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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.79%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
–
Net Calls
+$2.2M
Net Calls Change
+$2.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$254M
2
SIM
Scottrade Investment Management
Missouri
+$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$99.1M
4
Wells Fargo
Wells Fargo
California
+$33.1M
5
UBS Group
UBS Group
Switzerland
+$33M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$151M
2
LPL Financial
LPL Financial
California
-$129M
3
AC
Allstate Corporation
Illinois
-$59.1M
4
Jane Street
Jane Street
New York
-$52.2M
5
BFA
BlackRock Fund Advisors
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
276
Rowland Carmichael Advisors
Arizona
$255K -$2.37K -43 -0.9%
BFIM
277
Beese Fulmer Investment Management
Ohio
$232K +$232K +4,200 New
GIM
278
Greystone Investment Management
Ohio
$230K – – –
BWFM
279
Bridgewater Wealth & Financial Management
Maryland
$229K -$9.36K -170 -4%
CIM
280
Cetera Investment Management
California
$224K -$491K -8,908 -69%
YP
281
Yellowstone Partners
Idaho
$224K +$224K +4,060 New
BOTW
282
Bank of the West
California
$221K +$221K +4,000 New
EVM
283
Eaton Vance Management
Massachusetts
$220K +$220K +3,982 New
SS
284
Sunbelt Securities
Texas
$220K +$220K +3,984 New
SWM
285
SVA Wealth Management
Wisconsin
$219K – – –
Toronto Dominion Bank
286
Toronto Dominion Bank
Ontario, Canada
$215K -$217K -3,942 -50%
FAM
287
Formidable Asset Management
Ohio
$215K +$215K +3,902 New
OC
288
Oppenheimer & Co
New York
$214K +$214K +3,886 New
HB
289
Homrich & Berg
Georgia
$209K -$66K -1,198 -24%
WP
290
WMS Partners
Maryland
$204K +$204K +3,700 New
NFG
291
Next Financial Group
Texas
$202K +$188K +3,413 +1,333%
Citigroup
292
Citigroup
New York
$185K +$89.4K +1,626 +94%
GT
293
Glenmede Trust
Pennsylvania
$175K – – –
LWA
294
Lenox Wealth Advisors
New York
$149K -$636K -11,562 -81%
Manulife (Manufacturers Life Insurance)
295
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139K +$77.2K +1,397 +125%
LAM
296
Lebenthal Asset Management
New York
$133K +$133K +2,405 New
PCP
297
Proficio Capital Partners
Massachusetts
$110K – – –
HR
298
Howe & Rusling
New York
$110K +$110K +2,000 New
MCM
299
MV Capital Management
Maryland
$92K +$17.6K +320 +24%
KF
300
Krilogy Financial
Missouri
$84K +$41.1K +745 +96%
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12
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