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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 %
PWM
301
Perigon Wealth Management
California
$81K -$23.5K -426 -22%
MA
302
MUFG Americas
New York
$80K – – –
AWM
303
Avior Wealth Management
Nebraska
$76K – – –
WP
304
WealthPLAN Partners
Nebraska
$67.7K +$5.72K +104 +9%
WA
305
WFG Advisors
Texas
$48K +$12.6K +231 +36%
AC
306
Alexandria Capital
Virginia
$47K – – –
BFEC
307
Benjamin F. Edwards & Company
Missouri
$47K +$38.7K +700 +467%
LWM
308
Lenox Wealth Management
Ohio
$41K – – –
IWM
309
Integrated Wealth Management
California
$37K – – –
AIM
310
Anchor Investment Management
South Carolina
$36.1K -$38.6K -700 -52%
JIC
311
Joel Isaacson & Co
New York
$36K +$19.5K +350 +119%
FWC
312
First Washington Corp
Washington
$33K – – –
PO
313
Private Ocean
California
$31K – – –
GI
314
Gradient Investments
Minnesota
$19K +$19K +352 New
FANJ
315
Financial Architects (New Jersey)
New Jersey
$14K +$14K +255 New
VCM
316
Versant Capital Management
Arizona
$11K – – –
KA
317
Klingman & Associates
New York
$9K – – –
SFPM
318
Sensible Financial Planning & Management
Massachusetts
$9K +$1.89K +33 +27%
MI
319
Montage Investments
Kansas
$9K +$9K +171 New
WTB
320
Washington Trust Bank
Washington
$8K – – –
RBC
321
Roble Belko & Company
Pennsylvania
$8K +$8K +148 New
FWM
322
Focused Wealth Management
New York
$7K -$9.88K -168 -59%
HNB
323
Huntington National Bank
Ohio
$6K – – –
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
CAL
325
Capital Analysts LLC
Pennsylvania
$3.03K +$3.03K +55 New
10 11 12
13
14