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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

388 hedge funds and large institutions have $11.9B invested in iShares Core MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
9.71%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.78%
New
95
Increased
191
Reduced
72
Closed
31
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$75K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.29B
2
UBS Group
UBS Group
Switzerland
$514M
3
SIM
Strategic Investment Management
Virginia
$227M
4
BlackRock
BlackRock
New York
$250M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$123M
2
SMM
Stadion Money Management
Georgia
$211M
3
GC
Grimes & Company
Massachusetts
$5.11M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
BIT
BlackRock Institutional Trust
California
$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
301
First Business Financial Services
Wisconsin
$433K – – –
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$297K +5,538 +220%
OBWP
303
O'Brien Wealth Partners
Massachusetts
$430K +$1.93K +36 +0.5%
FNBT
304
FineMark National Bank & Trust
Florida
$423K -$1.45K -27 -0.3%
GA
305
Geneva Advisors
Illinois
$404K +$404K +7,528 New
DE
306
Day & Ennis
Georgia
$402K +$44.3K +826 +12%
LFG
307
LifePlan Financial Group
Ohio
$398K +$398K +7,415 New
WWM
308
Willingdon Wealth Management
North Carolina
$390K +$5.42K +101 +1%
DC
309
Davenport & Co
Virginia
$383K -$6.91K -129 -2%
JIP
310
Jaffetilchin Investment Partners
Florida
$381K +$381K +7,108 New
HWA
311
Heritage Wealth Advisors
Virginia
$362K +$109K +2,030 +43%
FLPIM
312
F.L. Putnam Investment Management
Massachusetts
$360K +$360K +6,715 New
IPC
313
Independent Portfolio Consultants
Florida
$352K +$352K +6,565 New
GWM
314
Geneos Wealth Management
Colorado
$341K +$48K +895 +16%
AAM
315
Aureus Asset Management
Massachusetts
$338K – – –
SCP
316
Syntal Capital Partners
Texas
$333K +$333K +6,213 New
SCM
317
SOL Capital Management
Maryland
$331K +$32.1K +600 +11%
BMCM
318
Bryn Mawr Capital Management
Pennsylvania
$325K +$325K +6,069 New
CFA
319
CT Financial Advisors
Pennsylvania
$308K +$4.99K +93 +2%
JG
320
Jefferies Group
New York
$303K – – –
BL
321
Balentine LLC
Georgia
$298K – – –
MSAM
322
Moloney Securities Asset Management
Missouri
$295K +$295K +5,504 New
PFM
323
Peak Financial Management
Massachusetts
$274K +$274K +5,112 New
SI
324
Stephens Inc
Arkansas
$270K – – –
KL
325
KWMG LLC
Kansas
$270K +$270K +5,036 New
11 12
13
14 15