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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 %
FNBTCON
326
First National Bank & Trust Co of Newtown
Pennsylvania
$268K -$5.09K -95 -2%
VF
327
Virtu Financial
New York
$253K -$252K -4,690 -50%
RCA
328
Rowland Carmichael Advisors
Arizona
$251K +$3.48K +65 +1%
LCM
329
Logan Capital Management
Pennsylvania
$242K -$79.1K -1,475 -25%
LF
330
Lee Financial
Texas
$229K +$229K +4,265 New
BFIM
331
Beese Fulmer Investment Management
Ohio
$225K – – –
RCM
332
Radnor Capital Management
Pennsylvania
$225K +$225K +4,200 New
GIM
333
Greystone Investment Management
Ohio
$223K – – –
FPCG
334
Fort Pitt Capital Group
Pennsylvania
$218K +$218K +4,058 New
BOTW
335
Bank of the West
California
$215K – – –
SWM
336
SVA Wealth Management
Wisconsin
$213K – – –
Toronto Dominion Bank
337
Toronto Dominion Bank
Ontario, Canada
$210K +$215 +4 +0.1%
FAM
338
Formidable Asset Management
Ohio
$209K – – –
OC
339
Oppenheimer & Co
New York
$207K -$1.88K -35 -0.9%
CIM
340
Cetera Investment Management
California
$200K -$17.9K -334 -8%
MFW
341
Mosaic Family Wealth
Missouri
$186K -$106K -1,983 -36%
EWM
342
Evercore Wealth Management
New York
$182K -$93.8K -1,750 -34%
Citigroup
343
Citigroup
New York
$172K -$8.48K -158 -5%
NFG
344
Next Financial Group
Texas
$171K -$25.5K -476 -13%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$154K +$108K +2,022 +238%
KT
346
Kanaly Trust
Texas
$149K +$149K +2,771 New
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$138K +$138K +2,497 New
LWA
348
Lenox Wealth Advisors
New York
$115K -$30.7K -571 -21%
PCP
349
Proficio Capital Partners
Massachusetts
$107K – – –
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$105K -$597K -11,313 -85%
12 13
14
15 16