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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
+$270M
2
UBS Group
UBS Group
Switzerland
+$267M
3
SIM
Strategic Investment Management
Virginia
+$227M
4
BlackRock
BlackRock
New York
+$177M
5
Wells Fargo
Wells Fargo
California
+$147M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$25.7M
2
SMM
Stadion Money Management
Georgia
-$22.2M
3
GC
Grimes & Company
Massachusetts
-$18.7M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$12M
5
BIT
BlackRock Institutional Trust
California
-$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
376
Royal Fund Management
Florida
$6K +$6K +126 New
AOWM
377
Alpha Omega Wealth Management
Virginia
$5K +$5K +100 New
BAM
378
Barrett Asset Management
New York
$4K +$4K +75 New
EA
379
Edge Advisors
Georgia
$4K +$4K +78 New
IWM
380
IHT Wealth Management
Illinois
$3K +$3K +56 New
BRC
381
Bell Rock Capital
Delaware
$3K +$3K +62 New
TRCT
382
Tower Research Capital (TRC)
New York
$2K -$4.71M -80,081 -100%
TFA
383
Transamerica Financial Advisors
Florida
$2K -$129 -2 -6%
IP
384
Isthmus Partners
Wisconsin
$2K +$2K +30 New
CCM
385
Cribstone Capital Management
Maine
$1K – – –
LWA
386
Lowe Wealth Advisors
Maryland
$1K – – –
AA
387
Advisory Alpha
Michigan
$1K +$1K +14 New
HSBC Holdings
388
HSBC Holdings
United Kingdom
– -$12M -218,042 Closed
SLF
389
Sun Life Financial
Ontario, Canada
– -$5.63M -102,075 Closed
TCM
390
TD Capital Management
Tennessee
– -$5.37M -97,465 Closed
OMC
391
Old Mission Capital
Illinois
– -$4.87M -88,315 Closed
TTWM
392
TCV Trust & Wealth Management
Virginia
– -$2.07M -37,615 Closed
SFA
393
Sequoia Financial Advisors
Ohio
– -$1.2M -21,688 Closed
AEPG
394
American Economic Planning Group
New Jersey
– -$1.08M -19,590 Closed
TSS
395
Two Sigma Securities
New York
– -$909K -16,490 Closed
FFA
396
Fragasso Financial Advisors
Pennsylvania
– -$822K -14,911 Closed
SMC
397
Smith, Moore & Co
Missouri
– -$809K -14,665 Closed
BAAM
398
Baker Avenue Asset Management
California
– -$715K -12,962 Closed
S
399
SignatureFD
Georgia
– -$409K -7,423 Closed
JFA
400
JNBA Financial Advisors
Minnesota
– -$409K -7,423 Closed
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