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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

68 hedge funds and large institutions have $815M invested in iShares Core MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
36
Reduced
5
Closed
5
Calls
$2.47M
Puts
–
Net Calls
+$2.47M
Net Calls Change
+$2.46M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$68.6M
2
BlackRock
BlackRock
New York
+$37.9M
3
Bank of America
Bank of America
North Carolina
+$15.7M
4
BP
Ballentine Partners
Massachusetts
+$8.99M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.03M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$38.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.58M
3
SMM
Stadion Money Management
Georgia
-$4.88M
4
AWS
Aris Wealth Services
Pennsylvania
-$626K
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Aspen Investment Management
Michigan
$2.56M +$387K +6,363 +18%
LPL Financial
27
LPL Financial
California
$2.39M +$262K +4,311 +12%
GG
28
Gofen & Glossberg
Illinois
$2.03M +$426K +7,003 +27%
RCAG
29
Rehmann Capital Advisory Group
Michigan
$1.87M +$1.87M +30,768 New
William Blair & Company
30
William Blair & Company
Illinois
$1.69M – – –
AL
31
Aspiriant LLC
California
$1.69M +$197K +3,235 +13%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.44M +$478K +7,872 +50%
Goldman Sachs
33
Goldman Sachs
New York
$1.24M +$702K +11,552 +130%
ONB
34
Old National Bancorp
Indiana
$965K +$442K +7,275 +85%
CA
35
Cetera Advisors
Colorado
$898K +$588K +9,680 +190%
BIM
36
BlackRock Investment Management
Delaware
$819K +$740K +12,189 +941%
IH
37
IFC Holdings
Florida
$807K +$807K +13,390 New
NPC
38
National Planning Corporation
California
$623K +$623K +10,250 New
AssetMark Inc
39
AssetMark Inc
California
$570K +$570K +9,379 New
BSB
40
Bangor Savings Bank
Maine
$510K +$173K +2,850 +51%
CTA
41
Colonial Trust Advisors
South Carolina
$508K +$508K +8,360 New
Ameriprise
42
Ameriprise
Minnesota
$501K +$457K +7,525 +1,038%
RIA
43
Regal Investment Advisors
Michigan
$494K +$368K +6,063 +293%
OWD
44
Osborn Williams & Donohoe
Ohio
$486K – – –
GI
45
Glovista Investments
New Jersey
$475K – – –
CNB
46
City National Bank
California
$395K +$395K +6,500 New
PI
47
Placemark Investments
Illinois
$368K +$368K +6,052 New
1GA
48
1st Global Advisors
Texas
$360K – – –
WWM
49
Willingdon Wealth Management
North Carolina
$354K +$354K +5,828 New
UCFA
50
United Capital Financial Advisors
Texas
$334K -$38.2M -628,848 -99%
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