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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

87 hedge funds and large institutions have $1.4B invested in iShares Core MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+19
Holders Change %
+27.94%
% of All Funds
2.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
22
Increased
48
Reduced
8
Closed
3
Calls
$2.52M
Puts
–
Net Calls
+$2.52M
Net Calls Change
+$49K

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$149M
2
LPL Financial
LPL Financial
California
+$72.6M
3
UCFA
United Capital Financial Advisors
Texas
+$56.2M
4
BlackRock
BlackRock
New York
+$51.4M
5
Bank of America
Bank of America
North Carolina
+$30M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$7.11M
2
MIH
Madison Investment Holdings
Wisconsin
-$4.99M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$858K
4
TCM
TD Capital Management
Tennessee
-$728K
5
CNB
City National Bank
California
-$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$4.27M +$4.27M +69,931 New
BIM
27
BlackRock Investment Management
Delaware
$4.2M +$3.37M +55,255 +410%
TIM
28
Tortoise Investment Management
New York
$4.09M +$641K +10,495 +19%
SG Americas Securities
29
SG Americas Securities
New York
$4.02M +$4.02M +65,783 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.49M +$2.05M +33,520 +142%
CA
31
Cetera Advisors
Colorado
$3.27M +$2.37M +38,822 +263%
AL
32
Aspiriant LLC
California
$3.17M +$1.48M +24,195 +87%
CA
33
Cumberland Advisors
Florida
$2.99M +$2.99M +48,910 New
RCAG
34
Rehmann Capital Advisory Group
Michigan
$2.83M +$948K +15,522 +50%
TCM
35
TD Capital Management
Tennessee
$2.8M -$728K -11,921 -21%
NPC
36
National Planning Corporation
California
$2.64M +$2.01M +32,627 +318%
AIM
37
Aspen Investment Management
Michigan
$2.61M +$35.8K +586 +1%
GG
38
Gofen & Glossberg
Illinois
$2.26M +$213K +3,474 +10%
William Blair & Company
39
William Blair & Company
Illinois
$2.23M +$532K +8,720 +31%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$2.13M -$858K -14,054 -29%
MIH
41
Madison Investment Holdings
Wisconsin
$2.07M -$4.99M -81,784 -71%
IH
42
IFC Holdings
Florida
$1.78M +$969K +15,996 +119%
AA
43
Ancora Advisors
Ohio
$1.75M +$1.54M +25,270 +743%
Goldman Sachs
44
Goldman Sachs
New York
$1.46M +$210K +3,432 +17%
ONB
45
Old National Bancorp
Indiana
$1.44M +$473K +7,750 +49%
Ameriprise
46
Ameriprise
Minnesota
$1.32M +$820K +13,428 +163%
AssetMark Inc
47
AssetMark Inc
California
$1.25M +$677K +11,091 +118%
SI
48
SII Investments
Wisconsin
$1.08M +$807K +13,773 +297%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$976K +$976K +15,989 New
WWM
50
Willingdon Wealth Management
North Carolina
$833K +$32.4K +236 +4%
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