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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

165 hedge funds and large institutions have $3.03B invested in iShares Core MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+15
Holders Change %
+10%
% of All Funds
4.4%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.61%
New
29
Increased
90
Reduced
35
Closed
12
Calls
–
Puts
$673K
Net Calls
-$673K
Net Calls Change
-$264K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$68.2M
2
Jane Street
Jane Street
New York
+$63M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.9M
4
Bank of America
Bank of America
North Carolina
+$49M
5
UCFA
United Capital Financial Advisors
Texas
+$41.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$54.7M
2
SMM
Stadion Money Management
Georgia
-$38.3M
3
FTUS
Flow Traders U.S.
New York
-$22.3M
4
BWM
Baystate Wealth Management
Massachusetts
-$16.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
26
Ballentine Partners
Massachusetts
$24.5M +$5.13M +87,709 +26%
AI
27
Atria Investments
North Carolina
$23.1M +$22.2M +378,883 +2,341%
CB
28
Community Bank
New York
$22.2M +$84.6K +1,446 +0.4%
KeyBank National Association
29
KeyBank National Association
Ohio
$21.2M +$19.3M +330,574 +1,040%
CHA
30
Cedar Hill Associates
Illinois
$20.5M +$5.12M +87,495 +33%
CFG
31
CKW Financial Group
Hawaii
$19.8M -$2.22M -37,692 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$19.5M +$10.9M +186,635 +127%
HCMT
33
Highland Capital Management (Tennessee)
Tennessee
$18.9M +$2.68M +45,737 +16%
CAG
34
Crestwood Advisors Group
Massachusetts
$16.5M +$16.5M +281,840 New
ST
35
Sentinel Trust
Texas
$16.2M +$2.36M +40,411 +17%
F
36
FutureAdvisor
California
$16M +$6.65M +113,796 +71%
FDCC
37
Foster Dykema Cabot & Co
Massachusetts
$15.2M +$378K +6,460 +3%
SIAM
38
Sterling Investment Advisors (Missouri)
Missouri
$13.8M +$190K +3,254 +1%
AssetMark Inc
39
AssetMark Inc
California
$11.2M +$4.2M +71,871 +60%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$10.7M +$7.32M +125,133 +213%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.84M -$9.74M -166,512 -50%
CA
42
Cetera Advisors
Colorado
$9.15M +$1.04M +17,800 +13%
CIR
43
Clear Investment Research
Georgia
$8.47M +$8.47M +144,776 New
Axa
44
Axa
France
$7.28M -$602K -10,300 -8%
TCM
45
Towercrest Capital Management
Pennsylvania
$7.07M +$1.26M +20,788 +22%
CAN
46
Cetera Advisor Networks
California
$7.05M +$6.21M +106,250 +744%
RMC
47
Regis Management Company
California
$6.62M +$929K +15,890 +16%
AA
48
Ancora Advisors
Ohio
$6.47M -$6.11M -110,419 Closed
MCM
49
Makena Capital Management
California
$5.79M – – –
MAA
50
Managed Account Advisors
New Jersey
$5.39M +$3.88M +66,340 +257%
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