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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

207 hedge funds and large institutions have $4.14B invested in iShares Core MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
5.79%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.95%
New
37
Increased
114
Reduced
42
Closed
20
Calls
$914K
Puts
–
Net Calls
+$914K
Net Calls Change
+$984K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$428M
2
UBS Group
UBS Group
Switzerland
$186M
3
Jane Street
Jane Street
New York
$62.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$181M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$275M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$29.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.9M
3
FA
FDx Advisors
Illinois
$0
4
SMG
Spectrum Management Group
Indiana
$1.74M
5
AssetMark Inc
AssetMark Inc
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
26
Madison Investment Holdings
Wisconsin
$34.6M +$31.4M +594,823 +981%
BA
27
BlackRock Advisors
Delaware
$34M +$18.5M +349,521 +119%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$33.7M +$2.79M +52,900 +9%
CS
29
Credit Suisse
Switzerland
$31.2M +$30.6M +580,000 +5,446%
BP
30
Ballentine Partners
Massachusetts
$31.1M +$5.09M +96,413 +20%
BIT
31
BlackRock Institutional Trust
California
$29.8M -$45.3M -857,856 -60%
F
32
FutureAdvisor
California
$28.3M +$3.03M +57,325 +12%
CHA
33
Cedar Hill Associates
Illinois
$28.2M +$196K +3,715 +0.7%
JA
34
JOYN Advisors
Georgia
$26.2M +$26.2M +495,404 New
FDCC
35
Foster Dykema Cabot & Co
Massachusetts
$25.1M +$413K +7,825 +2%
MCM
36
Makena Capital Management
California
$22.6M – – –
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.2M +$13.2M +249,419 +145%
CFG
38
CKW Financial Group
Hawaii
$21.8M +$3.84M +72,744 +21%
CWA
39
Convergent Wealth Advisors
Maryland
$20.1M +$7.93M +150,128 +65%
CB
40
Community Bank
New York
$19.5M -$626K -11,860 -3%
AssetMark Inc
41
AssetMark Inc
California
$19.3M -$15.7M -297,211 -45%
HCMT
42
Highland Capital Management (Tennessee)
Tennessee
$18.4M +$582K +11,019 +3%
CA
43
Capital Advantage
California
$18.3M +$2.09M +39,548 +13%
ST
44
Sentinel Trust
Texas
$17.6M +$2.81M +53,229 +19%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$17.3M +$1.76M +33,363 +11%
SEI Investments
46
SEI Investments
Pennsylvania
$16.4M +$12.6M +238,880 +333%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$15.8M +$15.8M +300,000 New
SCP
48
Syntal Capital Partners
Texas
$13.7M +$170K +3,227 +1%
SIAM
49
Sterling Investment Advisors (Missouri)
Missouri
$12.1M +$220K +4,170 +2%
APCM
50
Alaska Permanent Capital Management
Alaska
$12M +$12M +362,285 New
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