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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
$1.29B
2
UBS Group
UBS Group
Switzerland
$514M
3
SIM
Strategic Investment Management
Virginia
$227M
4
BlackRock
BlackRock
New York
$250M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$123M
2
SMM
Stadion Money Management
Georgia
$211M
3
GC
Grimes & Company
Massachusetts
$5.11M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
BIT
BlackRock Institutional Trust
California
$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Scottrade Investment Management
Missouri
$121M – – –
AssetMark Inc
27
AssetMark Inc
California
$117M +$19.9M +370,250 +20%
SB
28
Suntrust Banks
Georgia
$116M +$7.2M +134,209 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$113M +$41.1M +767,055 +57%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$105M +$105M +1,954,481 New
HTC
31
Haverford Trust Company
Pennsylvania
$87.4M -$3.57M -66,636 -4%
BP
32
Ballentine Partners
Massachusetts
$79.6M +$1.76M +32,884 +2%
FA
33
FDx Advisors
Illinois
$78.5M +$33.4M +623,067 +74%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$76.7M +$54.9M +1,023,643 +252%
Ameriprise
35
Ameriprise
Minnesota
$76.5M +$35.4M +659,683 +86%
FHB
36
First Hawaiian Bank
Hawaii
$75.3M +$8.34M +155,556 +12%
APCM
37
Alaska Permanent Capital Management
Alaska
$69.6M +$4.33M +80,735 +7%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$55.1M +$4.12M +76,893 +8%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54.5M +$5.73M +106,855 +12%
SFS
40
Strategic Financial Services
New York
$54M +$654K +12,195 +1%
SAS
41
Sage Advisory Services
Texas
$53.1M +$53.1M +991,400 New
RGIA
42
Rainier Group Investment Advisory
Washington
$53.1M +$53.1M +990,804 New
1GA
43
1st Global Advisors
Texas
$51.7M +$5.73M +106,865 +12%
DCM
44
Dupont Capital Management
Delaware
$49.3M +$49.3M +920,107 New
NA
45
Nottingham Advisors
New York
$47.2M +$652K +12,158 +1%
BIT
46
BlackRock Institutional Trust
California
$46.2M -$7.78M -144,978 -14%
CAG
47
Crestwood Advisors Group
Massachusetts
$42.9M +$367K +6,838 +0.9%
JA
48
JOYN Advisors
Georgia
$38.3M -$1.31M -24,340 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$37.5M +$10.1M +188,310 +37%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$37.2M +$37.2M +694,136 New
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