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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
$85.8M
3
Bank of America
Bank of America
North Carolina
$16.3M
4
BP
Ballentine Partners
Massachusetts
$10.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$334K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.4M
3
SMM
Stadion Money Management
Georgia
$363M
4
AWS
Aris Wealth Services
Pennsylvania
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$325K +$21.3K +350 +7%
Comerica Bank
52
Comerica Bank
Texas
$286K -$439K -7,214 -61%
WTC
53
WhitTier Trust Company
Nevada
$284K +$272K +4,477 +2,239%
SI
54
SII Investments
Wisconsin
$281K +$281K +4,631 New
CWM
55
Cabot Wealth Management
Massachusetts
$272K +$272K +4,481 New
LCM
56
Logan Capital Management
Pennsylvania
$218K +$218K +3,585 New
AA
57
Ancora Advisors
Ohio
$207K -$7.3K -120 -3%
AIG
58
American International Group
New York
$203K +$17.7K +291 +10%
MFS
59
MSI Financial Services
Massachusetts
$127K +$68.9K +1,130 +119%
PAS
60
Partnervest Advisory Services
California
$122K +$7.18K +118 +6%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$79K +$28.9K +476 +58%
FIG
62
Fusion Investment Group
Pennsylvania
$54K +$54K +882 New
ASN
63
Advisory Services Network
Georgia
$49K +$49K +808 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$22K – – –
SFSIG
65
San Francisco Sentry Investment Group
California
$12K +$12K +200 New
NMIS
66
Northwestern Mutual Investment Services
Wisconsin
$10K +$10K +172 New
FHA
67
First Horizon Advisors
Tennessee
$9K – – –
MIM
68
Macroview Investment Management
Maryland
$2K – – –
AWS
69
Aris Wealth Services
Pennsylvania
– -$626K -10,860 Closed
RPGK
70
Retirement Planning Group (Kansas)
Kansas
– -$508K -8,821 Closed
VKH
71
Virtu KCG Holdings
New York
– -$239K -4,151 Closed
Creative Planning
72
Creative Planning
Kansas
– -$48K -835 Closed
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