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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 %
NSIM
51
North Star Investment Management
Illinois
$790K +$790K +12,938 New
PI
52
Placemark Investments
Illinois
$737K +$367K +5,996 +99%
AWS
53
Aris Wealth Services
Pennsylvania
$737K +$737K +12,066 New
BSB
54
Bangor Savings Bank
Maine
$692K +$180K +2,945 +35%
CTA
55
Colonial Trust Advisors
South Carolina
$649K +$139K +2,272 +27%
PA
56
Planning Alternatives
Michigan
$636K +$636K +10,418 New
CWM
57
Cabot Wealth Management
Massachusetts
$577K +$303K +4,967 +111%
1GA
58
1st Global Advisors
Texas
$550K +$188K +3,078 +52%
WTC
59
WhitTier Trust Company
Nevada
$544K +$258K +4,232 +90%
GI
60
Glovista Investments
New Jersey
$532K +$54.6K +895 +11%
RIA
61
Regal Investment Advisors
Michigan
$530K +$33K +541 +7%
OWD
62
Osborn Williams & Donohoe
Ohio
$489K – – –
IPC
63
Independent Portfolio Consultants
Florida
$475K +$475K +7,790 New
V
64
Veritable
Delaware
$327K – – –
PTC
65
Private Trust Company
Ohio
$296K +$296K +4,849 New
Comerica Bank
66
Comerica Bank
Texas
$284K -$2.93K -48 -1%
SC
67
Scotia Capital
Ontario, Canada
$256K +$256K +4,200 New
Northern Trust
68
Northern Trust
Illinois
$255K +$255K +4,168 New
CMP
69
Courage Miller Partners
Virginia
$251K +$251K +4,111 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$231K +$231K +3,781 New
LCM
71
Logan Capital Management
Pennsylvania
$219K – – –
HighTower Advisors
72
HighTower Advisors
Illinois
$207K +$207K +3,392 New
MFS
73
MSI Financial Services
Massachusetts
$205K +$77.7K +1,272 +61%
AIG
74
American International Group
New York
$182K -$22.3K -365 -11%
Toronto Dominion Bank
75
Toronto Dominion Bank
Ontario, Canada
$164K +$164K +2,692 New
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