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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 %
IH
51
IFC Holdings
Florida
$4.99M +$1.21M +20,452 +32%
TIM
52
Tortoise Investment Management
New York
$4.9M +$464K +7,938 +10%
CCFCSB
53
Cape Cod Five Cents Savings Bank
Massachusetts
$4.5M +$2.99M +51,194 +199%
PAG
54
Private Advisor Group
New Jersey
$4.45M -$534K -9,128 -11%
SPC
55
Sigma Planning Corp
Michigan
$4.45M +$1.54M +26,396 +53%
FTUS
56
Flow Traders U.S.
New York
$4.32M -$22.3M -380,562 -84%
SEI Investments
57
SEI Investments
Pennsylvania
$4.32M -$2.98M -50,890 -41%
SIG
58
Stanford Investment Group
California
$4.31M +$907K +15,515 +27%
Ameriprise
59
Ameriprise
Minnesota
$4.27M -$194K -3,309 -4%
MCM
60
MV Capital Management
Maryland
$3.91M +$62.1K +1,062 +2%
RW
61
Rand Wealth
Maryland
$3.8M +$281K +4,797 +8%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.67M -$3.96M -67,728 -52%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$3.57M -$159K -2,723 -4%
TCM
64
TD Capital Management
Tennessee
$3.53M +$190K +3,249 +6%
BRWA
65
B. Riley Wealth Advisors
Florida
$3.5M +$454K +7,754 +15%
GWA
66
Genesis Wealth Advisors
Massachusetts
$3.37M +$3.34M +56,785 +12,398%
AL
67
Aspiriant LLC
California
$3.36M +$177K +3,018 +6%
WB
68
Webster Bank
Connecticut
$3.27M +$255K +4,353 +8%
FAAM
69
First Allied Asset Management
California
$3.26M +$1.93M +33,086 +146%
SI
70
SII Investments
Wisconsin
$3.24M +$586K +10,023 +22%
GG
71
Gofen & Glossberg
Illinois
$3.17M -$18.3K -313 -0.6%
DADC
72
D.A. Davidson & Co
Montana
$3.07M +$2.89M +49,376 +1,572%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$3.05M +$302K +5,157 +11%
BWM
74
Baystate Wealth Management
Massachusetts
$3.04M -$16.5M -282,921 -84%
Betterment LLC
75
Betterment LLC
New York
$2.84M +$1.33M +22,712 +88%
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