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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 %
AI
51
Atria Investments
North Carolina
$11.9M -$7.79M -147,598 -39%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$11.9M -$41.1M -778,595 -78%
NAM
53
North American Management
Massachusetts
$11.8M +$11.8M +224,024 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$11.7M -$1M -19,011 -8%
FFA
55
Fragasso Financial Advisors
Pennsylvania
$11M +$11M +208,547 New
CA
56
Cetera Advisors
Colorado
$11M +$1.07M +20,255 +11%
CCFCSB
57
Cape Cod Five Cents Savings Bank
Massachusetts
$10.5M +$3.09M +58,543 +42%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$9.65M +$1.74M +32,878 +22%
Ameriprise
59
Ameriprise
Minnesota
$9.62M +$2.96M +56,084 +45%
IH
60
IFC Holdings
Florida
$9.15M +$2.38M +45,009 +35%
BOS
61
Bingham Osborn & Scarborough
California
$8.84M +$8.37M +158,417 +1,761%
VC
62
Vicus Capital
Pennsylvania
$8.83M +$1.56M +13,298 +21%
CIR
63
Clear Investment Research
Georgia
$8.21M +$389K +7,357 +5%
TCM
64
Towercrest Capital Management
Pennsylvania
$7.73M +$1.54M +29,124 +25%
RMC
65
Regis Management Company
California
$7.33M +$1.07M +20,273 +17%
AA
66
Ancora Advisors
Ohio
$6.66M +$819K +15,509 +14%
SI
67
SII Investments
Wisconsin
$6.48M +$2.11M +39,922 +48%
Axa
68
Axa
France
$6.43M – – –
TI
69
Truepoint Inc
Ohio
$6.42M +$6.42M +121,558 New
SFM
70
Signature Financial Management
Virginia
$6.19M +$6.19M +117,216 New
Betterment LLC
71
Betterment LLC
New York
$6.1M +$2.16M +40,902 +55%
FCT
72
Family Capital Trust
Massachusetts
$5.76M +$5.76M +109,095 New
MIAN
73
Mariner Independent Advisor Network
Kansas
$5.74M +$3.75M +70,928 +187%
GC
74
Grimes & Company
Massachusetts
$5.71M +$4.83M +91,510 +554%
JIC
75
Johnson Investment Counsel
Ohio
$5.43M +$4.56M +86,446 +525%
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