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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 %
LWA
76
Lenox Wealth Advisors
New York
$2.82M -$1.1M -18,808 -28%
EMA
77
Efficient Market Advisors
California
$2.7M +$137K +2,342 +5%
ATC
78
Argent Trust Company
Louisiana
$2.28M +$84.5K +1,445 +4%
PA
79
Planning Alternatives
Michigan
$2.18M +$236K +4,035 +12%
MCM
80
MAI Capital Management
Ohio
$2.03M +$768K +13,137 +61%
ONB
81
Old National Bancorp
Indiana
$1.97M – – –
BSB
82
Bangor Savings Bank
Maine
$1.95M +$584K +9,989 +43%
M&T Bank
83
M&T Bank
New York
$1.94M +$79.3K +1,356 +4%
William Blair & Company
84
William Blair & Company
Illinois
$1.69M +$6.14K +105 +0.4%
VF
85
Virtu Financial
New York
$1.67M +$947K +16,189 +130%
EWM
86
Empirical Wealth Management
Washington
$1.53M -$25.3K -432 -2%
Northern Trust
87
Northern Trust
Illinois
$1.46M -$3.87M -66,174 -73%
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M +$1.45M +24,821 New
ICOA
89
Investment Centers of America
North Dakota
$1.44M +$1.44M +24,542 New
CTA
90
Colonial Trust Advisors
South Carolina
$1.37M +$254K +4,349 +23%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.37M +$1.07M +18,263 +359%
WTC
92
WhitTier Trust Company
Nevada
$1.35M +$316K +5,405 +31%
QCMC
93
Quantum Capital Management (California)
California
$1.33M +$188K +3,223 +17%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$1.31M – – –
ATC
95
Argent Trust Co
Tennessee
$1.23M +$1.23M +21,080 New
TFA
96
Transamerica Financial Advisors
Florida
$1.15M +$1.15M +19,716 New
AIM
97
Aspen Investment Management
Michigan
$1.11M +$133K +2,280 +14%
MWM
98
Modera Wealth Management
New Jersey
$1.1M +$251K +4,288 +30%
CCMG
99
Clark Capital Management Group
Pennsylvania
$1.06M -$44.8K -767 -4%
PFM
100
Parsec Financial Management
North Carolina
$1.05M +$1.05M +17,930 New
2 3
4
5 6