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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 %
PPA
101
Parametric Portfolio Associates
Washington
$2.51M +$2.51M +47,450 New
BSB
102
Bangor Savings Bank
Maine
$2.44M +$25.2K +478 +1%
FMW
103
Farr Miller & Washington
District of Columbia
$2.44M +$184K +3,478 +8%
ACS
104
Archford Capital Strategies
Illinois
$2.42M +$1.68M +31,725 +225%
PAM
105
Peninsula Asset Management
Florida
$2.39M +$317K +6,008 +15%
PFM
106
Parsec Financial Management
North Carolina
$2.23M +$786K +14,880 +54%
PA
107
Planning Alternatives
Michigan
$2.21M -$27.6K -523 -1%
KWMG
108
King Wealth Management Group
Florida
$2.16M -$847K -16,035 -28%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$2.15M +$372K +7,038 +21%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.05M -$2.59M -48,953 -56%
TCM
111
TD Capital Management
Tennessee
$1.95M -$1.32M -25,007 -40%
FPCP
112
Fort Point Capital Partners
California
$1.93M +$1.93M +36,570 New
HTC
113
Haverford Trust Company
Pennsylvania
$1.76M +$1.76M +33,908 New
EWM
114
Empirical Wealth Management
Washington
$1.75M +$362K +6,849 +26%
AIM
115
Aspen Investment Management
Michigan
$1.74M -$153K -2,894 -8%
MWM
116
Modera Wealth Management
New Jersey
$1.74M +$804K +15,231 +86%
SMG
117
Spectrum Management Group
Indiana
$1.74M -$26M -492,709 -94%
CWA
118
Cypress Wealth Advisors
California
$1.73M +$276K +5,233 +19%
LWA
119
Lenox Wealth Advisors
New York
$1.7M -$115K -2,187 -6%
WTC
120
WhitTier Trust Company
Nevada
$1.7M +$298K +5,638 +21%
BAAM
121
Baker Avenue Asset Management
California
$1.67M -$67.7K -1,283 -4%
William Blair & Company
122
William Blair & Company
Illinois
$1.61M +$25.1K +475 +2%
BTS
123
BB&T Securities
Virginia
$1.6M -$314K -5,939 -16%
ATC
124
Argent Trust Co
Tennessee
$1.55M +$56.3K +1,066 +4%
ONB
125
Old National Bancorp
Indiana
$1.54M – – –
3 4
5
6 7