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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 %
AEPG
126
American Economic Planning Group
New Jersey
$427K +$158K +2,702 +59%
IC
127
Intersect Capital
California
$426K +$14K +211 +3%
GWM
128
Gupta Wealth Management
California
$407K +$407K +6,950 New
FMWA
129
Forvis Mazars Wealth Advisors
Missouri
$401K -$46.8K -800 -10%
FNBTCON
130
First National Bank & Trust Co of Newtown
Pennsylvania
$380K – – –
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$330K -$4.57M -78,113 -93%
SWM
132
SVA Wealth Management
Wisconsin
$321K +$96.5K +1,650 +43%
CCA
133
Cobblestone Capital Advisors
New York
$316K +$316K +5,405 New
WWM
134
Willingdon Wealth Management
North Carolina
$307K -$111K -1,728 -27%
Creative Planning
135
Creative Planning
Kansas
$300K +$3.63K +62 +1%
B
136
Baird
Wisconsin
$282K +$282K +4,817 New
Comerica Bank
137
Comerica Bank
Texas
$276K -$270K -4,628 -49%
OCG
138
Opus Capital Group
Ohio
$263K +$263K +4,492 New
TSS
139
Two Sigma Securities
New York
$257K +$257K +4,401 New
SM
140
Stratton Management
Pennsylvania
$234K – – –
HB
141
Homrich & Berg
Georgia
$233K +$233K +3,977 New
MIH
142
Madison Investment Holdings
Wisconsin
$231K +$231K +3,950 New
SCP
143
Syntal Capital Partners
Texas
$230K -$6.28M -107,584 -96%
CS
144
Credit Suisse
Switzerland
$225K -$686K -11,742 -75%
CWM
145
Concert Wealth Management
California
$219K +$41K +1,284 +23%
LCM
146
Logan Capital Management
Pennsylvania
$210K +$210K +3,585 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$205K +$205K +3,500 New
RIA
148
Regal Investment Advisors
Michigan
$191K -$195K -3,331 -51%
ASN
149
Advisory Services Network
Georgia
$168K +$162K +2,707 +2,707%
CFA
150
CT Financial Advisors
Pennsylvania
$125K -$14.9K -254 -11%
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6
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