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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

192 hedge funds and large institutions have $3.74B invested in iShares Core MSCI EAFE ETF in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
5.18%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.81%
New
39
Increased
108
Reduced
30
Closed
10
Calls
$1.07M
Puts
$1.14M
Net Calls
-$70K
Net Calls Change
+$603K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$149M
2
Bank of America
Bank of America
North Carolina
$313M
3
AA
Alesco Advisors
New York
$73M
4
AllianceBernstein
AllianceBernstein
Tennessee
$105M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$58.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
CWA
Convergent Wealth Advisors
Maryland
$13.5M
3
BlackRock
BlackRock
New York
$51.7M
4
BIT
BlackRock Institutional Trust
California
$83M
5
SMM
Stadion Money Management
Georgia
$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPG
126
American Economic Planning Group
New Jersey
$858K +$433K +7,428 +102%
MG
127
Mather Group
Illinois
$856K – – –
ACS
128
Archford Capital Strategies
Illinois
$823K +$700K +12,015 +570%
PTC
129
Private Trust Company
Ohio
$821K -$11.5K -197 -1%
MFS
130
MSI Financial Services
Massachusetts
$808K +$96.1K +1,648 +13%
SC
131
Scotia Capital
Ontario, Canada
$785K -$34.2K -585 -4%
AWS
132
Aris Wealth Services
Pennsylvania
$766K +$12.2K +209 +2%
NSIM
133
North Star Investment Management
Illinois
$736K – – –
Comerica Bank
134
Comerica Bank
Texas
$702K +$427K +7,318 +155%
CMP
135
Courage Miller Partners
Virginia
$687K -$31.3K -537 -4%
NPC
136
National Planning Corporation
California
$681K +$131K +2,217 +24%
FNBT
137
FineMark National Bank & Trust
Florida
$648K +$551K +9,438 +565%
CS
138
Credit Suisse
Switzerland
$621K +$397K +6,800 +177%
BFPW
139
BOK Financial Private Wealth
Colorado
$612K -$7.18K -123 -1%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$593K +$593K +10,179 New
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$550K +$550K +9,426 New
BOS
142
Bingham Osborn & Scarborough
California
$524K – – –
CCA
143
Cobblestone Capital Advisors
New York
$521K +$206K +3,530 +65%
HB
144
Homrich & Berg
Georgia
$517K +$285K +4,890 +123%
HK
145
Horizon Kinetics
New York
$479K +$479K +8,208 New
IC
146
Intersect Capital
California
$443K +$36.4K +573 +9%
WT
147
Whittier Trust
California
$412K +$336K +5,761 +439%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$399K – – –
TFCP
149
Twin Focus Capital Partners
Massachusetts
$394K +$394K +6,766 New
OCG
150
Opus Capital Group
Ohio
$353K +$90.9K +1,559 +35%
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