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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
+$144M
2
UBS Group
UBS Group
Switzerland
+$76.7M
3
Jane Street
Jane Street
New York
+$62.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$46.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.8M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$45.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.1M
3
FA
FDx Advisors
Illinois
-$36M
4
SMG
Spectrum Management Group
Indiana
-$26M
5
AssetMark Inc
AssetMark Inc
California
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
126
Colonial Trust Advisors
South Carolina
$1.38M +$19.2K +363 +1%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$1.34M +$1.34M +25,279 New
QCMC
128
Quantum Capital Management (California)
California
$1.26M -$36.1K -684 -3%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$1.2M +$122K +2,314 +11%
AW
130
ACG Wealth
Georgia
$1.2M +$1.2M +22,748 New
CCA
131
Cobblestone Capital Advisors
New York
$1.19M +$721K +13,655 +153%
MG
132
Mather Group
Illinois
$1.11M +$332K +6,289 +43%
BRM
133
Boston Research & Management
Massachusetts
$1.09M +$175K +3,310 +19%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$1.02M -$11.9K -225 -1%
GWM
135
Gupta Wealth Management
California
$1.02M +$211K +4,001 +26%
WT
136
Whittier Trust
California
$1.01M +$633K +11,981 +169%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$1M +$463K +8,759 +86%
Goldman Sachs
138
Goldman Sachs
New York
$998K +$998K +18,900 New
MFS
139
MSI Financial Services
Massachusetts
$977K +$245K +4,637 +33%
WA
140
Wealth Architects
California
$972K +$972K +18,400 New
CCMG
141
Clark Capital Management Group
Pennsylvania
$968K -$5.96M -112,946 -86%
TFCP
142
Twin Focus Capital Partners
Massachusetts
$965K +$608K +11,498 +170%
RPG
143
Risk Paradigm Group
Texas
$925K +$925K +17,507 New
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$920K +$558K +10,575 +154%
AEPG
145
American Economic Planning Group
New Jersey
$854K +$76.4K +1,446 +10%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$821K +$821K +15,539 New
TFA
147
Transamerica Financial Advisors
Florida
$811K -$183K -3,461 -18%
AWS
148
Aris Wealth Services
Pennsylvania
$808K +$114K +2,165 +16%
IF
149
Ironwood Financial
Arizona
$792K +$792K +14,999 New
BG
150
Bahl & Gaynor
Ohio
$781K +$566K +10,710 +263%
4 5
6
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