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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.79%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
–
Net Calls
+$2.2M
Net Calls Change
+$2.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$254M
2
SIM
Scottrade Investment Management
Missouri
+$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$99.1M
4
Wells Fargo
Wells Fargo
California
+$33.1M
5
UBS Group
UBS Group
Switzerland
+$33M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$151M
2
LPL Financial
LPL Financial
California
-$129M
3
AC
Allstate Corporation
Illinois
-$59.1M
4
Jane Street
Jane Street
New York
-$52.2M
5
BFA
BlackRock Fund Advisors
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Davidson Investment Advisors
Montana
$4.6M +$4.6M +83,480 New
GG
127
Gofen & Glossberg
Illinois
$4.48M -$21.7K -393 -0.5%
TRCT
128
Tower Research Capital (TRC)
New York
$4.42M +$682K +12,366 +18%
BCM
129
Brookstone Capital Management
Illinois
$4.4M +$1.78M +32,319 +68%
CWM
130
Cranbrook Wealth Management
Michigan
$4.39M +$1.4M +25,436 +47%
FCT
131
Family Capital Trust
Massachusetts
$4.3M -$18.5K -335 -0.4%
CLOS
132
Compagnie Lombard Odier SCmA
Switzerland
$4.3M – – –
RW
133
Rand Wealth
Maryland
$4.27M +$290K +5,260 +7%
SIG
134
Stanford Investment Group
California
$4.18M +$589K +10,679 +16%
SIC
135
Sigma Investment Counselors
Michigan
$4.18M +$3.5M +63,470 +513%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$4.12M +$298K +5,413 +8%
CCMG
137
Clark Capital Management Group
Pennsylvania
$4.05M -$470K -8,522 -10%
MOACM
138
Mutual of America Capital Management
New York
$4.02M +$1.01M +18,281 +33%
MFS
139
MSI Financial Services
Massachusetts
$3.99M +$640K +11,616 +19%
BPB
140
Badgley, Phelps & Bell
Washington
$3.87M +$77.9K +1,413 +2%
BC
141
Bartlett & Co
Ohio
$3.78M +$2.52M +45,655 +199%
WB
142
Webster Bank
Connecticut
$3.76M +$115K +2,083 +3%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$3.6M -$1.22M -22,150 -25%
FMW
144
Farr Miller & Washington
District of Columbia
$3.58M +$320K +5,799 +10%
Goldman Sachs
145
Goldman Sachs
New York
$3.4M -$909K -16,481 -21%
CCA
146
Cobblestone Capital Advisors
New York
$3.21M -$13M -236,002 -80%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$3.16M +$284K +5,139 +10%
CFP
148
Cornerstone Financial Partners
North Carolina
$3.03M +$2.27M +41,323 +297%
SPC
149
Sigma Planning Corp
Michigan
$2.95M -$1.35M -24,523 -31%
ADL
150
Asset Dedication LLC
California
$2.92M +$274K +4,955 +10%
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