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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

388 hedge funds and large institutions have $11.9B invested in iShares Core MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
9.71%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.78%
New
95
Increased
191
Reduced
72
Closed
31
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$75K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.29B
2
UBS Group
UBS Group
Switzerland
$514M
3
SIM
Strategic Investment Management
Virginia
$227M
4
BlackRock
BlackRock
New York
$250M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$123M
2
SMM
Stadion Money Management
Georgia
$211M
3
GC
Grimes & Company
Massachusetts
$5.11M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
BIT
BlackRock Institutional Trust
California
$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
126
Fort Point Capital Partners
California
$6.66M -$119K -2,149 -2%
UWPG
127
Ullmann Wealth Partners Group
Florida
$6.31M +$6.31M +112,879 New
CWM
128
Connecticut Wealth Management
Connecticut
$6.26M +$6.26M +113,672 New
Goldman Sachs
129
Goldman Sachs
New York
$6.24M +$2.93M +54,686 +89%
LWM
130
LBA Wealth Management
Florida
$6.11M +$1.44M +26,805 +31%
PA
131
Planning Alternatives
Michigan
$6.07M +$745K +13,886 +14%
CFP
132
Cornerstone Financial Partners
North Carolina
$5.88M +$2.92M +54,581 +99%
MFS
133
MSI Financial Services
Massachusetts
$5.83M +$1.95M +36,408 +50%
BCM
134
Brookstone Capital Management
Illinois
$5.67M +$1.39M +25,911 +32%
Citadel Advisors
135
Citadel Advisors
Florida
$5.6M -$705K -13,139 -11%
MBT
136
Montecito Bank & Trust
California
$5.42M +$5.42M +101,032 New
SFM
137
Signature Financial Management
Virginia
$5.41M – – –
EA
138
Efficient Advisors
Ohio
$5.39M +$296K +5,524 +6%
DIA
139
Davidson Investment Advisors
Montana
$5.32M +$842K +15,704 +19%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$5.3M +$126K +2,296 +2%
SAM
141
Silvercrest Asset Management
New York
$5.19M -$8.58K -160 -0.2%
GC
142
Grimes & Company
Massachusetts
$5.11M -$18.7M -348,404 -79%
PBO
143
Peoples Bank (Ohio)
Ohio
$5.1M +$271K +5,053 +6%
WPA
144
West Paces Advisors
Georgia
$5.09M +$5.09M +94,824 New
CJA
145
C-J Advisory
California
$4.96M +$169K +3,153 +4%
LP
146
LGL Partners
Pennsylvania
$4.91M +$2.73M +50,880 +125%
PFM
147
Parsec Financial Management
North Carolina
$4.85M -$7.24K -135 -0.1%
OFW
148
Omnia Family Wealth
Florida
$4.68M +$4.68M +87,250 New
GG
149
Gofen & Glossberg
Illinois
$4.68M +$316K +5,894 +7%
RWM
150
RKL Wealth Management
Pennsylvania
$4.61M +$4.61M +86,022 New
4 5
6
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