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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 %
ACS
151
Archford Capital Strategies
Illinois
$123K +$53.9K +921 +78%
FNBT
152
FineMark National Bank & Trust
Florida
$98K +$9.98K +170 +11%
SIA
153
Stancorp Investment Advisers
Oregon
$97K +$96.7K +1,655 +33,100%
WT
154
Whittier Trust
California
$77K +$15.6K +265 +25%
UFA
155
US Financial Advisors
Massachusetts
$66K -$14.9K -257 -18%
CG
156
Colony Group
Massachusetts
$56K +$56K +954 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$55K +$55K +932 New
CCS
158
Crosspoint Capital Strategies
California
$52K +$52K +887 New
BBHC
159
Brown Brothers Harriman & Co
New York
$25K – – –
NFG
160
Next Financial Group
Texas
$15K – – –
FHA
161
First Horizon Advisors
Tennessee
$9K – – –
VC
162
Vicus Capital
Pennsylvania
$3.51K +$3.51K +60,056 New
TNB
163
Thomasville National Bank
Georgia
$3K +$3K +55 New
WA
164
WFG Advisors
Texas
$2K -$28.6K -557 -93%
W
165
Wealthfront
California
$2K +$2K +31 New
VCAM
166
Valentine Capital Asset Management
California
– -$7.19M -140,832 Closed
OMC
167
Old Mission Capital
Illinois
– -$3.75M -67,741 Closed
Citadel Advisors
168
Citadel Advisors
Florida
– -$3.11M -56,140 Closed
GI
169
Glovista Investments
New Jersey
– -$885K -15,989 Closed
Goldman Sachs
170
Goldman Sachs
New York
– -$326K -5,898 Closed
CWM
171
Cabot Wealth Management
Massachusetts
– -$270K -4,880 Closed
Citigroup
172
Citigroup
New York
– -$254K -4,590 Closed
VKH
173
Virtu KCG Holdings
New York
– -$232K -4,196 Closed
Deutsche Bank
174
Deutsche Bank
Germany
– -$24K -442 Closed
Bessemer Group
175
Bessemer Group
New Jersey
– -$8K -140 Closed
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