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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 %
CWM
151
Cranbrook Wealth Management
Michigan
$4.6M +$329K +6,140 +8%
SIC
152
Sigma Investment Counselors
Michigan
$4.53M +$459K +8,550 +11%
CIA
153
Choate Investment Advisors
Massachusetts
$4.52M – – –
TIM
154
Tortoise Investment Management
New York
$4.48M -$66.2K -1,235 -1%
RBC
155
Ronald Blue & Co
Georgia
$4.41M +$1.65M +30,779 +60%
TF
156
Tompkins Financial
New York
$4.27M -$2.5M -46,707 -37%
FCBT
157
First Citizens Bank & Trust
North Carolina
$4.22M +$1.79M +33,435 +74%
CLOS
158
Compagnie Lombard Odier SCmA
Switzerland
$4.18M – – –
FCT
159
Family Capital Trust
Massachusetts
$4.17M -$13.5K -251 -0.3%
BWFA
160
Baltimore-Washington Financial Advisors
Maryland
$4.15M -$636K -11,866 -13%
FMWA
161
Forvis Mazars Wealth Advisors
Missouri
$4.09M +$591K +11,021 +17%
RW
162
Rand Wealth
Maryland
$3.99M -$164K -3,056 -4%
SHCM
163
Stokes & Hubbell Capital Management
Louisiana
$3.9M +$2M +37,387 +106%
MWM
164
Mission Wealth Management
California
$3.9M +$3.9M +72,668 New
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$3.84M +$771K +14,361 +25%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$3.82M -$185K -3,441 -5%
Squarepoint
167
Squarepoint
New York
$3.8M +$3.8M +70,885 New
WB
168
Webster Bank
Connecticut
$3.73M +$78.2K +1,458 +2%
DCM
169
DeGreen Capital Management
Arizona
$3.62M +$3.62M +67,522 New
FMW
170
Farr Miller & Washington
District of Columbia
$3.6M +$111K +2,066 +3%
SPC
171
Sigma Planning Corp
Michigan
$3.58M +$704K +13,133 +25%
CCMG
172
Clark Capital Management Group
Pennsylvania
$3.54M -$398K -7,419 -10%
SCA
173
Snowden Capital Advisors
New York
$3.47M +$1.41M +26,251 +68%
RIG
174
Roosevelt Investment Group
New York
$3.29M +$3.29M +61,395 New
BSB
175
Bangor Savings Bank
Maine
$3.28M +$448K +8,355 +16%
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