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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

438 hedge funds and large institutions have $17.1B invested in iShares Core MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 225 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+50
Holders Change %
+12.89%
% of All Funds
10.92%
Holding in Top 10
95
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+33.8%
% of All Funds
2.37%
New
78
Increased
225
Reduced
95
Closed
20
Calls
$1.39M
Puts
$1K
Net Calls
+$1.38M
Net Calls Change
-$745K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.09B
2
RJA
Raymond James & Associates
Florida
+$872M
3
UBS Group
UBS Group
Switzerland
+$543M
4
Bank of America
Bank of America
North Carolina
+$429M
5
RIG
RiverFront Investment Group
Virginia
+$177M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$216M
2
USAA
United Services Automobile Association
Texas
-$56.3M
3
Northern Trust
Northern Trust
Illinois
-$32M
4
MIH
Madison Investment Holdings
Wisconsin
-$19.8M
5
SIA
Spruce Investment Advisors
Connecticut
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHCM
151
Stokes & Hubbell Capital Management
Louisiana
$6.06M +$1.84M +31,805 +44%
EA
152
Efficient Advisors
Ohio
$6.01M +$191K +3,293 +3%
PI
153
Parkside Investments
Illinois
$6M +$6M +103,460 New
LP
154
LGL Partners
Pennsylvania
$5.93M +$624K +10,762 +12%
FPCP
155
Fort Point Capital Partners
California
$5.88M -$1.09M -18,886 -16%
WPA
156
West Paces Advisors
Georgia
$5.83M +$331K +5,709 +6%
SFM
157
Signature Financial Management
Virginia
$5.77M -$67.6K -1,166 -1%
TCM
158
TD Capital Management
Tennessee
$5.74M +$5.74M +99,089 New
MBT
159
Montecito Bank & Trust
California
$5.73M -$125K -2,161 -2%
TIM
160
Tortoise Investment Management
New York
$5.66M +$809K +13,968 +17%
AL
161
Aspiriant LLC
California
$5.52M +$4.1M +70,671 +288%
CJA
162
C-J Advisory
California
$5.42M +$62.4K +1,077 +1%
PBO
163
Peoples Bank (Ohio)
Ohio
$5.37M -$142K -2,454 -3%
GG
164
Gofen & Glossberg
Illinois
$5.29M +$239K +4,125 +5%
PFM
165
Parsec Financial Management
North Carolina
$5.29M +$46.2K +798 +0.9%
FCT
166
Family Capital Trust
Massachusetts
$5.14M +$509K +8,550 +11%
BCM
167
Brookstone Capital Management
Illinois
$5.12M -$1.01M -17,435 -16%
SPC
168
Sigma Planning Corp
Michigan
$5.06M +$1.2M +20,676 +31%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$5.01M +$881K +15,210 +21%
RW
170
Rand Wealth
Maryland
$5M +$684K +11,797 +16%
CIA
171
Choate Investment Advisors
Massachusetts
$4.88M – – –
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$4.88M +$738K +12,743 +18%
CWM
173
Cranbrook Wealth Management
Michigan
$4.74M -$229K -3,946 -5%
WB
174
Webster Bank
Connecticut
$4.68M +$646K +11,141 +16%
TF
175
Tompkins Financial
New York
$4.62M – – –
5 6
7
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