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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

207 hedge funds and large institutions have $4.14B invested in iShares Core MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
5.79%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.95%
New
37
Increased
114
Reduced
42
Closed
20
Calls
$914K
Puts
–
Net Calls
+$914K
Net Calls Change
+$984K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$144M
2
UBS Group
UBS Group
Switzerland
+$76.7M
3
Jane Street
Jane Street
New York
+$62.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$46.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.8M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$45.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.1M
3
FA
FDx Advisors
Illinois
-$36M
4
SMG
Spectrum Management Group
Indiana
-$26M
5
AssetMark Inc
AssetMark Inc
California
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
176
Opus Capital Group
Ohio
$216K -$103K -1,956 -32%
CWM
177
Concert Wealth Management
California
$216K -$46K -869 -18%
HS
178
Huntington Steele
Pennsylvania
$215K +$215K +4,067 New
CWM
179
Cabot Wealth Management
Massachusetts
$209K +$209K +3,963 New
LCM
180
Logan Capital Management
Pennsylvania
$208K – – –
WS
181
Wedbush Securities
California
$208K +$208K +3,946 New
LWM
182
LBA Wealth Management
Florida
$193K +$153K +2,900 +387%
CG
183
Colony Group
Massachusetts
$192K -$118K -2,221 -38%
RIA
184
Regal Investment Advisors
Michigan
$181K +$40.4K +767 +29%
BCA
185
Bray Capital Advisors
Florida
$161K +$161K +3,050 New
S
186
StratiFi
California
$118K +$118K +394,863 New
CFA
187
CT Financial Advisors
Pennsylvania
$114K +$1.06K +20 +0.9%
FNBT
188
FineMark National Bank & Trust
Florida
$97K -$487K -9,263 -83%
CFA
189
Carroll Financial Associates
North Carolina
$87K +$87K +1,570 New
IA
190
IndexIQ Advisors
New York
$81K +$81K +1,526 New
VIA
191
Vantage Investment Advisors
Pennsylvania
$78K +$71.1K +1,345 +1,035%
UFA
192
US Financial Advisors
Massachusetts
$76K – – –
Citigroup
193
Citigroup
New York
$44K +$44K +830 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$36K +$29.7K +560 +475%
RCG
195
Ruggie Capital Group
Florida
$28K -$754 -13 -3%
NFG
196
Next Financial Group
Texas
$26K -$3.64K -70 -12%
BBHC
197
Brown Brothers Harriman & Co
New York
$23K – – –
SFPM
198
Sensible Financial Planning & Management
Massachusetts
$17K +$3.84K +73 +29%
JIC
199
Joel Isaacson & Co
New York
$16K -$15.3K -282 -49%
TCOV
200
Trust Company of Vermont
Vermont
$11K – – –
6 7
8
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