IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.79%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
–
Net Calls
+$2.2M
Net Calls Change
+$2.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$254M
2
SIM
Scottrade Investment Management
Missouri
+$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$99.1M
4
Wells Fargo
Wells Fargo
California
+$33.1M
5
UBS Group
UBS Group
Switzerland
+$33M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$151M
2
LPL Financial
LPL Financial
California
-$129M
3
AC
Allstate Corporation
Illinois
-$59.1M
4
Jane Street
Jane Street
New York
-$52.2M
5
BFA
BlackRock Fund Advisors
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Cypress Wealth Advisors
California
$1.99M +$104K +1,883 +6%
SHCM
177
Stokes & Hubbell Capital Management
Louisiana
$1.95M +$35.3K +640 +2%
WAM
178
Wealthspire Advisors (Maryland)
Maryland
$1.92M +$31.4K +569 +2%
EPP
179
ETF Portfolio Partners
Kansas
$1.92M +$191K +3,461 +11%
ONB
180
Old National Bancorp
Indiana
$1.89M – – –
LNC
181
Lincoln National Corp
Pennsylvania
$1.89M +$346K +6,271 +22%
MWM
182
Modera Wealth Management
New Jersey
$1.83M -$131K -2,381 -7%
ATC
183
Argent Trust Co
Tennessee
$1.81M +$203K +3,686 +13%
FWP
184
FAS Wealth Partners
Kansas
$1.78M +$662K +12,003 +59%
WT
185
Whittier Trust
California
$1.78M -$63.3K -1,148 -3%
DADC
186
D.A. Davidson & Co
Montana
$1.75M +$1.55M +28,183 +784%
BTS
187
BB&T Securities
Virginia
$1.72M +$872K +15,819 +102%
PAMG
188
Patton Albertson Miller Group
Tennessee
$1.72M +$1.72M +31,167 New
CFA
189
Carroll Financial Associates
North Carolina
$1.54M +$49.7K +902 +3%
RPG
190
Risk Paradigm Group
Texas
$1.54M +$117K +2,113 +8%
AIM
191
Aspen Investment Management
Michigan
$1.53M -$139K -2,517 -8%
CTA
192
Colonial Trust Advisors
South Carolina
$1.53M +$18.8K +341 +1%
BG
193
Bahl & Gaynor
Ohio
$1.5M +$82.1K +1,490 +6%
GS
194
Girard Securities
California
$1.46M – – –
CFA
195
Cahill Financial Advisors
Minnesota
$1.45M +$587K +10,652 +68%
FAAS
196
First Allied Advisory Services
California
$1.45M -$311K -5,640 -18%
William Blair & Company
197
William Blair & Company
Illinois
$1.42M +$59.9K +1,086 +4%
CW
198
Cabot-Wellington
Massachusetts
$1.36M +$1.36M +24,642 New
QCMC
199
Quantum Capital Management (California)
California
$1.32M -$3.2K -58 -0.2%
SMG
200
Spectrum Management Group
Indiana
$1.28M – – –
6 7
8
9 10