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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 %
SFS
176
Sowell Financial Services
Arkansas
$3.27M +$3.27M +58,061 New
RSA
177
Robertson Stephens Advisors
California
$3.18M +$3.18M +59,201 New
Comerica Bank
178
Comerica Bank
Texas
$3.15M +$1.89M +34,157 +150%
BPB
179
Badgley, Phelps & Bell
Washington
$3.12M -$638K -11,893 -17%
BWA
180
BlueSky Wealth Advisors
North Carolina
$3M +$3M +55,982 New
HIM
181
Hanlon Investment Management
New Jersey
$2.97M +$2.97M +55,405 New
ADL
182
Asset Dedication LLC
California
$2.96M +$121K +2,256 +4%
NPC
183
National Planning Corporation
California
$2.96M +$649K +11,653 +28%
PFA
184
Pure Financial Advisors
California
$2.91M +$638K +11,900 +28%
BWM
185
Baystate Wealth Management
Massachusetts
$2.89M +$476K +8,732 +20%
SEIA
186
Signature Estate & Investment Advisors
California
$2.84M +$238K +4,438 +9%
TPWA
187
TRUE Private Wealth Advisors
Oregon
$2.82M +$243K +4,366 +9%
AIM
188
Acropolis Investment Management
Missouri
$2.8M +$499K +9,309 +22%
LC
189
LCNB Corp
Ohio
$2.78M +$2.78M +51,882 New
FHA
190
Flagship Harbor Advisors
Massachusetts
$2.71M +$2.71M +49,013 New
CCA
191
Cobblestone Capital Advisors
New York
$2.7M -$423K -7,880 -14%
MCM
192
MV Capital Management
Maryland
$2.64M +$2.55M +47,514 +2,833%
TI
193
Truepoint Inc
Ohio
$2.64M -$155K -2,790 -6%
CBOA
194
Commonwealth Bank of Australia
Australia
$2.6M – – –
WA
195
Wealth Architects
California
$2.56M +$135K +2,526 +6%
MG
196
Mather Group
Illinois
$2.55M +$129K +2,408 +5%
CFA
197
Cahill Financial Advisors
Minnesota
$2.54M +$1.13M +21,135 +80%
CA
198
Clearstead Advisors
Ohio
$2.44M +$2.44M +45,444 New
FFBTD
199
First Financial Bank - Trust Division
Ohio
$2.41M +$314K +5,856 +15%
BRM
200
Boston Research & Management
Massachusetts
$2.37M -$3K -56 -0.1%
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