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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 %
FWM
201
FFT Wealth Management
Pennsylvania
$1.28M – – –
Comerica Bank
202
Comerica Bank
Texas
$1.25M +$152K +2,767 +14%
MA
203
MCF Advisors
Kentucky
$1.25M +$64.6K +1,171 +5%
AL
204
Aspiriant LLC
California
$1.21M -$321K -5,828 -21%
SFA
205
Sequoia Financial Advisors
Ohio
$1.2M -$1M -18,216 -46%
APSP
206
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.19M +$62.8K +1,139 +6%
NSIM
207
North Star Investment Management
Illinois
$1.15M +$114K +2,065 +11%
KWMG
208
King Wealth Management Group
Florida
$1.09M +$249K +4,517 +30%
AEPG
209
American Economic Planning Group
New Jersey
$1.08M +$18.5K +336 +2%
SS
210
Simplicity Solutions
Minnesota
$1.05M +$233K +4,223 +29%
MIAN
211
Mariner Independent Advisor Network
Kansas
$1.02M -$9.44M -171,162 -90%
PTC
212
Private Trust Company
Ohio
$982K +$118K +2,147 +14%
QCG
213
Quadrant Capital Group
Ohio
$968K +$766K +13,997 +379%
VWM
214
Venturi Wealth Management
Texas
$939K +$264K +4,790 +39%
TSS
215
Two Sigma Securities
New York
$909K +$909K +16,490 New
PWAP
216
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$895K +$191K +3,462 +27%
FFA
217
Fragasso Financial Advisors
Pennsylvania
$822K -$535K -9,699 -39%
SMC
218
Smith, Moore & Co
Missouri
$809K +$3.53K +64 +0.4%
CC
219
Cedar Capital
Illinois
$806K +$227K +4,114 +39%
IA
220
IndexIQ Advisors
New York
$795K +$397K +7,201 +100%
FHA
221
First Horizon Advisors
Tennessee
$762K +$124K +2,284 +19%
HIMC
222
Heritage Investors Management Corp
Maryland
$755K +$97.8K +1,775 +15%
CWM
223
Concert Wealth Management
California
$750K +$411K +7,473 +121%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$733K +$141K +2,551 +24%
BAAM
225
Baker Avenue Asset Management
California
$715K -$619K -11,220 -46%
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