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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

55 hedge funds and large institutions have $699M invested in iShares Core MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+15
Holders Change %
+37.5%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
21
Increased
26
Reduced
4
Closed
5
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$5K

Top Buyers

1
SNC
Stifel Nicolaus & Co
Missouri
$79.5M
2
BlackRock
BlackRock
New York
$45.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.43M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$349M
2
Jane Street
Jane Street
New York
$0
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$512K
5
Bank of America
Bank of America
North Carolina
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$349M -$19M -330,493 -5%
SNC
2
Stifel Nicolaus & Co
Missouri
$79.5M +$42.2M +732,327 +113%
BlackRock
3
BlackRock
New York
$45.4M +$14.9M +258,229 +49%
UCFA
4
United Capital Financial Advisors
Texas
$36.6M +$5.91M +102,500 +19%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.2M +$5.89M +102,252 +19%
NA
6
Nottingham Advisors
New York
$24.2M +$5.92M +102,708 +32%
Morgan Stanley
7
Morgan Stanley
New York
$19.5M +$10.9M +189,507 +127%
CFS
8
Community Financial System
New York
$18.3M +$317K +5,500 +2%
HCMT
9
Highland Capital Management (Tennessee)
Tennessee
$13.9M +$597K +10,365 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$13.3M +$8.89M +154,236 +204%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.43M +$7.26M +125,885 +333%
CHA
12
Cedar Hill Associates
Illinois
$8.56M +$768K +13,330 +10%
U
13
UBS
Switzerland
$6.44M +$3.11M +54,026 +94%
FHB
14
First Hawaiian Bank
Hawaii
$4.23M +$4.23M +73,400 New
VCAM
15
Valentine Capital Asset Management
California
$4.05M +$677K +12,441 +20%
TCM
16
TD Capital Management
Tennessee
$3.18M +$96.5K +1,675 +3%
TIM
17
Tortoise Investment Management
New York
$2.85M -$171K -2,961 -6%
MIH
18
Madison Investment Holdings
Wisconsin
$2.74M +$2.74M +47,580 New
AIM
19
Aspen Investment Management
Michigan
$2.06M +$1.82M +31,540 +744%
LPL Financial
20
LPL Financial
California
$2.05M +$821K +14,056 +67%
William Blair & Company
21
William Blair & Company
Illinois
$1.6M +$52.4K +910 +3%
GG
22
Gofen & Glossberg
Illinois
$1.52M +$1.52M +26,336 New
AL
23
Aspiriant LLC
California
$1.41M +$1.41M +24,496 New
FA
24
FDx Advisors
Illinois
$1.31M +$850K +14,755 +185%
Wells Fargo
25
Wells Fargo
California
$1.26M +$108K +1,881 +9%
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