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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

68 hedge funds and large institutions have $815M invested in iShares Core MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
19
Increased
36
Reduced
5
Closed
5
Calls
$2.47M
Puts
–
Net Calls
+$2.47M
Net Calls Change
+$2.46M

Top Buyers

1
USAA
United Services Automobile Association
Texas
$68.6M
2
BlackRock
BlackRock
New York
$85.8M
3
Bank of America
Bank of America
North Carolina
$16.3M
4
BP
Ballentine Partners
Massachusetts
$10.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$45.2M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$334K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.4M
3
SMM
Stadion Money Management
Georgia
$363M
4
AWS
Aris Wealth Services
Pennsylvania
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$363M -$4.88M -80,234 -1%
BlackRock
2
BlackRock
New York
$85.8M +$37.9M +623,547 +79%
USAA
3
United Services Automobile Association
Texas
$68.6M +$68.6M +1,129,385 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45.2M +$7.03M +115,625 +18%
NA
5
Nottingham Advisors
New York
$29.4M +$3.83M +63,088 +15%
CFG
6
CKW Financial Group
Hawaii
$25.9M +$25.9M +428,878 New
Morgan Stanley
7
Morgan Stanley
New York
$20.9M +$354K +5,831 +2%
CFS
8
Community Financial System
New York
$20.9M +$1.59M +26,230 +8%
Bank of America
9
Bank of America
North Carolina
$16.3M +$15.7M +258,737 +2,948%
HCMT
10
Highland Capital Management (Tennessee)
Tennessee
$15.3M +$590K +9,715 +4%
CHA
11
Cedar Hill Associates
Illinois
$12.5M +$3.5M +57,580 +39%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.2M +$1.22M +20,095 +12%
U
13
UBS
Switzerland
$11.1M +$4.34M +71,343 +64%
BP
14
Ballentine Partners
Massachusetts
$10.2M +$8.99M +147,916 +771%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$8.4M -$5.58M -91,824 -40%
MIH
16
Madison Investment Holdings
Wisconsin
$7.03M +$4.14M +68,171 +143%
BIT
17
BlackRock Institutional Trust
California
$5.07M +$5.07M +83,410 New
FA
18
FDx Advisors
Illinois
$5.05M +$3.67M +60,323 +266%
VCAM
19
Valentine Capital Asset Management
California
$4.72M +$457K +7,981 +11%
FHB
20
First Hawaiian Bank
Hawaii
$4.46M – – –
Wells Fargo
21
Wells Fargo
California
$4.09M +$2.76M +45,443 +207%
TCM
22
TD Capital Management
Tennessee
$3.51M +$161K +2,641 +5%
TIM
23
Tortoise Investment Management
New York
$3.43M +$434K +7,138 +14%
FTUS
24
Flow Traders U.S.
New York
$3.07M +$1.88M +30,967 +158%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.97M +$2.97M +48,930 New
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