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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$289M
2
BFA
BlackRock Fund Advisors
California
+$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$156M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
+$152M
5
Northern Trust
Northern Trust
Illinois
+$145M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$288M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$247M
4
EARNEST Partners
EARNEST Partners
Georgia
-$115M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
251
Montecito Bank & Trust
California
$10.6M +$2.19M +37,995 +26%
FCI
252
Financial Counselors Inc
Kansas
$10.5M +$10.5M +181,795 New
CWM
253
Confluence Wealth Management
Oregon
$10.5M +$267K +4,627 +3%
SWP
254
Stratos Wealth Partners
Ohio
$10.5M -$1.19M -20,569 -10%
CCM
255
Covington Capital Management
California
$10.3M -$492K -8,521 -5%
GG
256
Gofen & Glossberg
Illinois
$10M -$662K -11,462 -6%
DCM
257
Dearborn Capital Management
Illinois
$9.82M +$9.82M +170,093 New
CPIM
258
Columbia Partners Investment Management
Virginia
$9.81M +$94.3K +1,634 +1%
Thrivent Financial for Lutherans
259
Thrivent Financial for Lutherans
Minnesota
$9.77M +$1.31M +22,683 +15%
HPWM
260
Highland Private Wealth Management
Washington
$9.71M -$46K -797 -0.5%
HW
261
Hancock Whitney
Mississippi
$9.67M -$2.65M -45,951 -22%
BAC
262
Boys Arnold & Co
North Carolina
$9.62M -$777K -13,463 -7%
GMA
263
Goldstein Munger & Associates
California
$9.59M -$1.18M -20,480 -11%
OC
264
Oppenheimer & Co
New York
$9.43M -$263K -4,560 -3%
SFS
265
Summit Financial Strategies
Ohio
$9.38M -$131K -2,272 -1%
ACP
266
Aveo Capital Partners
Colorado
$9.29M +$9.29M +160,940 New
CWM
267
Calamos Wealth Management
Illinois
$9.07M +$3.2M +55,487 +55%
FFA
268
First Foundation Advisors
California
$8.85M +$8.34M +144,470 +1,648%
CWM
269
Circle Wealth Management
New Jersey
$8.71M +$8.71M +150,941 New
BCA
270
Bray Capital Advisors
Florida
$8.62M +$2.08M +36,060 +32%
QIM
271
Quest Investment Management
Oregon
$8.56M – – –
ST
272
Sageworth Trust
Pennsylvania
$8.56M – – –
ANB
273
Amarillo National Bank
Texas
$8.51M -$407K -7,046 -5%
GRP
274
Global Retirement Partners
California
$8.5M +$8.5M +147,169 New
SYBT
275
Stock Yards Bank & Trust
Kentucky
$8.47M +$3.57M +61,929 +73%
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