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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

914 hedge funds and large institutions have $38.4B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 404 increasing their positions, 291 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+85
Holders Change %
+10.25%
% of All Funds
26.55%
Holding in Top 10
218
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+14.74%
% of All Funds
6.33%
New
127
Increased
404
Reduced
291
Closed
30
Calls
$2.8B
Puts
$6.05B
Net Calls
-$3.25B
Net Calls Change
-$840M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$823M
2
Goldman Sachs
Goldman Sachs
New York
+$617M
3
U
UBS
Switzerland
+$600M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$428M
5
Northern Trust
Northern Trust
Illinois
+$306M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$573M
2
BFA
BlackRock Fund Advisors
California
-$381M
3
SMM
Stadion Money Management
Georgia
-$316M
4
MSA
Mason Street Advisors
Wisconsin
-$154M
5
CS
Credit Suisse
Switzerland
-$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
301
WhitTier Trust Company
Nevada
$7.99M -$400K -5,969 -5%
TAT
302
TD Ameritrade Trust
Colorado
$7.98M +$1.91M +28,587 +31%
NEAM
303
New England Asset Management
Connecticut
$7.89M – – –
FA
304
FCG Advisors
New Jersey
$7.83M +$413K +6,154 +6%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$7.55M +$1.41M +21,059 +23%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$7.52M +$387K +5,762 +5%
TFO
307
Tarbox Family Office
California
$7.51M +$7.51M +111,875 New
MFS
308
MSI Financial Services
Massachusetts
$7.49M +$25.9K +386 +0.3%
Loomis, Sayles & Company
309
Loomis, Sayles & Company
Massachusetts
$7.48M – – –
HCMT
310
Highland Capital Management (Tennessee)
Tennessee
$7.43M -$525K -7,830 -7%
JIP
311
Jaffetilchin Investment Partners
Florida
$7.42M +$2.38M +35,416 +47%
FNT
312
First National Trust
Pennsylvania
$7.39M +$831K +12,391 +13%
SYBT
313
Stock Yards Bank & Trust
Kentucky
$7.38M +$1.19M +17,809 +19%
SAM
314
Silvercrest Asset Management
New York
$7.23M -$152K -2,270 -2%
WIL
315
Winifred I. Li
$7.21M -$5.23K -78 -0.1%
CM
316
Castleark Management
Illinois
$7.15M -$18.4M -274,300 -72%
LFWA
317
LBJ Family Wealth Advisors
Texas
$7.15M +$7.15M +108,210 New
PAS
318
Partnervest Advisory Services
California
$7.08M +$5.24M +78,162 +285%
CIA
319
Capital Investment Advisors
Georgia
$7.02M +$7.02M +104,687 New
FPIS
320
Financial Planning & Information Services
Wisconsin
$6.99M +$6.99M +104,153 New
EHPM
321
Emery Howard Portfolio Management
California
$6.93M +$151K +2,246 +2%
SMM
322
Stadion Money Management
Georgia
$6.81M -$316M -4,708,699 -98%
ECM
323
Exchange Capital Management
Michigan
$6.8M +$5.86M +87,345 +626%
RMDI
324
R.M. Davis Inc
Maine
$6.78M -$19.6K -292 -0.3%
GAM
325
Gould Asset Management
California
$6.77M +$675K +10,054 +11%
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