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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
26.34%
Holding in Top 10
209
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.42%
% of All Funds
6.01%
New
54
Increased
389
Reduced
350
Closed
36
Calls
$1.91B
Puts
$5.31B
Net Calls
-$3.4B
Net Calls Change
+$705M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$587M
2
Bank of America
Bank of America
North Carolina
+$369M
3
CS
Credit Suisse
Switzerland
+$323M
4
SMM
Stadion Money Management
Georgia
+$210M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$216M
2
Northern Trust
Northern Trust
Illinois
-$183M
3
DCM
Dupont Capital Management
Delaware
-$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Prudential Financial
Prudential Financial
New Jersey
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
301
FineMark National Bank & Trust
Florida
$7.66M +$1.05M +15,357 +16%
TFO
302
Tarbox Family Office
California
$7.59M -$36K -527 -0.5%
WIL
303
Winifred I. Li
$7.56M +$215K +3,151 +3%
PI
304
PineBridge Investments
New York
$7.47M +$958K +14,005 +15%
LI
305
LMCG Investments
Massachusetts
$7.46M +$1.58M +23,044 +27%
CG
306
Colony Group
Massachusetts
$7.4M +$815K +11,924 +12%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$7.39M -$92.8K -1,358 -1%
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$7.3M +$848K +12,401 +13%
GIM
309
Goelzer Investment Management
Indiana
$7.24M +$4.15M +60,677 +134%
BIM
310
Bridges Investment Management
Nebraska
$7.21M +$456K +6,664 +7%
FHA
311
First Horizon Advisors
Tennessee
$7.16M +$583K +8,589 +9%
ANB
312
Amarillo National Bank
Texas
$7.11M +$2.76M +40,401 +64%
EHPM
313
Emery Howard Portfolio Management
California
$7.09M +$34.6K +506 +0.5%
HS
314
HighVista Strategies
Massachusetts
$7.02M – – –
FPIS
315
Financial Planning & Information Services
Wisconsin
$6.87M -$264K -3,866 -4%
GAM
316
Gould Asset Management
California
$6.84M -$109K -1,600 -2%
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
$6.73M -$148K -2,170 -2%
FC
318
FCA Corp
Texas
$6.66M +$357K +5,223 +6%
RSVP
319
Ramsay Stattman Vela & Price
Colorado
$6.65M +$89.2K +1,305 +1%
BHWM
320
Bar Harbor Wealth Management
New Hampshire
$6.64M +$56.5K +826 +0.9%
SBH
321
Segall Bryant & Hamill
Illinois
$6.63M -$6.91K -101 -0.1%
VDI
322
Vaughan David Investments
Illinois
$6.57M – – –
SC
323
SouthState Corp
Florida
$6.46M +$105K +1,538 +2%
SJIM
324
St. Johns Investment Management
Florida
$6.43M +$49.9K +730 +0.8%
MWM
325
Merriman Wealth Management
Washington
$6.3M +$2.84K +42 +0%
11 12
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