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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.11B
2
Goldman Sachs
Goldman Sachs
New York
+$394M
3
DCM
Dupont Capital Management
Delaware
+$357M
4
SCM
SCS Capital Management
Massachusetts
+$332M
5
Bank of America
Bank of America
North Carolina
+$98.1M

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
-$495M
2
BFA
BlackRock Fund Advisors
California
-$382M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$268M
4
U
UBS
Switzerland
-$256M
5
CS
Credit Suisse
Switzerland
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Merriman Wealth Management
Washington
$6.36M +$4.18M +61,226 +192%
Mackenzie Financial
327
Mackenzie Financial
Ontario, Canada
$6.34M +$1.34M +19,929 +27%
EMA
328
Efficient Market Advisors
California
$6.32M -$294K -4,370 -4%
SJIM
329
St. Johns Investment Management
Florida
$6.27M +$6.27M +93,282 New
SC
330
SouthState Corp
Florida
$6.24M +$5.19M +77,182 +491%
FC
331
FCA Corp
Texas
$6.19M +$653K +9,716 +12%
TAM
332
Todd Asset Management
Kentucky
$6.18M -$394K -5,870 -6%
VC
333
Vicus Capital
Pennsylvania
$6.13M +$1.89M +28,057 +44%
PAS
334
Partnervest Advisory Services
California
$6.02M -$1.07M -15,959 -15%
RMDI
335
R.M. Davis Inc
Maine
$5.95M -$835K -12,420 -12%
WB
336
Webster Bank
Connecticut
$5.93M +$136K +2,025 +2%
SNT
337
Security National Trust
West Virginia
$5.89M +$709K +10,555 +14%
MC
338
Miles Capital
Iowa
$5.85M +$4.56M +67,861 +354%
SIC
339
Sigma Investment Counselors
Michigan
$5.84M -$43.3K -645 -0.7%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$5.79M +$2.31M +34,348 +66%
LI
341
LMCG Investments
Massachusetts
$5.78M -$115K -1,712 -2%
DY
342
Dowling & Yahnke
California
$5.78M +$148K +2,206 +3%
VKH
343
Virtu KCG Holdings
New York
$5.75M +$943K +14,033 +20%
TWA
344
TCI Wealth Advisors
Arizona
$5.63M +$10.6K +157 +0.2%
BOH
345
Bank of Hawaii
Hawaii
$5.62M +$245K +3,640 +5%
PRA
346
Parametric Risk Advisors
Connecticut
$5.59M +$5.59M +83,200 New
CCWA
347
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.46M +$332K +4,945 +6%
JCM
348
Jag Capital Management
Missouri
$5.41M +$43.7K +650 +0.8%
CA
349
Cambridge Associates
Massachusetts
$5.35M -$23.2M -345,450 -81%
CIM
350
CIM Investment Management
Pennsylvania
$5.3M – – –
12 13
14
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