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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 %
EMA
326
Efficient Market Advisors
California
$6.28M -$146K -2,135 -2%
Capital Fund Management (CFM)
327
Capital Fund Management (CFM)
France
$6.12M +$6.12M +89,493 New
VC
328
Vicus Capital
Pennsylvania
$6.11M -$131K -1,913 -2%
BWFA
329
Baltimore-Washington Financial Advisors
Maryland
$6.09M +$199K +2,912 +3%
MC
330
Miles Capital
Iowa
$6.05M +$98.1K +1,434 +2%
SNT
331
Security National Trust
West Virginia
$6.05M +$52.3K +765 +0.9%
MFS
332
MSI Financial Services
Massachusetts
$6.03M -$2.83M -41,337 -32%
RMDI
333
R.M. Davis Inc
Maine
$5.93M -$120K -1,761 -2%
CFB
334
Cullen/Frost Bankers
Texas
$5.92M +$691K +10,100 +13%
SIC
335
Sigma Investment Counselors
Michigan
$5.81M -$129K -1,880 -2%
ACM
336
Antonetti Capital Management
Florida
$5.75M +$1.99M +29,071 +53%
ACI
337
AMP Capital Investors
Australia
$5.66M +$3.2M +46,789 +130%
CCWA
338
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.65M +$101K +1,476 +2%
VFA
339
Virtus Fund Advisers
Connecticut
$5.65M +$5.65M +82,649 New
PAS
340
Partnervest Advisory Services
California
$5.64M -$487K -7,121 -8%
HI
341
Horizon Investments
North Carolina
$5.59M +$991K +14,495 +22%
DY
342
Dowling & Yahnke
California
$5.57M -$312K -4,560 -5%
FFS
343
Founders Financial Securities
Maryland
$5.54M +$964K +14,097 +21%
BPBT
344
Boston Private Bank & Trust
Massachusetts
$5.48M +$278K +4,061 +5%
DBT
345
Dubuque Bank & Trust
Iowa
$5.42M +$5.19M +75,965 +2,330%
JCM
346
Jag Capital Management
Missouri
$5.35M -$156K -2,280 -3%
MBT
347
Monroe Bank & Trust
Michigan
$5.25M -$98.1K -1,435 -2%
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$5.25M +$4.06M +59,460 +344%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$5.17M +$48.1K +703 +0.9%
BG
350
Bollard Group
Massachusetts
$5.13M – – –
12 13
14
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