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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 %
SNT
351
Security National Trust
West Virginia
$5.17M +$56.4K +840 +1%
CCWA
352
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.12M +$183K +2,726 +4%
Lazard Asset Management
353
Lazard Asset Management
New York
$5.1M +$1.62M +24,092 +46%
BPBT
354
Boston Private Bank & Trust
Massachusetts
$5.05M +$271K +4,037 +6%
BG
355
Bollard Group
Massachusetts
$5.03M – – –
Mackenzie Financial
356
Mackenzie Financial
Ontario, Canada
$5M +$1.15M +17,205 +30%
FBNAT
357
FirstMerit Bank N.A. Trustee
Ohio
$4.97M -$634K -9,453 -11%
DT
358
Diversified Trust
Tennessee
$4.95M +$674K +10,053 +16%
B
359
Barings
North Carolina
$4.92M – – –
HI
360
Horizon Investments
North Carolina
$4.91M +$1.2M +17,919 +32%
MBT
361
Monroe Bank & Trust
Michigan
$4.89M -$607K -9,053 -11%
IFWM
362
Institute for Wealth Management
Colorado
$4.89M -$587K -8,753 -11%
CG
363
Colony Group
Massachusetts
$4.86M +$2.53M +37,775 +109%
FFS
364
Founders Financial Securities
Maryland
$4.81M +$4.81M +71,711 New
VKH
365
Virtu KCG Holdings
New York
$4.8M -$7.63M -113,841 -61%
SAM
366
Stringer Asset Management
Tennessee
$4.75M +$4.75M +70,759 New
SCA
367
Salient Capital Advisors
Texas
$4.7M -$236K -3,511 -5%
MAM
368
Meeder Asset Management
Ohio
$4.67M -$47.6M -709,255 -91%
TIM
369
Tortoise Investment Management
New York
$4.63M -$36.9K -550 -0.8%
QA
370
Quantitative Advantage
Minnesota
$4.59M -$643K -9,583 -12%
CS
371
Comerica Securities
Michigan
$4.58M +$2.06M +30,746 +82%
TCM
372
Twele Capital Management
Minnesota
$4.55M -$461K -6,864 -9%
CFB
373
Cullen/Frost Bankers
Texas
$4.54M +$384K +5,731 +9%
GT
374
Glenview Trust
Kentucky
$4.47M +$4.47M +66,599 New
IF
375
IRON Financial
Illinois
$4.39M +$4.39M +65,439 New
13 14
15
16 17