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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 %
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$5.13M +$5.13M +75,000 New
TWA
352
TCI Wealth Advisors
Arizona
$5.08M -$650K -9,500 -11%
B
353
Barings
North Carolina
$5.02M – – –
GT
354
Greenleaf Trust
Michigan
$5.01M -$10.4K -152 -0.2%
PNC
355
Park National Corp
Ohio
$5.01M +$142K +2,075 +3%
CAL
356
Capital Advisors Ltd
Ohio
$5M +$140K +2,049 +3%
Charles Schwab
357
Charles Schwab
California
$4.9M -$6.02M -88,100 -55%
CS
358
Comerica Securities
Michigan
$4.88M +$56.5K +826 +1%
CIM
359
CenturyLink Investment Management
Colorado
$4.83M -$2.5M -36,500 -34%
PAI
360
Pittenger & Anderson Inc
Nebraska
$4.81M +$99.7K +1,459 +2%
FTIOP
361
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.74M +$920K +13,450 +24%
IFWM
362
Institute for Wealth Management
Colorado
$4.72M +$512K +7,481 +12%
CIM
363
CIM Investment Management
Pennsylvania
$4.72M -$674K -9,852 -12%
TIM
364
Tortoise Investment Management
New York
$4.71M -$1.44K -21 -0%
SCA
365
Salient Capital Advisors
Texas
$4.68M -$1.57K -23 -0%
SAMT
366
Select Asset Management & Trust
Pennsylvania
$4.6M +$1.96M +28,725 +75%
TCM
367
Twele Capital Management
Minnesota
$4.6M – – –
SFT
368
Simmons First Trust
Arkansas
$4.59M -$43.1K -630 -0.9%
FT
369
Fiduciary Trust
Massachusetts
$4.58M +$102K +1,485 +2%
WCM
370
Windsor Capital Management
Arizona
$4.5M +$331K +4,843 +8%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$4.47M -$12.4K -181 -0.3%
ACM
372
Azimuth Capital Management
Michigan
$4.46M +$229K +3,350 +5%
LBC
373
Lawrence B. Cohen
$4.32M – – –
RBC
374
Ronald Blue & Co
Georgia
$4.29M +$449K +6,569 +12%
PFP
375
Pinnacle Financial Partners
Tennessee
$4.29M +$571K +8,352 +15%
13 14
15
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