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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,000 hedge funds and large institutions have $40.1B invested in iShares MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 431 increasing their positions, 392 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-17
Holders Change %
-1.67%
% of All Funds
27.95%
Holding in Top 10
213
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.91%
% of All Funds
5.95%
New
52
Increased
431
Reduced
392
Closed
63
Calls
$2.27B
Puts
$3.85B
Net Calls
-$1.58B
Net Calls Change
+$572M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.06B
2
BFA
BlackRock Fund Advisors
California
+$298M
3
Wells Fargo
Wells Fargo
California
+$217M
4
SO
STRS Ohio
Ohio
+$188M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$149M

Top Sellers

1
Jane Street
Jane Street
New York
-$398M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
3
Ameriprise
Ameriprise
Minnesota
-$224M
4
Morgan Stanley
Morgan Stanley
New York
-$169M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
351
Regal Investment Advisors
Michigan
$5.41M -$1.24M -21,651 -19%
NAM
352
NTV Asset Management
West Virginia
$5.39M -$30.1K -525 -0.6%
SLF
353
Sun Life Financial
Ontario, Canada
$5.39M -$18.8M -327,400 -78%
FC
354
Forte Capital
New York
$5.36M +$196K +3,419 +4%
PNC
355
Park National Corp
Ohio
$5.33M +$268K +4,678 +5%
Neuberger Berman Group
356
Neuberger Berman Group
New York
$5.24M +$2.16M +37,726 +70%
MWM
357
Mission Wealth Management
California
$5.22M -$269K -4,696 -5%
EWA
358
EP Wealth Advisors
California
$5.17M +$4.37M +76,280 +546%
Lazard Asset Management
359
Lazard Asset Management
New York
$5.12M +$2.19M +38,189 +75%
RBC
360
Ronald Blue & Co
Georgia
$5.06M -$7.62K -133 -0.2%
SBH
361
Segall Bryant & Hamill
Illinois
$5.02M -$120K -2,092 -2%
First Eagle Investment Management
362
First Eagle Investment Management
New York
$5.02M – – –
WPC
363
Waters Parkerson & Co
Louisiana
$5.02M +$486K +8,477 +11%
SS
364
Simplicity Solutions
Minnesota
$4.96M +$977K +17,044 +25%
BCA
365
Bray Capital Advisors
Florida
$4.95M +$4.29M +74,838 +651%
TRCT
366
Tower Research Capital (TRC)
New York
$4.91M -$19.9M -346,430 -80%
CM
367
Cornerstone Management
Georgia
$4.9M +$203K +3,537 +4%
PAS
368
Partnervest Advisory Services
California
$4.86M -$763K -13,319 -14%
HHGA
369
Halbert Hargrove Global Advisors
California
$4.79M -$65.3M -1,139,873 -93%
ICOA
370
Investment Centers of America
North Dakota
$4.79M +$329K +5,746 +7%
SGI
371
Swan Global Investments
Colorado
$4.78M +$4.35M +75,900 +1,026%
BA
372
BKS Advisors
Michigan
$4.76M -$169K -2,956 -3%
NB
373
NBT Bank
New York
$4.75M -$2.36M -41,119 -33%
CCM
374
Canal Capital Management
Virginia
$4.65M -$551K -9,616 -11%
TA
375
Tiedemann Advisors
New York
$4.64M -$601K -5,432 -11%
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15
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