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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$906M
2
SMM
Stadion Money Management
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$224M
4
CS
Credit Suisse
Switzerland
+$195M
5
MSA
Mason Street Advisors
Wisconsin
+$177M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$584M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Wells Fargo
Wells Fargo
California
-$239M
4
DCM
Dupont Capital Management
Delaware
-$193M
5
Barclays
Barclays
United Kingdom
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
401
Fiduciary Trust
Massachusetts
$3.04M +$107K +1,679 +4%
TFCP
402
Twin Focus Capital Partners
Massachusetts
$2.95M -$7.08K -111 -0.2%
Kayne Anderson Rudnick Investment Management
403
Kayne Anderson Rudnick Investment Management
California
$2.94M +$9.25K +145 +0.3%
LJHT
404
Laurie J. Hall Trustee
$2.92M -$3.19K -50 -0.1%
RBC
405
Ronald Blue & Co
Georgia
$2.88M +$350K +5,488 +14%
CAM
406
Congress Asset Management
Massachusetts
$2.86M -$99.5K -1,560 -3%
WC
407
Whitnell & Co
Illinois
$2.85M -$169K -2,655 -6%
SI
408
SII Investments
Wisconsin
$2.84M +$384K +6,027 +16%
WI
409
WHV Investments
California
$2.83M +$1.33M +22,115 +89%
BWFA
410
Baltimore-Washington Financial Advisors
Maryland
$2.81M +$270K +4,230 +11%
LW
411
Linscomb Wealth
Texas
$2.79M -$219K -3,431 -7%
WF
412
Welch & Forbes
Massachusetts
$2.79M +$86.3K +1,353 +3%
GIM
413
Goelzer Investment Management
Indiana
$2.78M -$2.96M -46,399 -52%
CWM
414
Concert Wealth Management
California
$2.78M +$13.6K +213 +0.5%
ACM
415
Avalon Capital Management
California
$2.74M +$6.13K +96 +0.2%
DBIA
416
Dumont & Blake Investment Advisors
New Jersey
$2.72M +$86.8K +1,360 +3%
MCM
417
Murphy Capital Management
New Jersey
$2.7M +$92.1K +1,444 +4%
DWM
418
Destination Wealth Management
California
$2.7M +$72.9K +1,143 +3%
DWT
419
Dorsey & Whitney Trust
South Dakota
$2.7M +$722K +11,316 +37%
ANB
420
Amarillo National Bank
Texas
$2.68M -$187K -2,925 -7%
CWM
421
Cabot Wealth Management
Massachusetts
$2.68M -$439K -6,880 -14%
GC
422
Guggenheim Capital
Illinois
$2.68M -$766K -12,000 -22%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$2.65M +$2.65M +41,549 New
RPGK
424
Retirement Planning Group (Kansas)
Kansas
$2.62M -$128K -2,009 -5%
FTI
425
Fiduciary Trust International
Massachusetts
$2.59M -$129K -2,020 -5%
15 16
17
18 19