EFA icon

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 %
WPC
401
Waters Parkerson & Co
Louisiana
$3.76M +$61.1K +911 +2%
SBH
402
Segall Bryant & Hamill
Illinois
$3.73M -$4.03K -60 -0.1%
CIA
403
CCM Investment Advisers
South Carolina
$3.72M -$160K -2,390 -4%
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.69M +$154K +2,296 +4%
WCM
405
Windsor Capital Management
Arizona
$3.67M -$138K -2,058 -4%
P
406
Pitcairn
Pennsylvania
$3.67M – – –
WA
407
Wasatch Advisors
Utah
$3.59M +$3.59M +53,538 New
ABC
408
Associated Banc-Corp
Wisconsin
$3.59M +$385K +5,740 +12%
DG
409
Davidson & Garrard
Virginia
$3.57M +$352K +5,250 +11%
RBC
410
Ronald Blue & Co
Georgia
$3.56M +$534K +7,961 +18%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$3.56M +$949K +14,142 +36%
BB
412
Busey Bank
Illinois
$3.54M -$6.54M -97,514 -65%
Connor, Clark & Lunn Investment Management (CC&L)
413
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.53M – – –
Neuberger Berman Group
414
Neuberger Berman Group
New York
$3.5M +$2.03M +30,230 +138%
AIP
415
Ameritas Investment Partners
Nebraska
$3.48M -$86.1K -1,284 -2%
BWFA
416
Baltimore-Washington Financial Advisors
Maryland
$3.47M +$516K +7,685 +17%
LWM
417
LBA Wealth Management
Florida
$3.47M +$3.47M +51,664 New
LBA
418
Letko, Brosseau & Associates
Quebec, Canada
$3.41M +$1.93M +28,750 +131%
NAM
419
NTV Asset Management
West Virginia
$3.4M +$2.42K +36 +0.1%
OWD
420
Osborn Williams & Donohoe
Ohio
$3.37M – – –
SSWM
421
Sheets Smith Wealth Management
North Carolina
$3.36M +$7.38K +110 +0.2%
SAMT
422
Select Asset Management & Trust
Pennsylvania
$3.35M +$3.35M +50,000 New
GCA
423
Greenwood Capital Associates
South Carolina
$3.35M -$215K -3,200 -6%
MCM
424
Makena Capital Management
California
$3.35M – – –
BCM
425
Blume Capital Management
California
$3.34M +$3.34M +49,700 New
15 16
17
18 19