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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,005 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+27
Holders Change %
+2.76%
% of All Funds
26.81%
Holding in Top 10
220
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+7.84%
% of All Funds
5.87%
New
95
Increased
420
Reduced
380
Closed
57
Calls
$2.84B
Puts
$4.82B
Net Calls
-$1.98B
Net Calls Change
-$367M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.84B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
3
Bank of America
Bank of America
North Carolina
+$409M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
5
MAA
Managed Account Advisors
New Jersey
+$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.65B
2
Goldman Sachs
Goldman Sachs
New York
-$445M
3
CS
Credit Suisse
Switzerland
-$196M
4
MSA
Mason Street Advisors
Wisconsin
-$195M
5
Deutsche Bank
Deutsche Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
426
Merriman Wealth Management
Washington
$3.64M +$789K +11,946 +28%
SCM
427
Stellar Capital Management
Arizona
$3.58M +$660K +10,292 +23%
PWAP
428
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.58M +$1.12M +17,382 +45%
CFA
429
Capstone Financial Advisors
Illinois
$3.57M +$3.57M +55,702 New
MCM
430
Murphy Capital Management
New Jersey
$3.54M +$306K +4,762 +9%
LC
431
Lourd Capital
California
$3.53M +$456K +7,109 +15%
FPTW
432
Franklin, Parlapiano, Turner & Welch
Texas
$3.5M +$32.4K +505 +0.9%
ECM
433
Exchange Capital Management
Michigan
$3.46M -$2.73M -42,521 -44%
BG
434
Bahl & Gaynor
Ohio
$3.46M +$132K +2,050 +4%
B
435
Bailard
California
$3.38M -$297K -4,630 -8%
PA
436
Pinnacle Associates
New York
$3.38M +$609K +9,485 +22%
FTIOP
437
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.34M -$51.3K -800 -2%
NAM
438
NTV Asset Management
West Virginia
$3.31M +$25.6K +399 +0.8%
CIS
439
Connors Investor Services
Pennsylvania
$3.31M +$219K +3,410 +7%
PFS
440
Prospera Financial Services
Texas
$3.31M +$2.04M +31,731 +160%
P
441
Pitcairn
Pennsylvania
$3.3M -$353K -5,502 -10%
Lazard Asset Management
442
Lazard Asset Management
New York
$3.27M -$28M -436,988 -90%
CL
443
CPWM LLC
Washington
$3.26M -$2.19M -34,171 -40%
GFM
444
Gramercy Funds Management
Connecticut
$3.21M +$3.21M +50,000 New
RBC
445
Roble Belko & Company
Pennsylvania
$3.17M +$3.17M +49,402 New
TSS
446
Two Sigma Securities
New York
$3.16M +$3.16M +49,311 New
KT
447
Kanaly Trust
Texas
$3.13M +$146K +2,281 +5%
PGFC
448
Peapack-Gladstone Financial Corp
New Jersey
$3.12M -$66K -1,028 -2%
OWD
449
Osborn Williams & Donohoe
Ohio
$3.07M -$2.25K -35 -0.1%
TF
450
Tompkins Financial
New York
$3.06M +$63.3K +986 +2%
16 17
18
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