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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 %
DWM
451
Destination Wealth Management
California
$3.05M -$163K -2,536 -5%
EAM
452
Evanson Asset Management
California
$3.04M +$665K +10,362 +28%
SI
453
SII Investments
Wisconsin
$3.02M +$392K +6,087 +15%
LWM
454
LBA Wealth Management
Florida
$2.98M -$34K -530 -1%
BCMO
455
Buckingham Capital Management (Ohio)
Ohio
$2.97M +$250K +3,901 +9%
NIC
456
Northwest Investment Counselors
Oregon
$2.96M -$53.5K -833 -2%
SSWM
457
Sheets Smith Wealth Management
North Carolina
$2.96M -$391K -6,096 -12%
MAS
458
Madden Advisory Services
Florida
$2.95M -$67.3K -1,049 -2%
PI
459
PineBridge Investments
New York
$2.92M -$2.68M -41,824 -48%
CCG
460
Chatham Capital Group
Georgia
$2.9M +$771K +12,020 +36%
BFC
461
Blue Fin Capital
Rhode Island
$2.9M +$214K +3,330 +8%
SIC
462
Salem Investment Counselors
North Carolina
$2.88M +$588K +9,165 +26%
Neuberger Berman Group
463
Neuberger Berman Group
New York
$2.86M -$11.1M -172,722 -80%
HCP
464
Holt Capital Partners
Texas
$2.85M -$16K -250 -0.6%
BTNA
465
Bremer Trust National Association
Minnesota
$2.82M +$699K +10,897 +33%
BCM
466
Blume Capital Management
California
$2.82M -$289K -4,500 -9%
LJHT
467
Laurie J. Hall Trustee
$2.82M – – –
OCM
468
One Capital Management
California
$2.79M +$113K +1,757 +4%
PIA
469
Peachtree Investment Advisors
Georgia
$2.79M -$403K -6,277 -13%
CAM
470
Capstone Asset Management
Texas
$2.78M -$27.6K -430 -1%
MCM
471
Maryland Capital Management
Maryland
$2.78M +$27.1K +423 +1%
CG
472
Carlyle Group
District of Columbia
$2.76M -$1.59M -24,836 -37%
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$2.76M -$17.9K -279 -0.6%
FFA
474
First Foundation Advisors
California
$2.76M -$21.9M -341,638 -89%
HCM
475
Hollencrest Capital Management
California
$2.75M -$118K -1,836 -4%
17 18
19
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