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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.11B
2
Goldman Sachs
Goldman Sachs
New York
+$394M
3
DCM
Dupont Capital Management
Delaware
+$357M
4
SCM
SCS Capital Management
Massachusetts
+$332M
5
Bank of America
Bank of America
North Carolina
+$98.1M

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
-$495M
2
BFA
BlackRock Fund Advisors
California
-$382M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$268M
4
U
UBS
Switzerland
-$256M
5
CS
Credit Suisse
Switzerland
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
Bluefin Capital Management
New York
$2.4M -$534K -7,866 -18%
NES
477
New England Securities
New York
$2.37M +$272K +4,052 +13%
ICOA
478
Investment Centers of America
North Dakota
$2.37M +$1.37M +21,380 +137%
1IA
479
1834 Investment Advisors
Wisconsin
$2.37M -$62.2K -926 -3%
RPGK
480
Retirement Planning Group (Kansas)
Kansas
$2.34M -$86K -1,280 -4%
MFW
481
Meristem Family Wealth
Minnesota
$2.32M -$66.9K -996 -3%
LIM
482
Leavell Investment Management
Alabama
$2.31M +$941K +14,000 +69%
AIM
483
Aspen Investment Management
Michigan
$2.29M -$67.2K -1,000 -3%
BA
484
Boston Advisors
Massachusetts
$2.28M -$91.9K -1,367 -4%
ACM
485
Ashford Capital Management
Delaware
$2.28M -$465K -6,922 -17%
FAAM
486
First Allied Asset Management
California
$2.25M -$696K -10,355 -24%
WC
487
Woodstock Corp
Massachusetts
$2.25M -$84K -1,250 -4%
TG
488
TCW Group
California
$2.23M – – –
AI
489
Accredited Investors
Minnesota
$2.19M +$101K +1,504 +5%
BSWMG
490
Barrington Strategic Wealth Management Group
Illinois
$2.19M +$462K +6,880 +27%
PL
491
Plancorp LLC
Missouri
$2.19M +$1.25M +18,607 +134%
KCM
492
Kanawha Capital Management
Virginia
$2.17M +$23.5K +350 +1%
M
493
MOTCO
Texas
$2.17M -$149K -2,222 -6%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$2.15M +$381K +5,668 +22%
PWAP
495
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.15M -$20K -298 -0.9%
PP
496
Patten & Patten
Tennessee
$2.14M +$222K +3,310 +12%
CAM
497
Cubic Asset Management
Massachusetts
$2.12M +$35.7K +531 +2%
BCIM
498
British Columbia Investment Management
British Columbia, Canada
$2.08M – – –
AB
499
Atlas Brown
Kentucky
$2.05M +$2.05M +30,517 New
FCBT
500
First Citizens Bank & Trust
North Carolina
$2.04M +$64.1K +953 +3%
18 19
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