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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

907 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 408 increasing their positions, 327 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-9
Holders Change %
-0.98%
% of All Funds
26.34%
Holding in Top 10
190
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.09%
% of All Funds
5.52%
New
52
Increased
408
Reduced
327
Closed
52
Calls
$2.73B
Puts
$6.09B
Net Calls
-$3.36B
Net Calls Change
+$38.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$731M
2
M&T Bank
M&T Bank
New York
+$212M
3
Northern Trust
Northern Trust
Illinois
+$188M
4
MAA
Managed Account Advisors
New Jersey
+$188M
5
PPA
Parametric Portfolio Associates
Washington
+$178M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$199M
2
U
UBS
Switzerland
-$186M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
-$175M
4
Bank of America
Bank of America
North Carolina
-$164M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
501
Accredited Investors
Minnesota
$1.88M +$431K +6,721 +30%
HWA
502
Heritage Wealth Advisors
Virginia
$1.87M -$348K -5,432 -16%
TYCC
503
Texas Yale Capital Corp
Florida
$1.84M +$1.8K +28 +0.1%
NFG
504
Next Financial Group
Texas
$1.84M +$1.84M +28,707 New
SSWM
505
Smith Salley Wealth Management
North Carolina
$1.83M -$408K -6,355 -18%
CCA
506
Checchi Capital Advisers
California
$1.83M -$16.3K -254 -0.9%
T. Rowe Price Associates
507
T. Rowe Price Associates
Maryland
$1.82M +$126K +1,964 +7%
CCM
508
Chilton Capital Management
Texas
$1.77M -$39.2K -611 -2%
EK
509
Evensky & Katz
Florida
$1.77M +$1.1M +17,080 +162%
SGC
510
South Georgia Capital
Illinois
$1.76M +$84.2K +1,313 +5%
HB
511
Homrich & Berg
Georgia
$1.76M +$92.1K +1,436 +6%
BRM
512
Boston Research & Management
Massachusetts
$1.75M +$18.6K +290 +1%
NEPWA
513
New England Private Wealth Advisors
Massachusetts
$1.74M +$41.3K +645 +2%
HCM
514
Hollencrest Capital Management
California
$1.7M +$62.5K +974 +4%
MMLI
515
Massachusetts Mutual Life Insurance
Massachusetts
$1.69M +$207K +3,234 +14%
SPIO
516
Seven Post Investment Office
California
$1.69M – – –
HSA
517
HBK Sorce Advisory
Pennsylvania
$1.68M +$29.5K +460 +2%
NL
518
NWAM LLC
Washington
$1.68M +$91.8K +1,431 +6%
TCOV
519
Trust Company of Vermont
Vermont
$1.68M +$84.8K +1,323 +5%
DADC
520
D.A. Davidson & Co
Montana
$1.67M +$35.7K +558 +2%
PFM
521
Parsec Financial Management
North Carolina
$1.67M +$19.4K +302 +1%
MWP
522
Moller Wealth Partners
$1.65M -$33.8K -528 -2%
CCG
523
Chatham Capital Group
Georgia
$1.63M +$1.63M +25,425 New
AT
524
Arden Trust
Delaware
$1.56M +$23.1K +360 +2%
BC
525
Bartlett & Co
Ohio
$1.55M -$203K -3,166 -12%
19 20
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