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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,077 hedge funds and large institutions have $44.2B invested in iShares MSCI EAFE ETF in 2015 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 456 increasing their positions, 359 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,077
Holders Change
+77
Holders Change %
+7.7%
% of All Funds
28.28%
Holding in Top 10
226
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.1%
% of All Funds
5.93%
New
143
Increased
456
Reduced
359
Closed
53
Calls
$2.75B
Puts
$4.13B
Net Calls
-$1.38B
Net Calls Change
+$202M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$766M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$441M
3
Bank of America
Bank of America
North Carolina
+$377M
4
SCM
SCS Capital Management
Massachusetts
+$315M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$259M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$164M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$153M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$145M
4
USAA
United Services Automobile Association
Texas
-$143M
5
CS
Credit Suisse
Switzerland
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
501
Chemical Bank
Michigan
$2.85M +$676K +11,510 +31%
LFA
502
Landmark Financial Advisors
Kentucky
$2.83M -$976K -16,627 -26%
MCM
503
Murphy Capital Management
New Jersey
$2.83M -$70.4K -1,199 -2%
LGWM
504
Litman Gregory Wealth Management
California
$2.8M +$2.8M +47,691 New
EARNEST Partners
505
EARNEST Partners
Georgia
$2.79M +$2.79M +47,545 New
KA
506
Klingman & Associates
New York
$2.76M +$931K +15,860 +51%
EAM
507
Evanson Asset Management
California
$2.74M -$139K -2,373 -5%
CL
508
CPWM LLC
Washington
$2.74M -$888K -15,117 -24%
FPTW
509
Franklin, Parlapiano, Turner & Welch
Texas
$2.74M -$112K -1,899 -4%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$2.71M +$1.7K +29 +0.1%
PWLP
511
Prio Wealth Limited Partnership
Massachusetts
$2.7M -$201K -3,423 -7%
RIL
512
Rothschild Investment LLC
Illinois
$2.7M +$5.87K +100 +0.2%
NIC
513
Northwest Investment Counselors
Oregon
$2.69M -$9.81K -167 -0.4%
WF
514
Welch & Forbes
Massachusetts
$2.69M +$28.6K +487 +1%
QCG
515
Quadrant Capital Group
Ohio
$2.65M +$812K +13,891 +44%
ACM
516
Azimuth Capital Management
Michigan
$2.64M +$154K +2,620 +6%
SMM
517
Stadion Money Management
Georgia
$2.63M +$2.63M +44,816 New
PO
518
Private Ocean
California
$2.54M +$73.3K +1,248 +3%
SBH
519
Segall Bryant & Hamill
Illinois
$2.51M -$2.63M -44,854 -51%
AL
520
Aspiriant LLC
California
$2.51M +$142K +2,425 +6%
DG
521
Davidson & Garrard
Virginia
$2.5M +$241K +4,113 +11%
BAM
522
Barrett Asset Management
New York
$2.49M -$3.81M -64,947 -60%
Chevy Chase Trust
523
Chevy Chase Trust
Maryland
$2.49M +$199K +3,384 +9%
HCM
524
Hollencrest Capital Management
California
$2.47M +$14K +238 +0.6%
MWM
525
Merriman Wealth Management
Washington
$2.47M +$2.47M +42,646 New
19 20
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