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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$289M
2
BFA
BlackRock Fund Advisors
California
+$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$156M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
+$152M
5
Northern Trust
Northern Trust
Illinois
+$145M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$288M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$247M
4
EARNEST Partners
EARNEST Partners
Georgia
-$115M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
McKinley Capital Management
Alaska
$2.41M +$2.41M +41,781 New
CB
502
Community Bank
New York
$2.38M -$72.1K -1,250 -3%
CCM
503
Canal Capital Management
Virginia
$2.37M -$1.72M -29,860 -42%
SBH
504
Segall Bryant & Hamill
Illinois
$2.37M +$62.1K +1,075 +3%
CAM
505
Cubic Asset Management
Massachusetts
$2.35M +$1.15K +20 +0%
AWS
506
AJ Wealth Strategies
New York
$2.34M +$2.34M +40,494 New
SCM
507
SOL Capital Management
Maryland
$2.33M +$2.33M +40,352 New
HCM
508
Hollencrest Capital Management
California
$2.32M -$194K -3,358 -8%
GPGA
509
Grandeur Peak Global Advisors
Utah
$2.31M +$750K +13,000 +48%
SHCM
510
Stokes & Hubbell Capital Management
Louisiana
$2.31M -$226K -3,909 -9%
VWM
511
Venturi Wealth Management
Texas
$2.3M -$86K -1,490 -4%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$2.29M -$5.54K -96 -0.2%
BFC
513
Blue Fin Capital
Rhode Island
$2.28M +$369K +6,395 +19%
GA
514
GFS Advisors
Texas
$2.27M -$529K -9,164 -19%
WTB
515
Washington Trust Bank
Washington
$2.26M -$312K -5,401 -12%
Nomura Holdings
516
Nomura Holdings
Japan
$2.26M -$3.8M -65,800 -63%
NSIM
517
North Star Investment Management
Illinois
$2.25M +$219K +3,791 +11%
IAM
518
Impax Asset Management
New Hampshire
$2.24M +$2.24M +38,782 New
DWT
519
Dorsey & Whitney Trust
South Dakota
$2.24M – – –
EWA
520
EP Wealth Advisors
California
$2.23M +$1.13M +21,627 +103%
GC
521
Guggenheim Capital
Illinois
$2.21M – – –
AC
522
Addenda Capital
Quebec, Canada
$2.2M +$260K +4,500 +13%
PIM
523
Parasol Investment Management
Illinois
$2.19M -$26.4K -458 -1%
EGA
524
Eagle Global Advisors
Texas
$2.18M +$791K +13,699 +57%
PWM
525
Perigon Wealth Management
California
$2.18M +$879K +14,418 +67%
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