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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 %
LA
526
Lynch & Associates
Indiana
$1.78M +$950K +14,131 +115%
TBA
527
Train Babcock Advisors
New York
$1.78M +$401K +5,967 +29%
SPIO
528
Seven Post Investment Office
California
$1.77M – – –
BRM
529
Boston Research & Management
Massachusetts
$1.76M +$30.9K +460 +2%
ANBTV
530
American National Bank & Trust (Virginia)
Virginia
$1.76M -$11.7K -174 -0.7%
PFM
531
Parsec Financial Management
North Carolina
$1.76M -$151K -2,250 -8%
T. Rowe Price Associates
532
T. Rowe Price Associates
Maryland
$1.75M – – –
CASB
533
Cape Ann Savings Bank
Massachusetts
$1.72M +$79.6K +1,184 +5%
HH
534
Hilltop Holdings
Texas
$1.71M – – –
MCC
535
Mid Continent Capital
Illinois
$1.71M +$339K +5,050 +25%
TI
536
Truepoint Inc
Ohio
$1.71M +$543K +8,081 +47%
AIM
537
Assured Investment Management
New York
$1.71M +$1.71M +25,460 New
CCM
538
Chilton Capital Management
Texas
$1.69M +$208K +3,093 +14%
NL
539
NWAM LLC
Washington
$1.69M -$1.36M -20,295 -45%
IWC
540
Integrated Wealth Counsel
California
$1.68M +$628K +9,340 +59%
SGC
541
South Georgia Capital
Illinois
$1.66M +$83K +1,235 +5%
KIG
542
Kovitz Investment Group
Illinois
$1.64M +$609K +10,329 +59%
KIA
543
KCM Investment Advisors
California
$1.62M +$53.2K +792 +3%
Neuberger Berman Group
544
Neuberger Berman Group
New York
$1.62M -$1.89M -28,117 -54%
WCM
545
Wealthcare Capital Management
Virginia
$1.61M -$88.6K -1,318 -5%
JFG
546
JMG Financial Group
Illinois
$1.61M – – –
KFS
547
KMS Financial Services
Washington
$1.57M -$878K -13,061 -36%
CANC
548
Culbertson A N & Co
Virginia
$1.57M -$15.1K -225 -1%
FBNAT
549
FirstMerit Bank N.A. Trustee
Ohio
$1.57M -$3.41M -50,694 -68%
SBWM
550
Sunflower Bank Wealth Management
Arizona
$1.57M +$4.03K +60 +0.3%
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