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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 %
MAS
526
Managed Account Services
Florida
$2.18M +$2.18M +37,806 New
RBC
527
Ronald Blue & Co
Georgia
$2.16M -$39.5K -684 -2%
OWD
528
Osborn Williams & Donohoe
Ohio
$2.14M – – –
MCM
529
Murphy Capital Management
New Jersey
$2.13M +$99.3K +1,720 +5%
LJHT
530
Laurie J. Hall Trustee
$2.12M +$2.12M +35,939 New
EK
531
Evensky & Katz
Florida
$2.11M +$19.1K +331 +0.9%
HIIFS
532
Harel Insurance Investments & Financial Services
Israel
$2.09M -$2.2M – –
SS
533
Simplicity Solutions
Minnesota
$2.09M -$2.75M -47,563 -57%
PSW
534
Portfolio Strategies (Washington)
Washington
$2.08M +$2.08M +36,014 New
TF
535
Tompkins Financial
New York
$2.07M -$801K -13,887 -28%
SSB
536
Sandy Spring Bank
Maryland
$2.07M -$89.4K -1,548 -4%
Cetera Investment Advisers
537
Cetera Investment Advisers
Illinois
$2.06M +$60K +1,040 +3%
GIM
538
Goelzer Investment Management
Indiana
$2.05M +$203K +3,513 +11%
HEIP
539
Hudson Edge Investment Partners
New Jersey
$2.04M +$208K +3,600 +11%
ACM
540
Avalon Capital Management
California
$2.02M +$2.02M +35,000 New
IG
541
ING Group
Netherlands
$2.01M – – –
UWPG
542
Ullmann Wealth Partners Group
Florida
$2.01M +$2.01M +33,451 New
WF
543
Welch & Forbes
Massachusetts
$2.01M -$13.3K -230 -0.7%
BA
544
Boston Advisors
Massachusetts
$2.01M +$113K +1,957 +6%
TAM
545
Tyers Asset Management
Texas
$2M +$2M +34,584 New
AI
546
Atria Investments
North Carolina
$1.99M -$1.14M -19,804 -36%
FWM
547
Frontier Wealth Management
Missouri
$1.99M -$76.6K -1,327 -4%
DG
548
Davidson & Garrard
Virginia
$1.99M -$161K -2,793 -8%
HT
549
Hefren-Tillotson
Pennsylvania
$1.99M -$61.6K -1,067 -3%
HIMCH
550
Hartford Investment Management Co (HIMCO)
Connecticut
$1.98M -$428K -7,405 -18%
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