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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$906M
2
SMM
Stadion Money Management
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$224M
4
CS
Credit Suisse
Switzerland
+$195M
5
MSA
Mason Street Advisors
Wisconsin
+$177M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$584M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Wells Fargo
Wells Fargo
California
-$239M
4
DCM
Dupont Capital Management
Delaware
-$193M
5
Barclays
Barclays
United Kingdom
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
576
Shepherd Kaplan Krochuk
Massachusetts
$901K -$109K -1,715 -11%
CT
577
Cambridge Trust
Massachusetts
$896K -$184K -2,886 -17%
WA
578
WFG Advisors
Texas
$894K -$734K -11,499 -45%
HIMCH
579
Hartford Investment Management Co (HIMCO)
Connecticut
$893K -$957K -15,000 -52%
CBN
580
Cadence Bank NA
Texas
$893K -$63.1K -989 -7%
ECM
581
Exchange Capital Management
Michigan
$890K -$74.4K -1,166 -8%
BFM
582
Boston Financial Management
Massachusetts
$889K -$25.5K -400 -3%
PSI
583
Pinnacle Summer Investments
Virginia
$883K +$303K +4,750 +52%
BC
584
Burney Company
Virginia
$880K +$35.1K +550 +4%
CCM
585
Coldstream Capital Management
Washington
$874K -$6.38K -100 -0.7%
AFS
586
Aft Forsyth & Sober
Florida
$874K -$1.15K -18 -0.1%
PSUF
587
People's United Financial
Connecticut
$873K +$200K +3,127 +30%
CM
588
Churchill Management
California
$866K +$20K +314 +2%
STI
589
Susquehanna Trust & Investment
Pennsylvania
$847K -$27.9K -437 -3%
IIM
590
Ipswich Investment Management
Massachusetts
$840K +$840K +13,156 New
CCT
591
Country Club Trust
Missouri
$835K – – –
LFG
592
LifePlan Financial Group
Ohio
$832K -$6.83K -107 -0.8%
MBI
593
Montrusco Bolton Investments
Quebec, Canada
$821K +$220K +3,500 +37%
PMFA
594
Plante Moran Financial Advisors
Michigan
$821K +$589K +9,224 +253%
CAM
595
Capstone Asset Management
Texas
$820K -$25K -392 -3%
CG
596
Corundum Group
Colorado
$820K +$4.72K +74 +0.6%
MCM
597
Munder Capital Management
Michigan
$818K -$477K -7,475 -37%
GGPS
598
Gary Goldberg Planning Services
New York
$815K -$12.4K -195 -2%
WSA
599
Willow Street Advisors
Florida
$813K +$813K +12,745 New
PCM
600
Parsons Capital Management
Rhode Island
$808K +$4.65K +73 +0.6%
22 23
24
25 26