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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,005 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+27
Holders Change %
+2.76%
% of All Funds
26.81%
Holding in Top 10
220
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+7.84%
% of All Funds
5.87%
New
95
Increased
420
Reduced
380
Closed
57
Calls
$2.84B
Puts
$4.82B
Net Calls
-$1.98B
Net Calls Change
-$367M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.84B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
3
Bank of America
Bank of America
North Carolina
+$409M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
5
MAA
Managed Account Advisors
New Jersey
+$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.65B
2
Goldman Sachs
Goldman Sachs
New York
-$445M
3
CS
Credit Suisse
Switzerland
-$196M
4
MSA
Mason Street Advisors
Wisconsin
-$195M
5
Deutsche Bank
Deutsche Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
576
Texas Yale Capital Corp
Florida
$1.55M -$162K -2,525 -9%
FBNAT
577
FirstMerit Bank N.A. Trustee
Ohio
$1.53M -$114K -1,779 -7%
BRM
578
Boston Research & Management
Massachusetts
$1.53M -$20.2K -315 -1%
PWM
579
Perigon Wealth Management
California
$1.52M -$135K -2,099 -8%
CTC
580
Central Trust Company
Missouri
$1.52M -$36.5K -569 -2%
BWAM
581
Boyd Watterson Asset Management
Ohio
$1.5M +$29K +452 +2%
KIA
582
KCM Investment Advisors
California
$1.5M +$44K +685 +3%
GLA
583
Great Lakes Advisors
Illinois
$1.49M -$1.45M -22,649 -49%
CHC
584
City Holding Co
West Virginia
$1.49M +$3.21K +50 +0.2%
WCM
585
Wealthcare Capital Management
Virginia
$1.48M +$80.1K +1,249 +6%
CANC
586
Culbertson A N & Co
Virginia
$1.48M +$152K +2,364 +11%
JFG
587
JMG Financial Group
Illinois
$1.48M -$21K -327 -1%
NEPWA
588
New England Private Wealth Advisors
Massachusetts
$1.45M -$309K -4,804 -18%
IAA
589
Ironsides Asset Advisors
North Carolina
$1.45M +$481K +7,500 +50%
CT
590
Coastline Trust
Rhode Island
$1.45M -$29.1K -453 -2%
BC
591
Bartlett & Co
Ohio
$1.44M -$151K -2,346 -9%
NSIM
592
North Star Investment Management
Illinois
$1.43M +$17.4K +271 +1%
CPO
593
Cerity Partners OCIO
New York
$1.41M +$1.41M +22,016 New
QCM
594
Quadrant Capital Management
New Jersey
$1.41M – – –
FAM
595
Foothills Asset Management
Arizona
$1.37M – – –
PG
596
Patten Group
Tennessee
$1.37M -$130K -2,025 -9%
HS
597
HighVista Strategies
Massachusetts
$1.36M -$5.23M -81,568 -79%
CPIG
598
Chicago Partners Investment Group
Illinois
$1.35M -$2.9M -47,709 -68%
AWM
599
Avior Wealth Management
Nebraska
$1.34M -$45K -701 -3%
JAFL
600
Jay A. Fishman Ltd
Michigan
$1.33M – – –
22 23
24
25 26