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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 %
SFSG
601
Stearns Financial Services Group
North Carolina
$804K +$3.13K +49 +0.4%
PWLP
602
Prio Wealth Limited Partnership
Massachusetts
$803K -$4.78K -75 -0.6%
ECAM
603
East Coast Asset Management
Massachusetts
$802K +$11.4K +178 +1%
WCM
604
Weatherstone Capital Management
Colorado
$800K -$82.1K -1,279 -9%
DP
605
Dearborn Partners
Illinois
$798K +$42.8K +670 +6%
RTIM
606
Round Table Investment Management
North Carolina
$778K +$778K +12,201 New
CCM
607
Carlson Capital Management
Minnesota
$777K -$15.8K -247 -2%
TNB
608
Thomasville National Bank
Georgia
$775K -$29.8K -467 -4%
MC
609
Miles Capital
Iowa
$774K +$41.7K +653 +6%
TSW
610
Thompson Siegel & Walmsley
Virginia
$766K +$92.5K +1,450 +14%
NFA
611
Nationwide Fund Advisors
Ohio
$765K -$829K -13,000 -52%
BCM
612
Boltwood Capital Management
California
$765K +$79.8K +1,250 +12%
GC
613
Gibson Capital
Pennsylvania
$764K – – –
EWA
614
EP Wealth Advisors
California
$759K +$759K +11,896 New
ACM
615
Ashford Capital Management
Delaware
$754K -$920K -14,414 -55%
IWC
616
Integrated Wealth Counsel
California
$745K +$288K +4,520 +63%
WPC
617
White Pine Capital
Minnesota
$742K +$475K +7,440 +177%
LA
618
Lynch & Associates
Indiana
$740K +$54.5K +853 +8%
SAS
619
Stelac Advisory Services
New York
$734K – – –
SHA
620
Smith Hayes Advisers
Nebraska
$730K +$30K +470 +4%
TI
621
Truepoint Inc
Ohio
$725K +$725K +11,360 New
IAS
622
INR Advisory Services
Pennsylvania
$719K -$4.91K -77 -0.7%
BCM
623
Brookmont Capital Management
Texas
$719K +$7.65K +120 +1%
HCM
624
Howland Capital Management
Massachusetts
$718K +$54.2K +850 +8%
GIA
625
Granite Investment Advisors
New Hampshire
$709K +$152K +2,385 +27%
23 24
25
26 27