EFA icon

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 %
IPC
601
Independent Portfolio Consultants
Florida
$1.13M +$1.13M +16,821 New
PFS
602
Prospera Financial Services
Texas
$1.13M +$186K +2,770 +20%
NA
603
Nottingham Advisors
New York
$1.12M -$19.5K -290 -2%
CTC
604
Central Trust Company
Missouri
$1.11M +$66.9K +995 +6%
CT
605
Cambridge Trust
Massachusetts
$1.11M +$178K +2,648 +19%
CPO
606
Cerity Partners OCIO
New York
$1.1M -$3.45M -51,380 -76%
Millennium Management
607
Millennium Management
New York
$1.09M +$1.09M +16,278 New
VIA
608
Vantage Investment Advisors
Pennsylvania
$1.09M +$151K +2,248 +16%
COI
609
Connable Office Inc
Michigan
$1.09M +$670K +9,962 +159%
CSIC
610
Clifford Swan Investment Counsel
California
$1.09M – – –
GGPS
611
Gary Goldberg Planning Services
New York
$1.09M +$266K +3,955 +32%
AL
612
Aspiriant LLC
California
$1.09M -$28.1K -418 -3%
JIP
613
Jaffetilchin Investment Partners
Florida
$1.08M -$6.35M -94,560 -86%
CBN
614
Cadence Bank NA
Texas
$1.07M – – –
CPIM
615
Columbia Partners Investment Management
Virginia
$1.07M – – –
BO
616
BRR OpCo
Ohio
$1.07M -$32.7K -487 -3%
ICAS
617
Investors Capital Advisory Services
Massachusetts
$1.06M -$470K -6,995 -31%
WA
618
Wasatch Advisors
Utah
$1.06M -$2.54M -37,802 -71%
AP
619
Advisor Partners
California
$1.06M +$353K +5,261 +50%
GI
620
Glovista Investments
New Jersey
$1.05M +$410K +6,100 +64%
PSUF
621
People's United Financial
Connecticut
$1.04M +$158K +2,345 +18%
SFSG
622
Stearns Financial Services Group
North Carolina
$1.04M – – –
BBA
623
BLB&B Advisors
Pennsylvania
$1.04M – – –
AIM
624
AMI Investment Management
Indiana
$1.02M -$42K -626 -4%
State of Wisconsin Investment Board
625
State of Wisconsin Investment Board
Wisconsin
$1.01M – – –
23 24
25
26 27