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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,160 hedge funds and large institutions have $56.1B invested in iShares MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 561 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+33
Holders Change %
+2.93%
% of All Funds
28.96%
Holding in Top 10
211
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.94%
% of All Funds
5.27%
New
96
Increased
561
Reduced
360
Closed
53
Calls
$4.03B
Puts
$5.75B
Net Calls
-$1.72B
Net Calls Change
+$4.79B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.32B
2
BlackRock
BlackRock
New York
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$341M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$290M
5
LPL Financial
LPL Financial
California
+$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$341M
2
Jane Street
Jane Street
New York
-$309M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$242M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$127M
5
Citigroup
Citigroup
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
601
ZWJ Investment Counsel
Georgia
$2.02M -$475K -7,282 -19%
WC
602
Woodstock Corp
Massachusetts
$2.02M +$13K +200 +0.6%
HCM
603
HMS Capital Management
Tennessee
$2.01M +$2.01M +30,867 New
BFS
604
Bradley Foster & Sargent
Connecticut
$2.01M +$275K +4,223 +16%
MAS
605
Madden Advisory Services
Florida
$2M +$196 +3 +0%
TNB
606
Thomasville National Bank
Georgia
$1.98M +$230K +3,529 +13%
DPI
607
Diversified Portfolios Inc
Michigan
$1.95M -$318K -4,873 -14%
GIM
608
Goelzer Investment Management
Indiana
$1.95M -$87.5K -1,342 -4%
BCP
609
Blue Chip Partners
Michigan
$1.94M -$22.8K -349 -1%
WF
610
Welch & Forbes
Massachusetts
$1.93M +$9.13K +140 +0.5%
BAM
611
Bruderman Asset Management
New York
$1.92M +$190K +2,909 +11%
IWA
612
Intercontinental Wealth Advisors
Texas
$1.91M +$239K +3,660 +14%
DBIA
613
Dumont & Blake Investment Advisors
New Jersey
$1.9M +$77.9K +1,195 +4%
GW
614
GW & Wade
Massachusetts
$1.9M +$1.63K +25 +0.1%
AEPG
615
American Economic Planning Group
New Jersey
$1.88M -$259K -3,968 -12%
FTI
616
Fiduciary Trust International
Massachusetts
$1.87M +$492K +7,553 +36%
UWPG
617
Ullmann Wealth Partners Group
Florida
$1.87M +$24.6K +377 +1%
CCM
618
Coldstream Capital Management
Washington
$1.87M +$24.2K +372 +1%
OIA
619
OneDigital Investment Advisors
Kansas
$1.86M +$1.86M +28,591 New
SCM
620
Shelton Capital Management
Colorado
$1.86M +$204K +3,128 +12%
WCM
621
Windsor Capital Management
Arizona
$1.85M +$30.8K +473 +2%
PSW
622
Portfolio Strategies (Washington)
Washington
$1.85M -$231K -3,545 -11%
EAM
623
Evanson Asset Management
California
$1.85M +$5.22K +80 +0.3%
LCM
624
Lucas Capital Management
New Jersey
$1.84M +$958K +14,690 +109%
ACI
625
Alpha Cubed Investments
California
$1.83M +$528K +8,095 +40%
23 24
25
26 27