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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 %
OFS
626
Orrstown Financial Services
Pennsylvania
$686K +$686K +10,750 New
EK
627
Evensky & Katz
Florida
$680K +$2.61K +41 +0.4%
LIA
628
LS Investment Advisors
Michigan
$674K – – –
RFC
629
Russell Frank Company
Washington
$669K +$669K +10,491 New
RMCM
630
Reynders McVeigh Capital Management
Massachusetts
$663K +$23.5K +369 +4%
DSC
631
Duncker Streett & Co
Missouri
$651K +$83.3K +1,306 +15%
RIA
632
Regal Investment Advisors
Michigan
$647K -$177K -2,774 -21%
SNBOSCI
633
Security National Bank of Sioux City Iowa
Iowa
$646K -$31.5K -494 -5%
EB
634
Eastern Bank
Massachusetts
$645K +$93.9K +1,471 +17%
MWP
635
MYCIO Wealth Partners
Pennsylvania
$642K +$6.57K +103 +1%
MIM
636
Marco Investment Management
Georgia
$638K – – –
PFS
637
Prospera Financial Services
Texas
$631K +$355K +5,546 +129%
MPI
638
Mairs & Power Inc
Minnesota
$628K -$3.19K -50 -0.5%
AP
639
Advisor Partners
California
$624K -$73.4K -1,151 -11%
DDPIC
640
Deroy & Devereaux Private Investment Counsel
Michigan
$621K -$9.58K -150 -2%
KAM
641
Keeley Asset Management
Illinois
$616K -$82.3K -1,290 -12%
HDIM
642
Hanson & Doremus Investment Management
Vermont
$612K +$27.5K +436 +5%
FNBOH
643
First National Bank of Hutchinson
Kansas
$610K -$637K -9,986 -51%
KFC
644
Klingenstein Fields & Co
New York
$605K +$1.09K +17 +0.2%
AWA
645
AmeriServ Wealth Advisors
Pennsylvania
$591K – – –
TGI
646
Tradewinds Global Investors
California
$589K +$589K +9,237 New
BTW
647
Boston Trust Walden
Massachusetts
$579K – – –
RVP
648
Relative Value Partners
Illinois
$578K +$95.4K +1,496 +20%
PWAP
649
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$575K – – –
FHC
650
Forest Hill Capital
Arkansas
$574K – – –
24 25
26
27 28