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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
26.34%
Holding in Top 10
209
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.42%
% of All Funds
6.01%
New
54
Increased
389
Reduced
350
Closed
36
Calls
$1.91B
Puts
$5.31B
Net Calls
-$3.4B
Net Calls Change
+$705M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$587M
2
Bank of America
Bank of America
North Carolina
+$369M
3
CS
Credit Suisse
Switzerland
+$323M
4
SMM
Stadion Money Management
Georgia
+$210M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$216M
2
Northern Trust
Northern Trust
Illinois
-$183M
3
DCM
Dupont Capital Management
Delaware
-$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Prudential Financial
Prudential Financial
New Jersey
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
626
BRR OpCo
Ohio
$1.05M -$32.9K -481 -3%
TT
627
Tiedemann Trust
Delaware
$1.05M – – –
CSIC
628
Clifford Swan Investment Counsel
California
$1.05M -$62.2K -910 -6%
SFSG
629
Stearns Financial Services Group
North Carolina
$1.04M -$15.2K -222 -1%
QCM
630
Quadrant Capital Management
New Jersey
$1.03M +$1.03M +15,075 New
State of Wisconsin Investment Board
631
State of Wisconsin Investment Board
Wisconsin
$1.03M – – –
PP
632
Paloma Partners
Connecticut
$1.03M +$1.03M +15,000 New
CCM
633
Coldstream Capital Management
Washington
$1.02M +$3.08K +45 +0.3%
TIA
634
Tiemann Investment Advisors
California
$1.01M -$6.09K -89 -0.6%
VAM
635
Visionary Asset Management
Texas
$1.01M +$552K +8,077 +120%
ICAS
636
Investors Capital Advisory Services
Massachusetts
$998K -$81.2K -1,188 -8%
IIM
637
Ipswich Investment Management
Massachusetts
$995K +$995K +14,549 New
CWM
638
Cranbrook Wealth Management
Michigan
$992K +$132K +1,936 +15%
FM
639
Family Management
New York
$991K +$991K +14,500 New
ACM
640
Aviance Capital Management
Florida
$968K +$289K +4,231 +43%
DCM
641
Donaldson Capital Management
Indiana
$967K +$358K +5,239 +59%
PWLP
642
Prio Wealth Limited Partnership
Massachusetts
$960K +$50.9K +745 +6%
ACM
643
Avalon Capital Management
California
$955K +$48.5K +710 +5%
PCA
644
Peddock Capital Advisors
Massachusetts
$952K -$1M -14,634 -51%
IPC
645
Independent Portfolio Consultants
Florida
$951K -$199K -2,915 -17%
MIAN
646
Mariner Independent Advisor Network
Kansas
$925K +$925K +13,529 New
FIMS
647
FBL Investment Management Services
Iowa
$923K -$11.6M -169,270 -93%
PSI
648
Pinnacle Summer Investments
Virginia
$915K +$109K +1,589 +13%
LFG
649
LifePlan Financial Group
Ohio
$914K +$18.5K +271 +2%
EWA
650
EP Wealth Advisors
California
$909K -$46.6K -682 -5%
24 25
26
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