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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

914 hedge funds and large institutions have $38.4B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 404 increasing their positions, 291 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+85
Holders Change %
+10.25%
% of All Funds
26.55%
Holding in Top 10
218
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+14.74%
% of All Funds
6.33%
New
127
Increased
404
Reduced
291
Closed
30
Calls
$2.8B
Puts
$6.05B
Net Calls
-$3.25B
Net Calls Change
-$840M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$823M
2
Goldman Sachs
Goldman Sachs
New York
+$617M
3
U
UBS
Switzerland
+$600M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$428M
5
Northern Trust
Northern Trust
Illinois
+$306M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$573M
2
BFA
BlackRock Fund Advisors
California
-$381M
3
SMM
Stadion Money Management
Georgia
-$316M
4
MSA
Mason Street Advisors
Wisconsin
-$154M
5
CS
Credit Suisse
Switzerland
-$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
651
WFG Advisors
Texas
$866K -$73.7K -1,099 -8%
TIA
652
Tiemann Investment Advisors
California
$865K +$865K +12,897 New
LFG
653
LifePlan Financial Group
Ohio
$864K -$10.6K -158 -1%
ICM
654
Ionic Capital Management
New York
$852K -$13.8M -205,000 -94%
PWLP
655
Prio Wealth Limited Partnership
Massachusetts
$844K – – –
CCT
656
Country Club Trust
Missouri
$843K -$35.2K -525 -4%
PSI
657
Pinnacle Summer Investments
Virginia
$841K -$87.3K -1,302 -9%
CCM
658
Coldstream Capital Management
Washington
$839K -$80.5K -1,199 -9%
EWA
659
EP Wealth Advisors
California
$833K +$34.4K +513 +4%
STI
660
Susquehanna Trust & Investment
Pennsylvania
$828K -$62.4K -930 -7%
LA
661
Lynch & Associates
Indiana
$827K +$49K +730 +6%
GGPS
662
Gary Goldberg Planning Services
New York
$819K -$37.6K -560 -4%
CCM
663
Carlson Capital Management
Minnesota
$817K – – –
TFA
664
Transamerica Financial Advisors
Florida
$817K +$467K +6,960 +134%
TNB
665
Thomasville National Bank
Georgia
$813K -$1.95K -29 -0.2%
TSW
666
Thompson Siegel & Walmsley
Virginia
$802K -$3.22K -48 -0.4%
GC
667
Gibson Capital
Pennsylvania
$802K – – –
WCM
668
Weatherstone Capital Management
Colorado
$798K -$35.1K -525 -4%
BCM
669
Boltwood Capital Management
California
$791K -$13.4K -200 -2%
LIA
670
LS Investment Advisors
Michigan
$776K +$67.1K +1,000 +9%
GE
671
General Electric
Ohio
$771K -$1.14M -17,053 -60%
CWM
672
Cranbrook Wealth Management
Michigan
$771K +$771K +11,493 New
SHA
673
Smith Hayes Advisers
Nebraska
$768K +$335 +5 +0%
SAS
674
Stelac Advisory Services
New York
$761K -$10.1K -150 -1%
SM
675
Stratton Management
Pennsylvania
$761K +$551K +8,200 +262%
25 26
27
28 29