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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 %
STI
651
Susquehanna Trust & Investment
Pennsylvania
$822K -$7.66K -114 -0.9%
CCM
652
Carlson Capital Management
Minnesota
$818K – – –
MAM
653
Marquette Asset Management
Minnesota
$815K -$243K -3,620 -23%
AWM
654
Avior Wealth Management
Nebraska
$815K +$61.3K +912 +8%
CB
655
Chemical Bank
Michigan
$813K +$371K +5,515 +84%
CAG
656
Crestwood Advisors Group
Massachusetts
$806K +$55.4K +825 +7%
T
657
TradeWorx
New Jersey
$806K +$806K +12,000 New
PSI
658
Pinnacle Summer Investments
Virginia
$805K -$50.2K -736 -6%
GC
659
Gibson Capital
Pennsylvania
$804K – – –
SM
660
Stratton Management
Pennsylvania
$800K +$38.6K +575 +5%
TSW
661
Thompson Siegel & Walmsley
Virginia
$776K -$27.3K -407 -3%
BCM
662
Boltwood Capital Management
California
$772K -$20.2K -300 -3%
EWM
663
Evermay Wealth Management
Virginia
$772K +$772K +11,482 New
PMFA
664
Plante Moran Financial Advisors
Michigan
$771K +$56.8K +845 +8%
ECAM
665
East Coast Asset Management
Massachusetts
$758K – – –
SKK
666
Shepherd Kaplan Krochuk
Massachusetts
$756K -$249K -3,713 -25%
LIA
667
LS Investment Advisors
Michigan
$754K -$23.6K -351 -3%
LCM
668
Lucas Capital Management
New Jersey
$754K +$279K +4,150 +59%
BCM
669
Brookmont Capital Management
Texas
$753K -$3.56K -53 -0.5%
GIA
670
Granite Investment Advisors
New Hampshire
$747K – – –
HCM
671
Howland Capital Management
Massachusetts
$745K +$1.68K +25 +0.2%
FFA
672
First Foundation Advisors
California
$743K -$674K -10,031 -48%
FANJ
673
Financial Architects (New Jersey)
New Jersey
$727K -$8.4K -125 -1%
AWA
674
AmeriServ Wealth Advisors
Pennsylvania
$727K +$63.9K +950 +10%
SAS
675
Stelac Advisory Services
New York
$726K -$35.9K -535 -5%
25 26
27
28 29