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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

978 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 404 increasing their positions, 337 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+71
Holders Change %
+7.83%
% of All Funds
26.1%
Holding in Top 10
204
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.37%
% of All Funds
5.44%
New
137
Increased
404
Reduced
337
Closed
53
Calls
$3.17B
Puts
$4.79B
Net Calls
-$1.61B
Net Calls Change
+$1.75B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$347M
2
MAA
Managed Account Advisors
New Jersey
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
4
FTUS
Flow Traders U.S.
New York
+$190M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$681M
2
Goldman Sachs
Goldman Sachs
New York
-$460M
3
SCM
SCS Capital Management
Massachusetts
-$460M
4
DCM
Dupont Capital Management
Delaware
-$250M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Savant Capital
Illinois
$1M -$73.4K -1,207 -7%
TCM
652
Telos Capital Management
California
$997K -$107K -1,763 -10%
NCM
653
Neumann Capital Management
California
$997K +$997K +16,383 New
GLRA
654
Gerald L. Ray & Associates
Texas
$990K +$328K +5,397 +50%
MG
655
MDE Group
New Jersey
$983K +$983K +16,159 New
CWM
656
Cranbrook Wealth Management
Michigan
$982K +$54.8K +900 +6%
GP
657
GLG Partners
United Kingdom
$981K +$446K +7,335 +83%
LNB
658
Ledyard National Bank
$979K -$83.7K -1,376 -8%
LRIC
659
Long Road Investment Counsel
Michigan
$967K +$967K +15,890 New
SSWM
660
Smith Salley Wealth Management
North Carolina
$966K -$773K -12,700 -44%
CPIM
661
Columbia Partners Investment Management
Virginia
$966K – – –
SM
662
Stratton Management
Pennsylvania
$960K +$694K +11,400 +261%
Parallax Volatility Advisers
663
Parallax Volatility Advisers
California
$946K -$13.3M -218,164 -93%
PWLP
664
Prio Wealth Limited Partnership
Massachusetts
$941K +$66.9K +1,100 +8%
NCM
665
Northroad Capital Management
New York
$937K +$937K +15,396 New
WA
666
Wealth Architects
California
$937K +$937K +15,398 New
SFSG
667
Stearns Financial Services Group
North Carolina
$935K +$6.02K +99 +0.6%
TT
668
Tiedemann Trust
Delaware
$934K – – –
CSIC
669
Clifford Swan Investment Counsel
California
$930K – – –
AL
670
Aspiriant LLC
California
$926K +$75.3K +1,238 +9%
BHBT
671
Burke & Herbert Bank & Trust
Virginia
$925K +$9.12K +150 +1%
IAA
672
Ironsides Asset Advisors
North Carolina
$919K – – –
State of Wisconsin Investment Board
673
State of Wisconsin Investment Board
Wisconsin
$913K – – –
BO
674
BRR OpCo
Ohio
$893K -$129K -2,115 -13%
SE
675
Summit Equities
New Jersey
$889K +$889K +14,605 New
25 26
27
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