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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.21B
2
Bank of America
Bank of America
North Carolina
+$342M
3
EARNEST Partners
EARNEST Partners
Georgia
+$256M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$247M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$117M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$739M
2
Goldman Sachs
Goldman Sachs
New York
-$652M
3
Morgan Stanley
Morgan Stanley
New York
-$206M
4
OMC
Old Mission Capital
Illinois
-$194M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Savant Capital
Illinois
$902K -$17.9K -302 -2%
CPO
652
Cerity Partners OCIO
New York
$897K -$35.4K -599 -4%
Kovitz Investment Group Partners
653
Kovitz Investment Group Partners
Illinois
$888K +$16.1K +273 +2%
CT
654
Coastline Trust
Rhode Island
$881K -$4.32K -73 -0.5%
WPP
655
Whalerock Point Partners
Rhode Island
$881K +$881K +14,900 New
LFG
656
LifePlan Financial Group
Ohio
$879K +$16.8K +285 +2%
QCM
657
Quadrant Capital Management
New Jersey
$878K – – –
FIMS
658
FBL Investment Management Services
Iowa
$870K – – –
NA
659
Nottingham Advisors
New York
$863K -$53.5K -905 -6%
FHC
660
First Heartland Consultants
Missouri
$860K +$115K +1,951 +15%
FM
661
Family Management
New York
$857K – – –
JFG
662
JMG Financial Group
Illinois
$854K -$98.2K -1,661 -10%
JAM
663
Jolley Asset Management
North Carolina
$847K – – –
AF
664
Alerus Financial
North Dakota
$844K +$22.8K +386 +3%
NIM
665
Nexus Investment Management
Ontario, Canada
$840K +$14.8K +250 +2%
EA
666
Elm Advisors
California
$837K -$11.8K -200 -1%
BAM
667
Baring Asset Management
United Kingdom
$834K – – –
BWP
668
BSW Wealth Partners
Colorado
$824K -$13.5M -797,404 -94%
AT
669
Arden Trust
Delaware
$817K +$817K +13,814 New
PCM
670
Pointe Capital Management
Michigan
$814K -$36.3K -614 -4%
AB
671
Atlas Brown
Kentucky
$808K -$10.1K -171 -1%
LIM
672
Leavell Investment Management
Alabama
$803K -$35.5K -600 -4%
CCM
673
Coldstream Capital Management
Washington
$800K +$2.96K +50 +0.4%
ZIM
674
Zacks Investment Management
Illinois
$799K +$18.2K +308 +2%
CA
675
Cambridge Advisors
Nebraska
$795K -$4.73K -80 -0.6%
25 26
27
28 29