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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 %
ECAM
676
East Coast Asset Management
Massachusetts
$757K -$86.5K -1,288 -10%
BCM
677
Brookmont Capital Management
Texas
$756K -$940 -14 -0.1%
AWM
678
Avior Wealth Management
Nebraska
$753K +$753K +11,217 New
CAG
679
Crestwood Advisors Group
Massachusetts
$749K +$749K +11,170 New
GIA
680
Granite Investment Advisors
New Hampshire
$745K – – –
HCM
681
Howland Capital Management
Massachusetts
$742K -$13.4K -200 -2%
IAS
682
INR Advisory Services
Pennsylvania
$741K -$15.2K -226 -2%
FANJ
683
Financial Architects (New Jersey)
New Jersey
$734K +$556K +8,285 +312%
MHS
684
M Holdings Securities
Oregon
$724K +$724K +10,791 New
OFS
685
Orrstown Financial Services
Pennsylvania
$721K – – –
PMFA
686
Plante Moran Financial Advisors
Michigan
$713K -$150K -2,240 -17%
ID
687
Integral Derivatives
New York
$712K +$712K +10,613 New
EK
688
Evensky & Katz
Florida
$707K -$7.98K -119 -1%
AP
689
Advisor Partners
California
$703K +$46.3K +689 +7%
BSW
690
Buckingham Strategic Wealth
Missouri
$702K +$253K +3,776 +57%
ACM
691
Argentus Capital Management
Texas
$698K -$1.37M -20,459 -66%
DSC
692
Duncker Streett & Co
Missouri
$698K +$13.8K +206 +2%
WBC
693
Westpac Banking Corp
Australia
$680K +$680K +10,140 New
SNBOSCI
694
Security National Bank of Sioux City Iowa
Iowa
$679K – – –
RIM
695
Regent Investment Management
Kentucky
$670K +$349K +5,200 +108%
HDIM
696
Hanson & Doremus Investment Management
Vermont
$668K +$17K +253 +3%
AWA
697
AmeriServ Wealth Advisors
Pennsylvania
$662K +$40.3K +600 +6%
DDPIC
698
Deroy & Devereaux Private Investment Counsel
Michigan
$653K – – –
SFG
699
Sather Financial Group
Texas
$650K +$650K +9,690 New
MPI
700
Mairs & Power Inc
Minnesota
$648K -$12.3K -183 -2%
26 27
28
29 30