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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 %
FM
676
Family Management
New York
$882K – – –
SSG
677
Summit Securities Group
New York
$878K +$519K +8,531 +145%
CAG
678
Crestwood Advisors Group
Massachusetts
$877K +$121K +1,995 +16%
Luther King Capital Management (LKCM)
679
Luther King Capital Management (LKCM)
Texas
$874K -$273K -4,488 -24%
CA
680
Cambridge Advisors
Nebraska
$866K +$866K +14,232 New
EMA
681
Efficient Market Advisors
California
$861K +$19.6K +322 +2%
LFG
682
LifePlan Financial Group
Ohio
$860K +$32.7K +538 +4%
PSUF
683
People's United Financial
Connecticut
$853K -$145K -2,385 -15%
FIG
684
Fusion Investment Group
Pennsylvania
$845K +$734K +12,074 +660%
FIMS
685
FBL Investment Management Services
Iowa
$836K +$14.3K +235 +2%
ACM
686
Avalon Capital Management
California
$831K +$30.3K +499 +4%
IIM
687
Ipswich Investment Management
Massachusetts
$830K -$29.3K -482 -3%
TIA
688
Tiemann Investment Advisors
California
$823K -$83.8K -1,376 -9%
PCM
689
Parsons Capital Management
Rhode Island
$823K +$71.4K +1,174 +10%
PMFA
690
Plante Moran Financial Advisors
Michigan
$823K +$96.4K +1,584 +13%
BAM
691
Baring Asset Management
United Kingdom
$819K +$50.1K +819 +7%
SC
692
SouthState Corp
Florida
$810K -$3.73M -61,397 -82%
SNBOSCI
693
Security National Bank of Sioux City Iowa
Iowa
$807K +$191K +3,145 +31%
CG
694
Corundum Group
Colorado
$805K +$16.4K +270 +2%
MFP
695
Mosaic Financial Partners
California
$800K -$251K -4,137 -24%
CW
696
Cabot-Wellington
Massachusetts
$799K +$303K +4,990 +61%
ANBTV
697
American National Bank & Trust (Virginia)
Virginia
$796K -$598K -9,830 -43%
MWM
698
Merriman Wealth Management
Washington
$793K +$793K +43,210 New
ICAS
699
Investors Capital Advisory Services
Massachusetts
$792K -$10.3K -170 -1%
PWAG
700
Polaris Wealth Advisory Group
California
$785K +$785K +12,895 New
26 27
28
29 30