EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,005 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+27
Holders Change %
+2.76%
% of All Funds
26.81%
Holding in Top 10
220
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+7.84%
% of All Funds
5.87%
New
95
Increased
420
Reduced
380
Closed
57
Calls
$2.84B
Puts
$4.82B
Net Calls
-$1.98B
Net Calls Change
-$367M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.84B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
3
Bank of America
Bank of America
North Carolina
+$409M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
5
MAA
Managed Account Advisors
New Jersey
+$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.65B
2
Goldman Sachs
Goldman Sachs
New York
-$445M
3
CS
Credit Suisse
Switzerland
-$196M
4
MSA
Mason Street Advisors
Wisconsin
-$195M
5
Deutsche Bank
Deutsche Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
676
Crestwood Advisors Group
Massachusetts
$947K +$21.5K +335 +2%
FIMS
677
FBL Investment Management Services
Iowa
$939K +$57.7K +900 +7%
EMA
678
Efficient Market Advisors
California
$937K +$28.7K +447 +3%
FM
679
Family Management
New York
$930K – – –
RPGK
680
Retirement Planning Group (Kansas)
Kansas
$913K -$1.59M -24,835 -64%
SC
681
SouthState Corp
Florida
$912K +$57.7K +900 +7%
LCM
682
Lucas Capital Management
New Jersey
$904K +$173K +2,690 +24%
EWA
683
EP Wealth Advisors
California
$898K -$259K -4,041 -22%
SSWM
684
Smith Salley Wealth Management
North Carolina
$888K -$130K -2,032 -13%
Luther King Capital Management (LKCM)
685
Luther King Capital Management (LKCM)
Texas
$888K -$34.2K -533 -4%
Toronto Dominion Bank
686
Toronto Dominion Bank
Ontario, Canada
$887K +$240K +3,738 +37%
BAM
687
Baring Asset Management
United Kingdom
$884K +$12.2K +188 +1%
ACM
688
Avalon Capital Management
California
$877K – – –
TC
689
Telemus Capital
Michigan
$874K -$479K -7,461 -35%
CG
690
Corundum Group
Colorado
$873K +$23.2K +362 +3%
CG
691
Colony Group
Massachusetts
$871K -$5.76M -89,753 -87%
PCM
692
Parsons Capital Management
Rhode Island
$867K -$449 -7 -0.1%
FWC
693
First Washington Corp
Washington
$862K +$374K +5,835 +77%
BO
694
BRR OpCo
Ohio
$840K -$102K -1,586 -11%
MFP
695
Mosaic Financial Partners
California
$837K -$7.77K -121 -0.9%
TBA
696
Train Babcock Advisors
New York
$834K -$543K -8,470 -39%
LFG
697
LifePlan Financial Group
Ohio
$828K -$79.4K -1,237 -9%
VHAM
698
Van Hulzen Asset Management
California
$823K +$205K +3,200 +33%
SNBOSCI
699
Security National Bank of Sioux City Iowa
Iowa
$813K -$38.5K -600 -5%
TI
700
Truepoint Inc
Ohio
$811K +$41.4K +645 +5%
26 27
28
29 30