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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,017 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2015 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 478 increasing their positions, 326 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
27.43%
Holding in Top 10
224
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.82%
% of All Funds
6.04%
New
74
Increased
478
Reduced
326
Closed
48
Calls
$2.25B
Puts
$4.41B
Net Calls
-$2.15B
Net Calls Change
-$173M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$2.72B
2
UBS Group
2
UBS Group
Switzerland
$1.22B
3
Jane Street
3
Jane Street
New York
$505M
4
Bank of America
4
Bank of America
North Carolina
$2.72B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$294M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$554M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$534M
4
FTUS
4
Flow Traders U.S.
New York
$46.4M
5
QI
5
QS Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
676
Aspiriant LLC
California
$964K +$1.46K +23 +0.2%
WA
677
Wealth Architects
California
$961K -$254 -4 -0%
State of Wisconsin Investment Board
678
State of Wisconsin Investment Board
Wisconsin
$952K – – –
PMFA
679
Plante Moran Financial Advisors
Michigan
$952K +$571 +9 +0.1%
EWMCB
680
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$952K +$5.08K +80 +0.5%
PA
681
Paracle Advisors
Washington
$950K +$255K +4,012 +37%
CSIC
682
Clifford Swan Investment Counsel
California
$949K – – –
FFC
683
First Financial Corp
Indiana
$940K -$141K -2,217 -13%
CA
684
Cambridge Advisors
Nebraska
$939K – – –
FIMS
685
FBL Investment Management Services
Iowa
$935K +$5.08K +80 +0.5%
FM
686
Family Management
New York
$921K – – –
LNB
687
Ledyard National Bank
$917K -$65.9K -1,038 -7%
SC
688
Savant Capital
Illinois
$914K -$52.4K -826 -5%
IFA
689
Interactive Financial Advisors
Illinois
$911K -$153K -2,402 -14%
TIA
690
Tiemann Investment Advisors
California
$909K -$33.6K -530 -4%
LNC
691
Lincoln National Corp
Pennsylvania
$900K +$688K +10,510 +324%
HIMCH
692
Hartford Investment Management Co (HIMCO)
Connecticut
$898K +$898K +14,145 New
EMA
693
Efficient Market Advisors
California
$888K -$38.9K -613 -4%
EWA
694
EP Wealth Advisors
California
$887K -$1.59K -25 -0.2%
BCM
695
Boltwood Capital Management
California
$876K +$96.7K +1,523 +12%
ICAS
696
Investors Capital Advisory Services
Massachusetts
$874K -$67.3K -1,061 -7%
SHA
697
Smith Hayes Advisers
Nebraska
$866K +$120K +1,885 +16%
PCM
698
Parsons Capital Management
Rhode Island
$864K +$5.78K +91 +0.7%
Invesco
699
Invesco
Georgia
$862K +$804K +12,653 +1,377%
BRWA
700
B. Riley Wealth Advisors
Florida
$854K +$96.3K +1,515 +13%
26 27
28
29 30