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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$906M
2
SMM
Stadion Money Management
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$224M
4
CS
Credit Suisse
Switzerland
+$195M
5
MSA
Mason Street Advisors
Wisconsin
+$177M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$584M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Wells Fargo
Wells Fargo
California
-$239M
4
DCM
Dupont Capital Management
Delaware
-$193M
5
Barclays
Barclays
United Kingdom
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
701
Steel Grove Capital Advisors
Tennessee
$383K -$142K -2,227 -27%
SSWM
702
Smith Salley Wealth Management
North Carolina
$380K +$380K +5,959 New
DIA
703
Dana Investment Advisors
Wisconsin
$372K +$372K +5,833 New
SSG
704
Summit Securities Group
New York
$370K -$70.2K -1,100 -16%
WAM
705
Weatherly Asset Management
California
$370K – – –
AIM
706
Avity Investment Management
Connecticut
$368K +$9.57K +150 +3%
DHFB
707
Dixon Hubard Feinour & Brown
Virginia
$365K +$95.8K +1,500 +36%
AIS
708
American Investment Services
Massachusetts
$360K -$42.6K -667 -11%
RCM
709
Rotella Capital Management
Washington
$357K +$357K +5,600 New
WP
710
WMS Partners
Maryland
$351K – – –
CFSG
711
Community Financial Services Group
Vermont
$350K -$22K -345 -6%
DCM
712
Donaldson Capital Management
Indiana
$347K +$82.9K +1,300 +31%
AWM
713
Affinity Wealth Management
Delaware
$346K -$3.26M -51,129 -90%
CHA
714
Cedar Hill Associates
Illinois
$345K -$18.6K -291 -5%
CANY
715
Caxton Associates (New York)
New York
$345K +$345K +5,400 New
WIC
716
Woodmont Investment Counsel
Tennessee
$338K -$38.4K -602 -10%
AL
717
Aspiriant LLC
California
$337K -$630K -9,855 -65%
TFA
718
Transamerica Financial Advisors
Florida
$333K +$47.5K +743 +17%
IT
719
Independence Trust
Tennessee
$332K – – –
LRPA
720
L. Roy Papp & Associates
Arizona
$329K – – –
PFG
721
Pacific Financial Group
Washington
$327K -$16.9K -265 -5%
DMS
722
Discretionary Management Services
Kansas
$325K +$325K +5,100 New
IIC
723
Ironwood Investment Counsel
Arizona
$323K +$26.3K +412 +9%
LCM
724
Liberty Capital Management
Michigan
$322K – – –
HRIA
725
Haberer Registered Investment Advisor
Ohio
$321K -$1.66K -26 -0.5%
27 28
29
30 31