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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 %
KAM
701
Keeley Asset Management
Illinois
$647K – – –
SFA
702
Sequoia Financial Advisors
Ohio
$647K +$647K +9,640 New
FNBOH
703
First National Bank of Hutchinson
Kansas
$639K -$3.09K -46 -0.5%
GI
704
Glovista Investments
New Jersey
$636K +$316K +4,700 +98%
MMLI
705
Massachusetts Mutual Life Insurance
Massachusetts
$635K -$3.05M -45,414 -83%
LPT
706
Legacy Private Trust
Wisconsin
$628K +$628K +9,365 New
EB
707
Eastern Bank
Massachusetts
$626K -$51.2K -764 -8%
SPL
708
Smart Portfolios LLC
Washington
$625K -$1.52M -22,651 -71%
BTW
709
Boston Trust Walden
Massachusetts
$622K +$12.3K +183 +2%
BJ
710
Brouwer & Janachowski
California
$617K +$617K +9,193 New
RIA
711
Regal Investment Advisors
Michigan
$614K -$66.3K -988 -10%
FHC
712
Forest Hill Capital
Arkansas
$604K – – –
BHBT
713
Burke & Herbert Bank & Trust
Virginia
$604K +$29.5K +440 +5%
DCM
714
Donaldson Capital Management
Indiana
$604K +$239K +3,564 +65%
AA
715
Ancora Advisors
Ohio
$598K -$1.54K -23 -0.3%
DP
716
Dearborn Partners
Illinois
$597K -$241K -3,600 -29%
RCA
717
Rex Capital Advisors
Rhode Island
$597K +$2.08K +31 +0.3%
KFC
718
Klingenstein Fields & Co
New York
$592K -$43.6K -650 -7%
RO
719
Reservoir Operations
New York
$581K +$581K +8,660 New
MCTIC
720
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$573K – – –
MCWS
721
McKinley Carter Wealth Services
West Virginia
$570K +$109K +1,618 +24%
PIA
722
Philadelphia International Advisors
Pennsylvania
$564K +$564K +8,402 New
CCG
723
Cypress Capital Group
Florida
$562K -$14.2K -212 -2%
BFA
724
Bragg Financial Advisors
North Carolina
$562K +$67 +1 +0%
TBNY
725
Trustco Bank (New York)
New York
$559K -$3.36K -50 -0.6%
27 28
29
30 31