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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.11B
2
Goldman Sachs
Goldman Sachs
New York
+$394M
3
DCM
Dupont Capital Management
Delaware
+$357M
4
SCM
SCS Capital Management
Massachusetts
+$332M
5
Bank of America
Bank of America
North Carolina
+$98.1M

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
-$495M
2
BFA
BlackRock Fund Advisors
California
-$382M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$268M
4
U
UBS
Switzerland
-$256M
5
CS
Credit Suisse
Switzerland
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
701
Mairs & Power Inc
Minnesota
$612K -$37.6K -560 -6%
PWM
702
Perigon Wealth Management
California
$610K +$289K +4,308 +90%
EB
703
Eastern Bank
Massachusetts
$605K -$23K -342 -4%
MTIM
704
Marathon Trading Investment Management
Pennsylvania
$605K +$111K +1,650 +22%
NFA
705
Nationwide Fund Advisors
Ohio
$605K +$605K +9,000 New
FHC
706
Forest Hill Capital
Arkansas
$604K – – –
KFC
707
Klingenstein Fields & Co
New York
$604K +$10.4K +155 +2%
BAM
708
Barrett Asset Management
New York
$600K +$258K +3,835 +75%
DCM
709
Donaldson Capital Management
Indiana
$598K -$7.26K -108 -1%
BHBT
710
Burke & Herbert Bank & Trust
Virginia
$597K -$8.07K -120 -1%
PL
711
Parkwood LLC
Ohio
$597K +$597K +8,880 New
LNC
712
Lincoln National Corp
Pennsylvania
$588K +$588K +8,743 New
SPL
713
Smart Portfolios LLC
Washington
$584K -$43.1K -638 -7%
RO
714
Reservoir Operations
New York
$582K – – –
MHS
715
M Holdings Securities
Oregon
$579K -$147K -2,181 -20%
OCG
716
Opus Capital Group
Ohio
$577K +$577K +8,590 New
HCM
717
HM Capital Management
Missouri
$571K +$49.7K +740 +10%
BCM
718
Beck Capital Management
Texas
$571K +$59.5K +880 +12%
AA
719
Ancora Advisors
Ohio
$569K -$30.3K -450 -5%
CCG
720
Cypress Capital Group
Florida
$557K -$5.71K -85 -1%
JAM
721
Jolley Asset Management
North Carolina
$555K – – –
BFA
722
Bragg Financial Advisors
North Carolina
$554K -$8.39K -125 -1%
HPC
723
HM Payson & Co
Maine
$554K +$89.9K +1,339 +19%
ACPU
724
Arrowgrass Capital Partners (US)
Delaware
$554K +$554K +8,250 New
BSW
725
Buckingham Strategic Wealth
Missouri
$553K -$150K -2,233 -21%
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