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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 %
PSI
701
Pinnacle Summer Investments
Virginia
$797K +$20.8K +325 +3%
AF
702
Aldebaran Financial
$789K +$273K +4,250 +53%
BCM
703
Boltwood Capital Management
California
$788K – – –
NGA
704
Naples Global Advisors
Florida
$767K +$84.5K +1,318 +12%
BRWA
705
B. Riley Wealth Advisors
Florida
$765K +$608K +9,473 +387%
GC
706
Gibson Capital
Pennsylvania
$760K – – –
SHA
707
Smith Hayes Advisers
Nebraska
$755K +$147K +2,293 +24%
SS
708
Simplicity Solutions
Minnesota
$755K +$464K +7,222 +159%
CCM
709
Carlson Capital Management
Minnesota
$754K -$22.3K -348 -3%
HCM
710
Howland Capital Management
Massachusetts
$746K +$2.06K +32 +0.3%
RHBC
711
R.H. Bluestein & Co
Michigan
$743K +$329K +5,124 +79%
BCA
712
Bray Capital Advisors
Florida
$739K -$4.7M -73,200 -86%
PFA
713
Pure Financial Advisors
California
$738K -$355K -5,526 -32%
ECAM
714
East Coast Asset Management
Massachusetts
$732K +$76.4K +1,190 +12%
DDPIC
715
Deroy & Devereaux Private Investment Counsel
Michigan
$731K +$45.9K +716 +7%
ANBTV
716
American National Bank & Trust (Virginia)
Virginia
$724K -$116K -1,805 -14%
S
717
SignatureFD
Georgia
$719K +$34.1K +532 +5%
GCA
718
Guardian Capital Advisors
Ontario, Canada
$719K +$370K +4,710 +106%
BCM
719
Brookmont Capital Management
Texas
$714K +$189K +2,944 +36%
WCWM
720
Willow Creek Wealth Management
California
$713K +$1.28K +20 +0.2%
ASC
721
Atalanta Sosnoff Capital
New York
$710K – – –
CWM
722
Concert Wealth Management
California
$708K +$129K +7,809 +22%
PA
723
Paracle Advisors
Washington
$702K -$380K -5,922 -35%
BC
724
Burney Company
Virginia
$700K -$101K -1,576 -13%
SGA
725
Strategic Global Advisors
California
$700K +$700K +10,905 New
27 28
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