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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.21B
2
Bank of America
Bank of America
North Carolina
+$342M
3
EARNEST Partners
EARNEST Partners
Georgia
+$256M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$247M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$117M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$739M
2
Goldman Sachs
Goldman Sachs
New York
-$652M
3
Morgan Stanley
Morgan Stanley
New York
-$206M
4
OMC
Old Mission Capital
Illinois
-$194M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
701
Interactive Financial Advisors
Illinois
$671K -$35.5K -600 -5%
HCM
702
Howland Capital Management
Massachusetts
$671K +$5.32K +90 +0.8%
3C
703
361 Capital
Colorado
$667K +$667K +11,277 New
NCM
704
Narwhal Capital Management
Georgia
$666K – – –
RG
705
Rikoon Group
New Mexico
$665K +$665K +11,256 New
NHC
706
Nicholas Hoffman & Company
Georgia
$660K +$36.1K +610 +6%
ZB
707
Zions Bancorporation
Utah
$654K -$33.7K -570 -5%
DSC
708
Duncker Streett & Co
Missouri
$649K -$23.6K -400 -4%
GIA
709
Granite Investment Advisors
New Hampshire
$646K +$2.96K +50 +0.5%
EP
710
Edgestream Partners
New Jersey
$645K +$645K +10,902 New
HCM
711
HM Capital Management
Missouri
$640K – – –
PL
712
Parthenon LLC
Kentucky
$640K – – –
SPWA
713
SteelBridge Private Wealth Advisors
Florida
$640K – – –
CCP
714
Corient Capital Partners
California
$640K +$640K +10,828 New
EWM
715
Empirical Wealth Management
Washington
$623K -$140K -2,363 -18%
DP
716
Dearborn Partners
Illinois
$613K -$11.8K -200 -2%
MPI
717
Mairs & Power Inc
Minnesota
$610K -$126K -2,130 -17%
ATC
718
Argent Trust Co
Tennessee
$606K -$183K -3,085 -23%
BSW
719
Buckingham Strategic Wealth
Missouri
$600K -$63.9K -1,081 -10%
NPF
720
Norris Perne & French
Michigan
$599K -$177K -3,000 -23%
MNA
721
Manning & Napier Advisors
New York
$585K -$985K – –
SKK
722
Shepherd Kaplan Krochuk
Massachusetts
$584K +$180K +3,050 +45%
LWAC
723
Laurel Wealth Advisors (California)
California
$582K -$38K -643 -6%
NGA
724
Naples Global Advisors
Florida
$579K -$4.44K -75 -0.8%
IIM
725
Ipswich Investment Management
Massachusetts
$573K -$42.3K -715 -7%
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