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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$289M
2
BFA
BlackRock Fund Advisors
California
+$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$156M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
+$152M
5
Northern Trust
Northern Trust
Illinois
+$145M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$288M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$247M
4
EARNEST Partners
EARNEST Partners
Georgia
-$115M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
701
CPWM LLC
Washington
$956K -$1.71M -29,594 -64%
BO
702
BRR OpCo
Ohio
$953K -$209K -3,623 -18%
JAM
703
Jolley Asset Management
North Carolina
$942K +$115K +1,985 +14%
IWM
704
IHT Wealth Management
Illinois
$941K +$941K +16,204 New
PCM
705
Parsons Capital Management
Rhode Island
$939K +$23.7K +410 +3%
LRIC
706
Long Road Investment Counsel
Michigan
$935K – – –
LCM
707
Lucas Capital Management
New Jersey
$929K +$10.4K +181 +1%
BAAM
708
Baker Avenue Asset Management
California
$923K -$16M -276,828 -95%
TCM
709
Telos Capital Management
California
$921K +$25.4K +440 +3%
MHS
710
M Holdings Securities
Oregon
$918K +$182K +3,148 +25%
CT
711
Cambridge Trust
Massachusetts
$916K -$258K -4,464 -22%
BJ
712
BlackRock Japan
Japan
$911K -$31.2K -540 -3%
PG
713
Patten Group
Tennessee
$904K -$140K -2,335 -13%
ATC
714
Adirondack Trust Company
New York
$902K -$104K -1,800 -10%
SSG
715
Summit Securities Group
New York
$901K +$901K +15,600 New
CJA
716
C-J Advisory
California
$897K -$4.16K -72 -0.5%
CPO
717
Cerity Partners OCIO
New York
$897K +$21K +364 +2%
TWM
718
Tanglewood Wealth Management
Texas
$886K +$886K +15,346 New
SC
719
Savant Capital
Illinois
$875K -$5.66K -98 -0.6%
GHAM
720
Gilman Hill Asset Management
Connecticut
$875K +$388K +6,715 +80%
LPT
721
Legacy Private Trust
Wisconsin
$873K -$277K -4,800 -24%
Kovitz Investment Group Partners
722
Kovitz Investment Group Partners
Illinois
$866K -$1.44K -25 -0.2%
CG
723
Colony Group
Massachusetts
$865K -$2.35M -40,626 -73%
LFG
724
LifePlan Financial Group
Ohio
$859K +$173 +3 +0%
QCM
725
Quadrant Capital Management
New Jersey
$857K – – –
27 28
29
30 31