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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$906M
2
SMM
Stadion Money Management
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$224M
4
CS
Credit Suisse
Switzerland
+$195M
5
MSA
Mason Street Advisors
Wisconsin
+$177M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$584M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Wells Fargo
Wells Fargo
California
-$239M
4
DCM
Dupont Capital Management
Delaware
-$193M
5
Barclays
Barclays
United Kingdom
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
726
Constellation Wealth Advisors
New York
$318K -$119K -1,857 -27%
RTS
727
Round Table Services
New Jersey
$316K +$47.5K +744 +18%
LWA
728
Lenox Wealth Advisors
New York
$315K -$15.4K -242 -5%
ST
729
Sabal Trust
Florida
$314K -$55.9K -875 -15%
MJRIC
730
Mogy Joel R Investment Counsel
California
$311K – – –
IC
731
InterOcean Capital
Illinois
$311K +$6.39K +100 +2%
FAM
732
Formidable Asset Management
Ohio
$308K +$308K +4,809 New
AAS
733
Annex Advisory Services
Wisconsin
$307K +$70.2K +1,100 +30%
RIM
734
Regent Investment Management
Kentucky
$306K +$306K +4,793 New
GI
735
Glovista Investments
New Jersey
$304K – – –
BRWA
736
B. Riley Wealth Advisors
Florida
$293K -$73.7K -1,157 -20%
GCA
737
Guardian Capital Advisors
Ontario, Canada
$293K +$5.08K +80 +2%
SAM
738
Scotia Asset Management
Ontario, Canada
$288K -$640K -10,019 -69%
SAM
739
Symphony Asset Management
California
$288K -$70.9K -1,110 -20%
FDCC
740
Foster Dykema Cabot & Co
Massachusetts
$284K +$284K +4,451 New
BT
741
Beacon Trust
New Jersey
$280K -$24.2K -380 -8%
LD
742
Lipe & Dalton
New York
$276K +$276K +4,322 New
CK
743
Cohen Klingenstein
New York
$274K – – –
RCAMU
744
Rothschild & Co Asset Management US
Connecticut
$273K – – –
MMG
745
Monetary Management Group
Missouri
$268K – – –
AF
746
Allworth Financial
California
$267K -$5.42K -85 -2%
TCM
747
Tradition Capital Management
New Jersey
$263K -$29.2K -458 -10%
IB
748
Intrust Bank
Kansas
$259K -$4.42M -69,241 -94%
MS
749
Madison Scottsdale
Arizona
$259K -$3.19K -50 -1%
LI
750
Lafayette Investments
Maryland
$259K – – –
28 29
30
31 32