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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
26.34%
Holding in Top 10
209
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.42%
% of All Funds
6.01%
New
54
Increased
389
Reduced
350
Closed
36
Calls
$1.91B
Puts
$5.31B
Net Calls
-$3.4B
Net Calls Change
+$705M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$587M
2
Bank of America
Bank of America
North Carolina
+$369M
3
CS
Credit Suisse
Switzerland
+$323M
4
SMM
Stadion Money Management
Georgia
+$210M
5
Goldman Sachs
Goldman Sachs
New York
+$176M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$216M
2
Northern Trust
Northern Trust
Illinois
-$183M
3
DCM
Dupont Capital Management
Delaware
-$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$152M
5
Prudential Financial
Prudential Financial
New Jersey
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
726
Toronto Dominion Bank
Ontario, Canada
$588K -$87.9K -1,287 -13%
COI
727
Connable Office Inc
Michigan
$583K -$527K -7,705 -47%
OC
728
Oarsman Capital
Wisconsin
$580K +$53.4K +782 +10%
AA
729
Ancora Advisors
Ohio
$579K – – –
AWM
730
Altavista Wealth Management
North Carolina
$578K +$53.7K +786 +10%
HTC
731
Haverford Trust Company
Pennsylvania
$572K +$98.3K +1,438 +21%
HCM
732
HM Capital Management
Missouri
$571K -$12.3K -179 -2%
HPC
733
HM Payson & Co
Maine
$567K +$2.53K +37 +0.4%
HC
734
HHG & Company
Connecticut
$558K +$26.9K +394 +5%
CW
735
Cabot-Wellington
Massachusetts
$557K +$683 +10 +0.1%
RIM
736
Regent Investment Management
Kentucky
$556K – – –
ST
737
Spinnaker Trust
Maine
$549K -$8.14K -119 -1%
UBWV
738
United Bank (West Virginia)
West Virginia
$546K +$28.9K +422 +6%
RCA
739
Rex Capital Advisors
Rhode Island
$542K – – –
LOCC
740
Lombard Odier & Cie (Canada)
Quebec, Canada
$540K +$103K +1,500 +23%
CANY
741
Caxton Associates (New York)
New York
$540K +$540K +7,900 New
DP
742
Dearborn Partners
Illinois
$530K -$13.7K -200 -3%
SCM
743
Stevens Capital Management
Pennsylvania
$526K +$526K +7,700 New
SAM
744
Summit Asset Management
Tennessee
$525K – – –
SFA
745
Sequoia Financial Advisors
Ohio
$521K +$13.9K +204 +3%
MPI
746
Mairs & Power Inc
Minnesota
$518K -$104K -1,527 -17%
BFA
747
Bragg Financial Advisors
North Carolina
$518K -$45.8K -670 -8%
TNB
748
Thomasville National Bank
Georgia
$516K -$11.8K -173 -2%
AFG
749
American Financial Group
Ohio
$510K – – –
GCA
750
Guardian Capital Advisors
Ontario, Canada
$508K +$98.9K +1,500 +24%
28 29
30
31 32