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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

907 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 408 increasing their positions, 327 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
-9
Holders Change %
-0.98%
% of All Funds
26.34%
Holding in Top 10
190
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-9.09%
% of All Funds
5.52%
New
52
Increased
408
Reduced
327
Closed
52
Calls
$2.73B
Puts
$6.09B
Net Calls
-$3.36B
Net Calls Change
+$38.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$731M
2
M&T Bank
M&T Bank
New York
+$212M
3
Northern Trust
Northern Trust
Illinois
+$188M
4
MAA
Managed Account Advisors
New Jersey
+$188M
5
PPA
Parametric Portfolio Associates
Washington
+$178M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$199M
2
U
UBS
Switzerland
-$186M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
-$175M
4
Bank of America
Bank of America
North Carolina
-$164M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
726
Founders Bank & Trust
Michigan
$470K +$31.7K +495 +7%
EB
727
Eastern Bank
Massachusetts
$468K -$704 -11 -0.2%
HDIM
728
Hanson & Doremus Investment Management
Vermont
$462K +$7.57K +118 +2%
SSB
729
Sandy Spring Bank
Maryland
$457K +$45.8K +714 +11%
OIA
730
Optimum Investment Advisors
Illinois
$454K +$36.7K +577 +9%
NCM
731
Narwhal Capital Management
Georgia
$452K – – –
FFA
732
Fragasso Financial Advisors
Pennsylvania
$450K -$9.81K -153 -2%
BBA
733
BLB&B Advisors
Pennsylvania
$450K +$41.7K +650 +10%
AWM
734
Altavista Wealth Management
North Carolina
$444K -$98.9K -1,541 -18%
BONST
735
Bank of Nova Scotia Trust
Ontario, Canada
$443K – – –
GIA
736
GHP Investment Advisors
Colorado
$442K – – –
BFS
737
Bradley Foster & Sargent
Connecticut
$442K +$73.5K +1,145 +20%
SKK
738
Shepherd Kaplan Krochuk
Massachusetts
$438K -$309K -4,824 -41%
MPAM
739
Murphy Pohlad Asset Management
Minnesota
$436K – – –
NSAM
740
North Star Asset Management
Wisconsin
$433K – – –
PWW
741
Pettyjohn Wood & White
Virginia
$432K -$8.33K -130 -2%
FUBT
742
First United Bank & Trust
Maryland
$429K +$90.1K +1,405 +27%
MPI
743
Mairs & Power Inc
Minnesota
$427K -$58.5K -913 -12%
FWP
744
FAS Wealth Partners
Kansas
$427K +$427K +6,663 New
RVP
745
Relative Value Partners
Illinois
$424K +$97.5K +1,522 +30%
RHBC
746
R.H. Bluestein & Co
Michigan
$417K -$321 -5 -0.1%
MCWS
747
McKinley Carter Wealth Services
West Virginia
$409K – – –
OFS
748
Orrstown Financial Services
Pennsylvania
$407K -$224K -3,500 -36%
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$402K -$5.26K -82 -1%
LPT
750
Legacy Private Trust
Wisconsin
$384K +$91.7K +1,432 +31%
28 29
30
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