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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 %
AFS
726
Access Financial Services
Minnesota
$856K +$856K +14,830 New
FIMS
727
FBL Investment Management Services
Iowa
$850K – – –
AIM
728
Arcadia Investment Management
Michigan
$840K +$379K +6,565 +82%
CASB
729
Cape Ann Savings Bank
Massachusetts
$839K +$328K +5,505 +64%
FM
730
Family Management
New York
$837K – – –
CA
731
Corrado Advisors
New Jersey
$837K +$287K +4,977 +52%
CT
732
Coastline Trust
Rhode Island
$833K -$26.5K -460 -3%
BFA
733
Beaumont Financial Advisors
Massachusetts
$832K +$832K +14,420 New
RCM
734
Radnor Capital Management
Pennsylvania
$831K +$831K +14,400 New
IWM
735
Integrated Wealth Management
California
$826K +$97.1K +1,683 +13%
PL
736
Plancorp LLC
Missouri
$825K +$825K +14,310 New
KIA
737
KCM Investment Advisors
California
$820K -$67K -1,161 -8%
NIM
738
Nexus Investment Management
Ontario, Canada
$819K – – –
BAM
739
Baring Asset Management
United Kingdom
$818K – – –
EA
740
Elm Advisors
California
$817K – – –
AB
741
Atlas Brown
Kentucky
$808K – – –
FHC
742
First Heartland Consultants
Missouri
$805K -$34.3K -595 -4%
JFG
743
JMG Financial Group
Illinois
$804K -$29.9K -517 -4%
DCM
744
Dimension Capital Management
Florida
$801K +$801K +13,870 New
IC
745
InterOcean Capital
Illinois
$799K -$105K -1,820 -12%
BTIS
746
BB&T Investment Services
North Carolina
$798K +$798K +13,833 New
AW
747
ACG Wealth
Georgia
$797K -$356K -6,160 -31%
LIM
748
Leavell Investment Management
Alabama
$790K +$6.12K +106 +0.8%
BCM
749
Boltwood Capital Management
California
$785K -$156K -2,701 -17%
AT
750
Arden Trust
Delaware
$779K -$18.1K -313 -2%
28 29
30
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