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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
$3.3B
2
SMM
Stadion Money Management
Georgia
$307M
3
Bank of America
Bank of America
North Carolina
$2.54B
4
CS
Credit Suisse
Switzerland
$348M
5
MSA
Mason Street Advisors
Wisconsin
$214M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.6M
3
Wells Fargo
Wells Fargo
California
$1.47B
4
DCM
Dupont Capital Management
Delaware
$80.5M
5
Barclays
Barclays
United Kingdom
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K +$15.5K +243 +7%
KWMG
752
King Wealth Management Group
Florida
$253K +$253K +3,958 New
BWP
753
Baldwin Wealth Partners
Massachusetts
$250K – – –
BCM
754
Buckhead Capital Management
Georgia
$249K -$25.5K -400 -9%
HT
755
HighTower Trust
Texas
$249K -$18.5K -290 -7%
DR
756
Davis Rea
Ontario, Canada
$243K -$12.8K -200 -5%
ICM
757
IMS Capital Management
Oregon
$242K +$242K +3,796 New
TSWM
758
Triangle Securities Wealth Management
North Carolina
$241K – – –
BHTS
759
Bar Harbor Trust Services
Maine
$238K -$76.7K -1,200 -24%
GJIC
760
Gamble Jones Investment Counsel
California
$238K +$5.17K +81 +2%
NPIT
761
National Penn Investors Trust
Pennsylvania
$237K – – –
LDB
762
Lee, Danner & Bass
Tennessee
$236K +$236K +3,696 New
AC
763
Alley Company
Illinois
$235K +$235K +3,676 New
IAS
764
IMA Advisory Services
Colorado
$232K +$232K +3,630 New
FIAS
765
FinTrust Investment Advisory Services
South Carolina
$229K -$360K -5,645 -61%
IC
766
Iconiq Capital
California
$228K +$228K +3,580 New
PAG
767
Pinnacle Advisory Group
Maryland
$227K -$64 -1 -0%
DIP
768
DT Investment Partners
Pennsylvania
$218K +$218K +3,424 New
BFS
769
Bradley Foster & Sargent
Connecticut
$216K -$18.7K -294 -8%
BOK
770
Bank of Kentucky
Kentucky
$214K +$4.46K +70 +2%
RFA
771
Reilly Financial Advisors
California
$213K – – –
AA
772
Apriem Advisors
California
$212K +$319 +5 +0.2%
I
773
IberiaBank
Louisiana
$212K +$212K +3,319 New
BBPWM
774
Blue Bell Private Wealth Management
Pennsylvania
$208K +$208K +3,260 New
MIM
775
Midwest Investment Management
Ohio
$207K +$207K +3,251 New
29 30
31
32 33