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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

914 hedge funds and large institutions have $38.4B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 404 increasing their positions, 291 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+85
Holders Change %
+10.25%
% of All Funds
26.55%
Holding in Top 10
218
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+14.74%
% of All Funds
6.33%
New
127
Increased
404
Reduced
291
Closed
30
Calls
$2.8B
Puts
$6.05B
Net Calls
-$3.25B
Net Calls Change
-$840M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$823M
2
Goldman Sachs
Goldman Sachs
New York
+$617M
3
U
UBS
Switzerland
+$600M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$428M
5
Northern Trust
Northern Trust
Illinois
+$306M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$573M
2
BFA
BlackRock Fund Advisors
California
-$381M
3
SMM
Stadion Money Management
Georgia
-$316M
4
MSA
Mason Street Advisors
Wisconsin
-$154M
5
CS
Credit Suisse
Switzerland
-$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
751
Lucas Capital Management
New Jersey
$475K +$12.9K +192 +3%
LD
752
Lipe & Dalton
New York
$469K +$179K +2,666 +62%
Toronto Dominion Bank
753
Toronto Dominion Bank
Ontario, Canada
$466K -$41.9K -625 -8%
NSAM
754
North Star Asset Management
Wisconsin
$464K -$39.6K -590 -8%
HPC
755
HM Payson & Co
Maine
$464K +$34.1K +508 +8%
BONST
756
Bank of Nova Scotia Trust
Ontario, Canada
$461K – – –
MPAM
757
Murphy Pohlad Asset Management
Minnesota
$457K – – –
NGA
758
Naples Global Advisors
Florida
$457K +$457K +6,818 New
GIA
759
GHP Investment Advisors
Colorado
$453K -$60.4K -900 -12%
IC
760
Inverness Counsel
New York
$452K -$430K – –
RHBC
761
R.H. Bluestein & Co
Michigan
$450K -$6.03K -90 -1%
FFA
762
Fragasso Financial Advisors
Pennsylvania
$448K +$448K +6,677 New
QCMC
763
Quantum Capital Management (California)
California
$446K – – –
GWM
764
Greenwich Wealth Management
Connecticut
$446K – – –
CB
765
Chemical Bank
Michigan
$442K -$71.7K -1,068 -14%
IC
766
InterOcean Capital
Illinois
$439K +$113K +1,680 +34%
PSW
767
Portfolio Strategies (Washington)
Washington
$439K +$439K +6,554 New
VAM
768
Visionary Asset Management
Texas
$429K -$1.5M -22,343 -78%
WS
769
Wedbush Securities
California
$429K +$5.5K +82 +1%
ST
770
Spinnaker Trust
Maine
$424K +$15.5K +231 +4%
COI
771
Connable Office Inc
Michigan
$421K -$37.9K -565 -8%
BII
772
Bainco International Investors
Massachusetts
$417K -$2.68K -40 -0.6%
Two Sigma Investments
773
Two Sigma Investments
New York
$404K -$880K -13,123 -69%
FM
774
Foster & Motley
Ohio
$399K +$399K +5,952 New
DMS
775
Discretionary Management Services
Kansas
$396K +$53.7K +800 +16%
29 30
31
32 33