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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
$7.11B
2
Bank of America
Bank of America
North Carolina
$3.1B
3
CS
Credit Suisse
Switzerland
$372M
4
SMM
Stadion Money Management
Georgia
$214M
5
Goldman Sachs
Goldman Sachs
New York
$3.04B

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$97.6M
2
Northern Trust
Northern Trust
Illinois
$1.24B
3
DCM
Dupont Capital Management
Delaware
$323M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$264M
5
Prudential Financial
Prudential Financial
New Jersey
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
751
Jolley Asset Management
North Carolina
$503K -$61K -893 -11%
BCM
752
Bluefin Capital Management
New York
$500K -$1.71M -27,350 -77%
EB
753
Eastern Bank
Massachusetts
$500K -$114K -1,675 -19%
VCP
754
Vista Capital Partners
Oregon
$498K – – –
FFA
755
Fragasso Financial Advisors
Pennsylvania
$491K -$10.7K -157 -2%
QCMC
756
Quantum Capital Management (California)
California
$486K +$35.3K +514 +8%
HDIM
757
Hanson & Doremus Investment Management
Vermont
$484K -$163K -2,387 -25%
NCM
758
Narwhal Capital Management
Georgia
$482K +$482K +7,043 New
BONST
759
Bank of Nova Scotia Trust
Ontario, Canada
$477K -$34.5K -500 -7%
GIA
760
GHP Investment Advisors
Colorado
$472K – – –
PWW
761
Pettyjohn Wood & White
Virginia
$470K -$93K -1,360 -17%
FBT
762
Founders Bank & Trust
Michigan
$468K -$66.2K -968 -12%
MPAM
763
Murphy Pohlad Asset Management
Minnesota
$465K – – –
NSAM
764
North Star Asset Management
Wisconsin
$462K – – –
MIP
765
Marietta Investment Partners
Wisconsin
$461K -$23.5K -343 -5%
IC
766
Inverness Counsel
New York
$461K -$453K – –
WS
767
Wedbush Securities
California
$458K +$36.3K +531 +9%
OIA
768
Optimum Investment Advisors
Illinois
$449K +$235K +3,428 +109%
RHBC
769
R.H. Bluestein & Co
Michigan
$445K – – –
SSB
770
Sandy Spring Bank
Maryland
$438K +$289K +4,234 +195%
BBA
771
BLB&B Advisors
Pennsylvania
$436K -$618K -9,036 -59%
MCWS
772
McKinley Carter Wealth Services
West Virginia
$436K +$91.5K +1,339 +27%
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$434K +$95.3K +1,395 +28%
QC
774
QCM Cayman
Texas
$431K +$431K +6,305 New
IC
775
InterOcean Capital
Illinois
$426K -$21.6K -316 -5%
29 30
31
32 33