EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.21B
2
Bank of America
Bank of America
North Carolina
+$342M
3
EARNEST Partners
EARNEST Partners
Georgia
+$256M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$247M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$117M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
-$739M
2
Goldman Sachs
Goldman Sachs
New York
-$652M
3
Morgan Stanley
Morgan Stanley
New York
-$206M
4
OMC
Old Mission Capital
Illinois
-$194M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
751
Avity Investment Management
Connecticut
$506K -$58.7K -1,000 -10%
CASB
752
Cape Ann Savings Bank
Massachusetts
$506K – – –
PMFA
753
Plante Moran Financial Advisors
Michigan
$506K +$105K +1,776 +26%
FNBOH
754
First National Bank of Hutchinson
Kansas
$503K – – –
TBNY
755
Trustco Bank (New York)
New York
$502K – – –
FPFS
756
First Personal Financial Services
North Carolina
$502K +$462K +7,817 +1,163%
GHAM
757
Gilman Hill Asset Management
Connecticut
$499K +$41.4K +700 +9%
SFM
758
Signature Financial Management
Virginia
$485K +$485K +8,211 New
CFA
759
Cahill Financial Advisors
Minnesota
$483K -$9.46K -160 -2%
HWA
760
Heritage Wealth Advisors
Virginia
$482K +$74K +1,250 +18%
AFP
761
Ausdal Financial Partners
Iowa
$478K +$15.7K +265 +3%
SCA
762
STALEY CAPITAL ADVISERS
Pennsylvania
$477K +$170K +2,880 +56%
PFO
763
Pathstone Family Office
New Jersey
$475K +$408K +6,884 +607%
PA
764
Paracle Advisors
Washington
$474K +$474K +8,012 New
MCM
765
Millie Capital Management
California
$473K -$39.6K -670 -8%
TP
766
Truvvo Partners
New York
$473K +$43.6K +740 +10%
AIM
767
Arcadia Investment Management
Michigan
$473K +$252K +4,250 +114%
OAM
768
Occidental Asset Management
California
$472K -$476K -8,049 -50%
Carson Wealth (CWM LLC)
769
Carson Wealth (CWM LLC)
Nebraska
$471K -$44K -744 -9%
SGCA
770
Steel Grove Capital Advisors
Tennessee
$466K -$466K -7,873 -50%
AI
771
Accredited Investors
Minnesota
$462K -$296K -4,995 -39%
RC
772
RegentAtlantic Capital
New Jersey
$457K -$16K -271 -3%
OIA
773
Optimum Investment Advisors
Illinois
$454K +$59.2K +1,000 +15%
YP
774
Yellowstone Partners
Idaho
$452K +$452K +7,651 New
RWA
775
RGT Wealth Advisors
Texas
$452K +$452K +7,660 New
29 30
31
32 33