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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41B
2
Goldman Sachs
Goldman Sachs
New York
$2.81B
3
DCM
Dupont Capital Management
Delaware
$496M
4
SCM
SCS Capital Management
Massachusetts
$609M
5
Bank of America
Bank of America
North Carolina
$2.68B

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
$51.6M
2
BFA
BlackRock Fund Advisors
California
$194M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$120M
4
U
UBS
Switzerland
$847M
5
CS
Credit Suisse
Switzerland
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
776
Essex Financial Services
Connecticut
$376K +$48.2K +717 +15%
GHF
777
Good Harbor Financial
Illinois
$374K +$36K +536 +11%
PFA
778
Paradigm Financial Advisors
Missouri
$372K – – –
CFSG
779
Community Financial Services Group
Vermont
$369K – – –
AF
780
Allworth Financial
California
$369K +$369K +5,487 New
CWA
781
Constellation Wealth Advisors
New York
$361K +$26.2K +390 +8%
WIC
782
Woodmont Investment Counsel
Tennessee
$358K +$3.36K +50 +0.9%
PAG
783
Pinnacle Advisory Group
Maryland
$354K +$115K +1,707 +48%
LPT
784
Legacy Private Trust
Wisconsin
$350K -$280K -4,162 -44%
IT
785
Independence Trust
Tennessee
$350K – – –
LCM
786
Liberty Capital Management
Michigan
$350K +$13.5K +200 +4%
LRPA
787
L. Roy Papp & Associates
Arizona
$346K -$23.5K -350 -6%
FUBT
788
First United Bank & Trust
Maryland
$344K +$106K +1,578 +45%
LWA
789
Lenox Wealth Advisors
New York
$341K +$4.74K +70 +1%
MCWS
790
McKinley Carter Wealth Services
West Virginia
$339K -$232K -3,448 -41%
FAM
791
Formidable Asset Management
Ohio
$339K +$13.5K +200 +4%
PFG
792
Pacific Financial Group
Washington
$336K -$2.09K -31 -0.6%
HHMI
793
Howard Hughes Medical Institute
Maryland
$336K – – –
First Manhattan
794
First Manhattan
New York
$336K +$152K +2,264 +83%
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$333K +$40.3K +600 +14%
PG
796
PEAK6 Group
Illinois
$329K -$1.98M -29,371 -86%
MJRIC
797
Mogy Joel R Investment Counsel
California
$327K – – –
ST
798
Sabal Trust
Florida
$325K -$22.5K -335 -6%
SAM
799
Symphony Asset Management
California
$323K – – –
FDCC
800
Foster Dykema Cabot & Co
Massachusetts
$320K – – –
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32
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