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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$289M
2
BFA
BlackRock Fund Advisors
California
+$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$156M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
+$152M
5
Northern Trust
Northern Trust
Illinois
+$145M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$288M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$247M
4
EARNEST Partners
EARNEST Partners
Georgia
-$115M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
776
Laurel Wealth Advisors (California)
California
$679K +$111K +1,921 +20%
PL
777
Parthenon LLC
Kentucky
$675K +$50.5K +875 +8%
TCM
778
Traynor Capital Management
Pennsylvania
$672K -$22K -370 -3%
GC
779
Gibson Capital
Pennsylvania
$670K -$474K -8,218 -41%
HCM
780
Howland Capital Management
Massachusetts
$670K +$15.3K +266 +2%
CSIC
781
Clifford Swan Investment Counsel
California
$668K -$271K -4,700 -29%
CCM
782
Carlson Capital Management
Minnesota
$667K – – –
MFT
783
Moisand Fitzgerald Tamayo
Florida
$665K – – –
BSW
784
Buckingham Strategic Wealth
Missouri
$665K +$78.8K +1,365 +13%
BOH
785
Bank of Hawaii
Hawaii
$662K – – –
BWFM
786
Bridgewater Wealth & Financial Management
Maryland
$654K +$321K +5,568 +97%
CLOS
787
Compagnie Lombard Odier SCmA
Switzerland
$649K +$130K +2,250 +25%
KPCM
788
Kings Point Capital Management
New York
$641K +$516K +8,933 +412%
NFG
789
Nations Financial Group
Iowa
$640K -$269K -4,670 -30%
IFA
790
Interactive Financial Advisors
Illinois
$637K -$18.4K -318 -3%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$635K -$88.8K -1,537 -12%
ECM
792
Elgethun Capital Management
South Dakota
$635K +$635K +11,000 New
NA
793
Nottingham Advisors
New York
$632K -$210K -3,635 -25%
GIA
794
Granite Investment Advisors
New Hampshire
$631K – – –
GS
795
Girard Securities
California
$627K +$123K +2,125 +24%
EWM
796
Empirical Wealth Management
Washington
$625K +$17.1K +296 +3%
PI
797
Putnam Investments
Massachusetts
$618K +$618K +10,704 New
HIC
798
Hartline Investment Corp
Illinois
$607K -$364K -6,299 -37%
DSC
799
Duncker Streett & Co
Missouri
$603K -$31.4K -544 -5%
EAMA
800
EFG Asset Management (Americas)
Florida
$603K +$90.9K +1,573 +18%
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