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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$906M
2
SMM
Stadion Money Management
Georgia
+$307M
3
Bank of America
Bank of America
North Carolina
+$224M
4
CS
Credit Suisse
Switzerland
+$195M
5
MSA
Mason Street Advisors
Wisconsin
+$177M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$584M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451M
3
Wells Fargo
Wells Fargo
California
-$239M
4
DCM
Dupont Capital Management
Delaware
-$193M
5
Barclays
Barclays
United Kingdom
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
801
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K -$33.5K -525,779 -41%
TCCM
802
Timber Creek Capital Management
Massachusetts
$45K +$2.22K +35 +5%
HPBT
803
High Point Bank & Trust
North Carolina
$38K – – –
HR
804
Howe & Rusling
New York
$36K -$82.7K -1,298 -70%
STC
805
SEI Trust Company
Pennsylvania
$34K -$20.5M -322,923 -100%
SHWM
806
Smith & Howard Wealth Management
Georgia
$33K +$3.54K +56 +12%
DAM
807
Delta Asset Management
Tennessee
$32K – – –
MAS
808
Madden Advisory Services
Florida
$32K +$32K +500 New
FWM
809
Focused Wealth Management
New York
$31K +$31K +479 New
PSC
810
Prentiss Smith & Co
Vermont
$29K – – –
EWM
811
Edge Wealth Management
New York
$27K – – –
MAM
812
Mizuho Asset Management
Japan
$25K +$25K +393 New
CFA
813
Carroll Financial Associates
North Carolina
$21K +$15.4K +245 +272%
SFSIG
814
San Francisco Sentry Investment Group
California
$19K -$2.59K -40 -12%
WF
815
WealthTrust Fairport
Ohio
$16K – – –
GI
816
Gradient Investments
Minnesota
$14K -$15.8K -243 -53%
AFC
817
AFT Forsyth & Company
Florida
$14K +$1.16K +18 +9%
TWI
818
Thomas White International
Illinois
$10K +$10K +155 New
HCM
819
Horrell Capital Management
Arkansas
$9K – – –
PAM
820
Panagora Asset Management
Massachusetts
$6K -$1.74K -29 -22%
AFIA
821
America First Investment Advisors
Nebraska
$5K – – –
CEMP
822
Compass Efficient Model Portfolios
Tennessee
$4K -$23.7M -373,979 -100%
NMLIC
823
Northwestern Mutual Life Insurance Company
Wisconsin
$4K -$20.9M -354,781 -100%
CHAM
824
Clear Harbor Asset Management
Connecticut
$3K – – –
CCT
825
Capital City Trust
Florida
$1.48K -$5 -73 -0.3%
31 32
33
34 35