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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 %
WS
801
Wedbush Securities
California
$599K +$59.6K +1,033 +11%
CWM
802
Concert Wealth Management
California
$595K -$735K -12,765 -55%
CRC
803
Curi RMB Capital
Illinois
$594K -$1.64M -28,402 -73%
LPIC
804
LeJeune Puetz Investment Counsel
Michigan
$585K +$585K +10,125 New
NSAM
805
North Star Asset Management
Wisconsin
$579K -$151K -2,615 -21%
SAM
806
Summit Asset Management
Tennessee
$571K +$47.7K +826 +9%
SCCM
807
Schafer Cullen Capital Management
New York
$569K +$569K +9,849 New
PP
808
PDT Partners
New York
$566K -$2.77M -48,000 -83%
FDCC
809
Foster Dykema Cabot & Co
Massachusetts
$564K -$1.7M -29,485 -75%
SFS
810
Sowell Financial Services
Arkansas
$562K +$562K +9,289 New
GI
811
Gradient Investments
Minnesota
$561K +$29.6K +512 +6%
CCP
812
Corient Capital Partners
California
$551K -$74.7K -1,292 -12%
NPF
813
Norris Perne & French
Michigan
$547K -$37.4K -649 -6%
SCM
814
Snow Capital Management
Pennsylvania
$545K – – –
CM
815
CS McKee
Pennsylvania
$545K +$545K +9,446 New
ICM
816
Ionic Capital Management
New York
$543K +$228K +3,950 +72%
CF
817
CenterStar Fund
Illinois
$542K – – –
DP
818
Dearborn Partners
Illinois
$541K -$57.7K -1,000 -10%
MSAM
819
Moloney Securities Asset Management
Missouri
$536K +$536K +9,277 New
NGA
820
Naples Global Advisors
Florida
$535K -$29.9K -519 -5%
HIM
821
Hutchens Investment Management
New Hampshire
$528K -$206K -3,580 -28%
FHC
822
Forest Hill Capital
Arkansas
$520K – – –
BCM
823
Brookmont Capital Management
Texas
$519K -$58 -1 -0%
IWC
824
Integrated Wealth Counsel
California
$514K -$11.5K -200 -2%
NA
825
NewEdge Advisors
Louisiana
$513K +$513K +8,655 New
31 32
33
34 35