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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,160 hedge funds and large institutions have $56.1B invested in iShares MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 561 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+33
Holders Change %
+2.93%
% of All Funds
28.96%
Holding in Top 10
211
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.94%
% of All Funds
5.27%
New
96
Increased
561
Reduced
360
Closed
53
Calls
$4.03B
Puts
$5.75B
Net Calls
-$1.72B
Net Calls Change
+$4.79B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.32B
2
BlackRock
BlackRock
New York
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$341M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$290M
5
LPL Financial
LPL Financial
California
+$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$341M
2
Jane Street
Jane Street
New York
-$309M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$242M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$127M
5
Citigroup
Citigroup
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
801
Pathstone Family Office
New Jersey
$817K +$16.2K +249 +2%
Toronto Dominion Bank
802
Toronto Dominion Bank
Ontario, Canada
$816K -$790K -12,113 -49%
MFP
803
Mosaic Financial Partners
California
$809K – – –
LWAC
804
Laurel Wealth Advisors (California)
California
$809K +$36K +552 +5%
RG
805
Rikoon Group
New Mexico
$798K – – –
CCM
806
Carlson Capital Management
Minnesota
$792K +$38.8K +595 +5%
BFA
807
Beaumont Financial Advisors
Massachusetts
$788K -$53.2K -816 -6%
AWA
808
Arete Wealth Advisors
Illinois
$787K +$25.9K +398 +3%
TA
809
Tiedemann Advisors
New York
$783K +$461K +7,065 +143%
AT
810
Arden Trust
Delaware
$779K -$10.6K -162 -1%
JFG
811
JMG Financial Group
Illinois
$771K -$86.9K -1,333 -10%
BCM
812
Boltwood Capital Management
California
$769K +$13K +200 +2%
PL
813
Parthenon LLC
Kentucky
$762K – – –
NEIRG
814
New England Investment & Retirement Group
Massachusetts
$760K – – –
GS
815
Girard Securities
California
$758K +$90.5K +1,390 +14%
CCG
816
Cypress Capital Group
Florida
$757K +$13K +200 +2%
RMCM
817
Reynders McVeigh Capital Management
Massachusetts
$757K +$24.5K +376 +3%
Fisher Asset Management
818
Fisher Asset Management
Washington
$742K +$742K +11,387 New
PVH
819
Psagot Value Holdings
Israel
$741K -$33.9K -520 -4%
WS
820
Wedbush Securities
California
$741K +$133K +2,036 +22%
BOH
821
Bank of Hawaii
Hawaii
$738K – – –
KFC
822
Klingenstein Fields & Co
New York
$735K +$301K +4,615 +69%
BSB
823
Bangor Savings Bank
Maine
$731K -$133K -2,039 -15%
DSC
824
Duncker Streett & Co
Missouri
$728K +$33.6K +515 +5%
RWM
825
RKL Wealth Management
Pennsylvania
$728K +$219K +3,352 +43%
31 32
33
34 35