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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

914 hedge funds and large institutions have $38.4B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 404 increasing their positions, 291 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+85
Holders Change %
+10.25%
% of All Funds
26.55%
Holding in Top 10
218
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+14.74%
% of All Funds
6.33%
New
127
Increased
404
Reduced
291
Closed
30
Calls
$2.8B
Puts
$6.05B
Net Calls
-$3.25B
Net Calls Change
-$840M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.29B
2
Goldman Sachs
Goldman Sachs
New York
$2.41B
3
U
UBS
Switzerland
$1.1B
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$576M
5
Northern Trust
Northern Trust
Illinois
$1.35B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$381M
2
BFA
BlackRock Fund Advisors
California
$575M
3
SMM
Stadion Money Management
Georgia
$6.81M
4
MSA
Mason Street Advisors
Wisconsin
$70.9M
5
CS
Credit Suisse
Switzerland
$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
826
Aldebaran Financial
$284K +$284K +4,228 New
MMG
827
Monetary Management Group
Missouri
$282K – – –
NFG
828
NewFocus Financial Group
Washington
$277K +$277K +4,125 New
TCM
829
Tradition Capital Management
New Jersey
$276K +$401 +6 +0.1%
LI
830
Lafayette Investments
Maryland
$273K – – –
IB
831
Intrust Bank
Kansas
$273K – – –
MS
832
Madison Scottsdale
Arizona
$272K – – –
WP
833
WMS Partners
Maryland
$268K -$101K -1,500 -27%
BCM
834
Buckhead Capital Management
Georgia
$262K – – –
BRWA
835
B. Riley Wealth Advisors
Florida
$259K -$49.2K -734 -16%
SCM
836
Southport Capital Management
Tennessee
$257K +$257K +3,831 New
BWP
837
Baldwin Wealth Partners
Massachusetts
$255K -$8.39K -125 -3%
DR
838
Davis Rea
Ontario, Canada
$254K -$1.21K -18 -0.5%
TSWM
839
Triangle Securities Wealth Management
North Carolina
$253K – – –
BAS
840
Brown Advisory Securities
Maryland
$250K -$233K -3,485 -48%
BHTS
841
Bar Harbor Trust Services
Maine
$250K – – –
LDB
842
Lee, Danner & Bass
Tennessee
$248K – – –
RW
843
Rand Wealth
Maryland
$245K +$28.9K +431 +13%
IAS
844
IMA Advisory Services
Colorado
$244K – – –
RFA
845
Reilly Financial Advisors
California
$241K +$17.8K +266 +8%
AC
846
Alley Company
Illinois
$239K -$7.72K -115 -3%
PAG
847
Pinnacle Advisory Group
Maryland
$239K – – –
FUBT
848
First United Bank & Trust
Maryland
$237K +$237K +3,535 New
HT
849
HighTower Trust
Texas
$236K -$26.2K -390 -10%
BC
850
Brinker Capital
Pennsylvania
$236K +$236K +3,531 New
32 33
34
35 36