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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.53B
2
Bank of America
Bank of America
North Carolina
$4.11B
3
EARNEST Partners
EARNEST Partners
Georgia
$257M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$290M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$341M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
$3.15B
2
Goldman Sachs
Goldman Sachs
New York
$1.77B
3
Morgan Stanley
Morgan Stanley
New York
$801M
4
OMC
Old Mission Capital
Illinois
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
826
Kalos Management
Georgia
$346K -$1.44M -24,342 -81%
CFN
827
Cordasco Financial Network
Florida
$346K – – –
PFA
828
Paradigm Financial Advisors
Missouri
$345K – – –
BWFM
829
Bridgewater Wealth & Financial Management
Maryland
$341K -$5.91K -100 -2%
DHFB
830
Dixon Hubard Feinour & Brown
Virginia
$338K – – –
BCFS
831
Butensky & Cohen Financial Security
Florida
$331K – – –
MC
832
Moors & Cabot
Massachusetts
$329K – – –
Aristotle Capital Management
833
Aristotle Capital Management
California
$328K -$119K -2,011 -27%
KP
834
Keel Point
Alabama
$326K -$5.03K -85 -2%
BRWA
835
B. Riley Wealth Advisors
Florida
$324K -$80.9K -1,363 -20%
ICM
836
Ionic Capital Management
New York
$323K +$323K +5,461 New
ASN
837
Advisory Services Network
Georgia
$322K +$10.1K +170 +3%
WCF
838
West Coast Financial
California
$321K -$42.3K -716 -12%
HS
839
HighVista Strategies
Massachusetts
$313K – – –
AF
840
Arrow Financial
New York
$310K -$26.7K -452 -8%
CFA
841
CT Financial Advisors
Pennsylvania
$309K -$35.8K -606 -10%
IT
842
Independence Trust
Tennessee
$308K – – –
MMG
843
Monetary Management Group
Missouri
$308K – – –
AAM
844
Autus Asset Management
Arizona
$307K +$29.3K +497 +11%
TCM
845
Tradewinds Capital Management
Washington
$307K +$302K +5,116 +6,476%
ADL
846
Asset Dedication LLC
California
$304K – – –
MBTD
847
Mechanics Bank - Trust Department
California
$304K +$304K +5,145 New
AFWA
848
Ancora Family Wealth Advisors
Ohio
$303K +$303K +5,118 New
BII
849
Bainco International Investors
Massachusetts
$302K +$5.55K +94 +2%
AIP
850
ARS Investment Partners
New York
$301K – – –
32 33
34
35 36