EFA icon

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 %
PTB
826
Pioneer Trust Bank
Oregon
$508K – – –
FWP
827
FAS Wealth Partners
Kansas
$506K – – –
HWA
828
Heritage Wealth Advisors
Virginia
$505K +$34.1K +589 +7%
ECAM
829
East Coast Asset Management
Massachusetts
$504K -$3K -52 -0.6%
AIM
830
Avity Investment Management
Connecticut
$501K +$4.04K +70 +0.8%
JA
831
JLB & Associates
Michigan
$499K +$499K +8,646 New
MHIM
832
MacNealy Hoover Investment Management
Ohio
$493K -$965K -16,725 -66%
SG
833
Strid Group
Pennsylvania
$493K +$493K +8,535 New
IIM
834
Ipswich Investment Management
Massachusetts
$492K -$67.6K -1,171 -12%
FNBOH
835
First National Bank of Hutchinson
Kansas
$492K -$2.66K -46 -0.5%
JFA
836
JNBA Financial Advisors
Minnesota
$492K +$150K +2,592 +44%
JWM
837
Janiczek Wealth Management
Colorado
$491K – – –
GAG
838
GM Advisory Group
New York
$490K +$490K +8,482 New
CA
839
Cullinan Associates
Kentucky
$488K -$34.6K -600 -7%
TWM
840
Torch Wealth Management
Ohio
$486K +$486K +8,415 New
TBNY
841
Trustco Bank (New York)
New York
$485K -$5.78K -100 -1%
AI
842
Accredited Investors
Minnesota
$483K +$32.3K +559 +7%
EFS
843
Essex Financial Services
Connecticut
$483K +$136K +2,360 +39%
PMFA
844
Plante Moran Financial Advisors
Michigan
$479K -$14.9K -258 -3%
CFA
845
Cahill Financial Advisors
Minnesota
$477K +$4.86K +84 +1%
CFN
846
Cordasco Financial Network
Florida
$474K +$117K +2,020 +33%
AFP
847
Ausdal Financial Partners
Iowa
$471K +$4.45K +77 +1%
ATC
848
Argent Trust Co
Tennessee
$470K -$122K -2,106 -21%
VHAM
849
Van Hulzen Asset Management
California
$469K -$63.5K -1,100 -12%
JIC
850
Joel Isaacson & Co
New York
$467K -$28.5K -494 -6%
32 33
34
35 36