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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,127 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 406 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+11
Holders Change %
+0.99%
% of All Funds
28.1%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.06%
New
91
Increased
406
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B

Top Buyers

1
BlackRock
BlackRock
New York
+$4.44B
2
Bank of America
Bank of America
North Carolina
+$986M
3
Morgan Stanley
Morgan Stanley
New York
+$696M
4
Jane Street
Jane Street
New York
+$515M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$607M
2
Barclays
Barclays
United Kingdom
-$134M
3
EARNEST Partners
EARNEST Partners
Georgia
-$129M
4
IL
Investure LLC
Virginia
-$125M
5
Macquarie Group
Macquarie Group
Australia
-$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
826
Bridgecreek Investment Management
Oklahoma
$587K +$587K +9,418 New
EWM
827
Empirical Wealth Management
Washington
$585K -$89.1K -1,430 -13%
CFN
828
Cordasco Financial Network
Florida
$585K +$73.6K +1,181 +14%
WS
829
Wedbush Securities
California
$581K -$65.7K -1,055 -10%
BCM
830
Brookmont Capital Management
Texas
$578K +$18.3K +294 +3%
FNBOH
831
First National Bank of Hutchinson
Kansas
$572K +$40.5K +650 +8%
FWP
832
FAS Wealth Partners
Kansas
$571K +$25.1K +403 +5%
DP
833
Dearborn Partners
Illinois
$568K -$15.6K -250 -3%
GI
834
Gradient Investments
Minnesota
$567K -$38.1K -612 -6%
TWM
835
Torch Wealth Management
Ohio
$566K +$41.5K +665 +8%
NGA
836
Naples Global Advisors
Florida
$562K -$15.7K -252 -3%
FHC
837
Forest Hill Capital
Arkansas
$561K – – –
HCM
838
Horan Capital Management
Maryland
$557K +$557K +8,954 New
AIM
839
Avity Investment Management
Connecticut
$553K +$11.8K +190 +2%
NPF
840
Norris Perne & French
Michigan
$548K -$42.1K -676 -7%
PTB
841
Pioneer Trust Bank
Oregon
$548K – – –
BS
842
Banco Santander
Spain
$545K +$545K +10,000 New
CPA
843
Clear Perspective Advisors
Illinois
$535K +$124K +2,000 +30%
CA
844
Cullinan Associates
Kentucky
$533K +$6.23K +100 +1%
IIM
845
Ipswich Investment Management
Massachusetts
$532K +$873 +14 +0.2%
LDB
846
Lee, Danner & Bass
Tennessee
$531K +$258K +4,150 +95%
GHAM
847
Gilman Hill Asset Management
Connecticut
$526K -$418K -6,715 -44%
BBA
848
BLB&B Advisors
Pennsylvania
$524K -$986K -15,830 -65%
TBNY
849
Trustco Bank (New York)
New York
$523K – – –
MHIM
850
MacNealy Hoover Investment Management
Ohio
$522K -$10.6K -170 -2%
32 33
34
35 36