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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 %
AHS
851
Aspiriant Holdings S3
California
$234K +$16.8K +250 +8%
DIP
852
DT Investment Partners
Pennsylvania
$230K – – –
BC
853
Barnett & Company
Tennessee
$227K -$292K -4,341 -56%
NFG
854
Nadler Financial Group
Illinois
$222K +$222K +3,315 New
MSS
855
Mitchell Sinkler & Starr
Pennsylvania
$216K – – –
BOK
856
Bank of Kentucky
Kentucky
$215K -$10.8K -160 -5%
JG
857
Jefferies Group
New York
$215K +$215K +3,201 New
WRM
858
Westport Resources Management
Connecticut
$214K +$268 +4 +0.1%
HGI
859
Hansberger Global Investors
Florida
$209K -$6.14M -91,659 -97%
OIA
860
Optimum Investment Advisors
Illinois
$194K – – –
PFSC
861
Peoples Financial Services Corp
Pennsylvania
$185K +$185K +2,750 New
WEC
862
Winslow Evans & Crocker
Massachusetts
$185K +$185K +2,755 New
ACM
863
Aviance Capital Management
Florida
$184K -$20.7K -309 -10%
First Manhattan
864
First Manhattan
New York
$183K +$32.6K +489 +22%
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$177K – – –
QAM
866
QCI Asset Management
New York
$164K -$14.2K -212 -8%
TWM
867
Torch Wealth Management
Ohio
$147K +$147K +2,190 New
KCPG
868
Kavar Capital Partners Group
Kansas
$139K +$139K +2,082 New
SMG
869
Spectrum Management Group
Indiana
$132K +$132K +1,965 New
PCTC
870
Perkins Coie Trust Company
Washington
$127K +$127K +1,900 New
TCCM
871
Timber Creek Capital Management
Massachusetts
$126K +$78.6K +1,180 +166%
LFR
872
Lehman Financial Resources
Pennsylvania
$125K – – –
SSB
873
Sandy Spring Bank
Maryland
$124K +$124K +1,844 New
JWM
874
Jacobus Wealth Management
Wisconsin
$116K +$116K +1,736 New
FNBSF
875
First National Bank Sioux Falls
South Dakota
$113K -$4.69K -70 -4%
33 34
35
36 37