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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
26.34%
Holding in Top 10
209
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.42%
% of All Funds
6.01%
New
54
Increased
389
Reduced
350
Closed
36
Calls
$1.91B
Puts
$5.31B
Net Calls
-$3.4B
Net Calls Change
+$705M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.11B
2
Bank of America
Bank of America
North Carolina
$3.1B
3
CS
Credit Suisse
Switzerland
$372M
4
SMM
Stadion Money Management
Georgia
$214M
5
Goldman Sachs
Goldman Sachs
New York
$3.04B

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$97.6M
2
Northern Trust
Northern Trust
Illinois
$1.24B
3
DCM
Dupont Capital Management
Delaware
$323M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$264M
5
Prudential Financial
Prudential Financial
New Jersey
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
851
Torch Wealth Management
Ohio
$213K +$17.8K +260 +9%
BRWM
852
B. Riley Wealth Management
Tennessee
$213K +$22.8K +335 +12%
BRWA
853
B. Riley Wealth Advisors
Florida
$213K -$15.2K -223 -7%
IWC
854
Integrated Wealth Counsel
California
$212K -$1.5M -21,960 -88%
FAT
855
First American Trust
California
$212K -$5.26K -77 -2%
SCP
856
Syntal Capital Partners
Texas
$204K -$478K -7,015 -70%
WEC
857
Winslow Evans & Crocker
Massachusetts
$192K +$684 +10 +0.4%
PFSC
858
Peoples Financial Services Corp
Pennsylvania
$188K – – –
JT
859
Jump Trading
Illinois
$180K -$7.95M -116,063 -98%
TAM
860
Tocqueville Asset Management
New York
$163K +$163K +2,390 New
WRM
861
Westport Resources Management
Connecticut
$147K -$54.3K -795 -27%
PRA
862
Parametric Risk Advisors
Connecticut
$144K -$5.56M -81,100 -97%
KTC
863
Kistler-Tiffany Companies
Pennsylvania
$140K -$8.82K -129 -6%
QAM
864
QCI Asset Management
New York
$133K -$29K -423 -18%
LFR
865
Lehman Financial Resources
Pennsylvania
$128K – – –
FIG
866
Fusion Investment Group
Pennsylvania
$127K +$35.8K +523 +39%
TCCM
867
Timber Creek Capital Management
Massachusetts
$123K -$5.43K -80 -4%
WA
868
Winfield Associates
Ohio
$116K +$116K +1,707 New
FNBSF
869
First National Bank Sioux Falls
South Dakota
$112K -$3.21K -47 -3%
AssetMark Inc
870
AssetMark Inc
California
$109K -$2.59K -38 -2%
PCTC
871
Perkins Coie Trust Company
Washington
$103K -$27.5K -400 -21%
SIA
872
SeaBridge Investment Advisors
New Jersey
$103K +$103K +1,500 New
SAM
873
Shamrock Asset Management
Texas
$98K +$98K +1,435 New
PFO
874
Pathstone Family Office
New Jersey
$97K -$320K -4,668 -77%
EWM
875
Elite Wealth Management
Washington
$82K -$56.3K -826 -41%
33 34
35
36 37