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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,005 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+27
Holders Change %
+2.76%
% of All Funds
26.81%
Holding in Top 10
220
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+7.84%
% of All Funds
5.87%
New
95
Increased
420
Reduced
380
Closed
57
Calls
$2.84B
Puts
$4.82B
Net Calls
-$1.98B
Net Calls Change
-$367M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.84B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
3
Bank of America
Bank of America
North Carolina
+$409M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
5
MAA
Managed Account Advisors
New Jersey
+$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.65B
2
Goldman Sachs
Goldman Sachs
New York
-$445M
3
CS
Credit Suisse
Switzerland
-$196M
4
MSA
Mason Street Advisors
Wisconsin
-$195M
5
Deutsche Bank
Deutsche Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
851
Sterneck Capital Management
Missouri
$345K +$345K +5,382 New
BW
852
Bison Wealth
Georgia
$334K -$187K -2,909 -36%
LRPA
853
L. Roy Papp & Associates
Arizona
$331K – – –
CAS
854
Cue Advisory Services
Arizona
$330K -$18.6K -289 -5%
AIP
855
ARS Investment Partners
New York
$327K +$327K +5,090 New
FNBTCON
856
First National Bank & Trust Co of Newtown
Pennsylvania
$326K – – –
CFSG
857
Community Financial Services Group
Vermont
$324K – – –
Parallax Volatility Advisers
858
Parallax Volatility Advisers
California
$323K -$675K -10,518 -68%
FF
859
Friedenthal Financial
New Jersey
$323K +$8.22K +128 +3%
FAM
860
Formidable Asset Management
Ohio
$322K +$5.69K +85 +2%
LCM
861
Liberty Capital Management
Michigan
$320K -$6.41K -100 -2%
LYV
862
Live Your Vision
Pennsylvania
$319K +$64.3K +1,000 +25%
HRIA
863
Haberer Registered Investment Advisor
Ohio
$317K -$112K -1,744 -26%
MCM
864
Monarch Capital Management
Indiana
$309K +$309K +4,821 New
RGC
865
Roberts, Glore & Co
Illinois
$309K +$309K +4,821 New
PFG
866
Pacific Financial Group
Washington
$307K -$4.24K -66 -1%
WIC
867
Woodmont Investment Counsel
Tennessee
$304K -$38.6K -600 -11%
BII
868
Bainco International Investors
Massachusetts
$300K – – –
BWP
869
Baldwin Wealth Partners
Massachusetts
$300K +$56.2K +875 +23%
HIS
870
Horizon Investment Services
Indiana
$298K +$298K +4,636 New
GHF
871
Good Harbor Financial
Illinois
$291K +$12.2K +191 +4%
NFG
872
NewFocus Financial Group
Washington
$290K -$64.3K -1,004 -18%
GWM
873
Gupta Wealth Management
California
$290K +$290K +4,515 New
HDIM
874
Hanson & Doremus Investment Management
Vermont
$288K -$6.1K -95 -2%
LIM
875
Loudon Investment Management
New Hampshire
$282K – – –
33 34
35
36 37