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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.53B
2
Bank of America
Bank of America
North Carolina
$4.11B
3
EARNEST Partners
EARNEST Partners
Georgia
$257M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$290M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$341M

Top Sellers

1
BFA
BlackRock Fund Advisors
California
$3.15B
2
Goldman Sachs
Goldman Sachs
New York
$1.77B
3
Morgan Stanley
Morgan Stanley
New York
$801M
4
OMC
Old Mission Capital
Illinois
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
851
Allen Investment Management
New York
$301K – – –
BFIM
852
Beese Fulmer Investment Management
Ohio
$296K – – –
RGC
853
Roberts, Glore & Co
Illinois
$295K +$295K +4,995 New
VCM
854
Versant Capital Management
Arizona
$294K – – –
ST
855
Sabal Trust
Florida
$292K +$17.7K +300 +6%
AWM
856
Affinity Wealth Management
Delaware
$288K -$5.91K -100 -2%
WEC
857
Winslow Evans & Crocker
Massachusetts
$287K -$1.54K -26 -0.5%
1CP
858
1607 Capital Partners
Virginia
$284K -$8.97M -151,598 -97%
AA
859
Ancora Advisors
Ohio
$284K +$284K +4,804 New
PAM
860
Peninsula Asset Management
Florida
$283K +$283K +4,784 New
CFA
861
Carroll Financial Associates
North Carolina
$282K -$41.6K -705 -13%
DAS
862
Dynamic Advisor Solutions
Arizona
$281K +$57.9K +978 +26%
FI
863
FormulaFolio Investments
Michigan
$280K +$280K +4,742 New
EB
864
Eastern Bank
Massachusetts
$279K -$13.3K -225 -5%
Luther King Capital Management (LKCM)
865
Luther King Capital Management (LKCM)
Texas
$275K -$563K -9,519 -67%
RIM
866
Regent Investment Management
Kentucky
$275K -$1.18K -20 -0.4%
WI
867
Wintrust Investments
Illinois
$273K -$45.4K -766 -14%
GP
868
Girard Partners
Pennsylvania
$272K +$53.7K +907 +25%
AIA
869
Avalon Investment & Advisory
Texas
$271K -$228K -3,854 -46%
KA
870
Kovack Advisors
Florida
$270K -$112K -1,891 -29%
ACM
871
Argentus Capital Management
Texas
$270K -$56.9K -963 -17%
TBA
872
Train Babcock Advisors
New York
$270K -$20.4K -345 -7%
PIA
873
Peachtree Investment Advisors
Georgia
$266K -$223K -3,765 -46%
HDIM
874
Hanson & Doremus Investment Management
Vermont
$265K +$35.5K +600 +15%
FCH
875
Freestone Capital Holdings
Washington
$264K -$126K -2,140 -32%
33 34
35
36 37