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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$289M
2
BFA
BlackRock Fund Advisors
California
+$185M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$156M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
+$152M
5
Northern Trust
Northern Trust
Illinois
+$145M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$288M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$247M
4
EARNEST Partners
EARNEST Partners
Georgia
-$115M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
851
RKL Wealth Management
Pennsylvania
$467K +$116K +2,005 +33%
MCM
852
Millie Capital Management
California
$462K – – –
CSM
853
CAMG Solamere Management
North Carolina
$462K +$462K +7,990 New
PA
854
Paracle Advisors
Washington
$460K -$2.42K -42 -0.5%
WIM
855
Westside Investment Management
California
$460K +$460K +8,985 New
VWM
856
Vector Wealth Management
Minnesota
$452K +$14.3K +247 +3%
CWM
857
Connecticut Wealth Management
Connecticut
$448K +$448K +7,560 New
RC
858
RegentAtlantic Capital
New Jersey
$446K +$346 +6 +0.1%
CCG
859
Cypress Capital Group
Florida
$443K -$98.1K -1,700 -18%
SLF
860
Sun Life Financial
Ontario, Canada
$441K -$10.7M -617,173 -96%
EA
861
Edge Advisors
Georgia
$438K +$438K +7,594 New
CWA
862
Cypress Wealth Advisors
California
$436K -$588K -10,181 -57%
AHC
863
Adell Harriman & Carpenter
Texas
$434K -$121K -2,100 -22%
AIM
864
Anchor Investment Management
South Carolina
$432K +$5.77K +100 +1%
RWA
865
RGT Wealth Advisors
Texas
$431K -$11.1K -192 -3%
ECM
866
Evergreen Capital Management
Washington
$431K – – –
WA
867
Wealth Architects
California
$428K -$86.8K -1,503 -17%
SAS
868
Stelac Advisory Services
New York
$428K – – –
AssetMark Inc
869
AssetMark Inc
California
$424K +$84.4K +1,461 +25%
BF
870
Blankinship & Foster
California
$423K +$423K +7,333 New
BO
871
Bank OZK
Arkansas
$422K – – –
GLA
872
Good Life Advisors
Pennsylvania
$422K +$422K +7,088 New
FHA
873
Flagship Harbor Advisors
Massachusetts
$421K +$421K +7,084 New
AIM
874
AMI Investment Management
Indiana
$414K -$8.72K -151 -2%
OC
875
Oakworth Capital
Alabama
$413K – – –
33 34
35
36 37