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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41B
2
Goldman Sachs
Goldman Sachs
New York
$2.81B
3
DCM
Dupont Capital Management
Delaware
$496M
4
SCM
SCS Capital Management
Massachusetts
$609M
5
Bank of America
Bank of America
North Carolina
$2.68B

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
$51.6M
2
BFA
BlackRock Fund Advisors
California
$194M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$120M
4
U
UBS
Switzerland
$847M
5
CS
Credit Suisse
Switzerland
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
876
Gemmer Asset Management
California
$37K +$37K +552 New
ACS
877
Archford Capital Strategies
Illinois
$34.3K +$34.3K +511 New
DAM
878
Delta Asset Management
Tennessee
$34K – – –
CFG
879
CKW Financial Group
Hawaii
$34K – – –
TDC
880
Thompson Davis & Co
Virginia
$33K – – –
GI
881
Gradient Investments
Minnesota
$33K +$18.5K +275 +127%
Manulife (Manufacturers Life Insurance)
882
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6K +$3.06K +45,598 +10%
PSC
883
Prentiss Smith & Co
Vermont
$31K – – –
CCM
884
Carderock Capital Management
Maryland
$31K +$31K +462 New
VNB
885
Valley National Bancorp
New York
$30K – – –
CAW
886
Cornerstone Advisors (Washington)
Washington
$29K +$29K +430 New
FMB
887
Field & Main Bank
Kentucky
$28K -$13.5K -200 -33%
MAM
888
Mizuho Asset Management
Japan
$26K – – –
SFSIG
889
San Francisco Sentry Investment Group
California
$20K – – –
WF
890
WealthTrust Fairport
Ohio
$20K +$4.47K +65 +29%
FWM
891
Focused Wealth Management
New York
$19K – – –
CFA
892
Carroll Financial Associates
North Carolina
$16K +$9.13K +133 +133%
HCM
893
Highlander Capital Management
New Jersey
$15.3K +$15.3K +228 New
HF
894
Hoxton Financial
West Virginia
$14K -$39.3K -601 -74%
STC
895
SEI Trust Company
Pennsylvania
$13K -$23.8K -354 -65%
HCM
896
Horrell Capital Management
Arkansas
$10K – – –
BCMIO
897
Beacon Capital Management Inc (Ohio)
Ohio
$8K – – –
BBPWM
898
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
AFIA
899
America First Investment Advisors
Nebraska
$5K – – –
TCM
900
Tradewinds Capital Management
Washington
$5K – – –
34 35
36
37 38