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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 %
OIA
876
Optimum Investment Advisors
Illinois
$412K -$31.3K -542 -7%
TCCM
877
Timber Creek Capital Management
Massachusetts
$411K +$19.3K +335 +5%
GA
878
Gateway Advisory
New Jersey
$405K +$405K +7,016 New
KFC
879
Klingenstein Fields & Co
New York
$402K -$20.5K -355 -5%
CF
880
Corrigan Financial
Rhode Island
$401K -$19.6K -340 -5%
AA
881
Ancora Advisors
Ohio
$401K +$124K +2,151 +45%
OA
882
Opes Advisors
California
$398K +$398K +6,899 New
IC
883
Inverness Counsel
New York
$397K -$392K – –
BAS
884
Brown Advisory Securities
Maryland
$396K -$5.14K -89 -1%
ACS
885
Archford Capital Strategies
Illinois
$393K +$283K +4,902 +256%
SCG
886
Sonata Capital Group
Washington
$392K -$40.4K -700 -9%
FPFS
887
First Personal Financial Services
North Carolina
$391K -$98.6K -1,710 -20%
VCP
888
Vista Capital Partners
Oregon
$389K -$45.1K -781 -10%
EWM
889
Evermay Wealth Management
Virginia
$386K -$44.8K -775 -10%
MPI
890
Mairs & Power Inc
Minnesota
$385K -$210K -3,639 -35%
BFA
891
Bragg Financial Advisors
North Carolina
$384K -$15K -260 -4%
AWM
892
Altavista Wealth Management
North Carolina
$384K – – –
SAM
893
SignalPoint Asset Management
Missouri
$383K +$383K +6,627 New
STMM
894
South Texas Money Management
Texas
$381K +$26.5K +459 +7%
CPA
895
Clear Perspective Advisors
Illinois
$381K +$381K +6,595 New
DIP
896
DT Investment Partners
Pennsylvania
$380K – – –
NEAM
897
New England Asset Management
Connecticut
$375K – – –
SFFS
898
Stonehage Fleming Financial Services
Jersey
$374K – – –
PA
899
Parallel Advisors
California
$372K +$372K +6,446 New
LCM
900
Logan Capital Management
Pennsylvania
$370K +$370K +6,403 New
34 35
36
37 38