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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

978 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 404 increasing their positions, 337 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+71
Holders Change %
+7.83%
% of All Funds
26.1%
Holding in Top 10
204
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.37%
% of All Funds
5.44%
New
137
Increased
404
Reduced
337
Closed
53
Calls
$3.17B
Puts
$4.79B
Net Calls
-$1.61B
Net Calls Change
+$1.75B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$347M
2
MAA
Managed Account Advisors
New Jersey
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
4
FTUS
Flow Traders U.S.
New York
+$190M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$681M
2
Goldman Sachs
Goldman Sachs
New York
-$460M
3
SCM
SCS Capital Management
Massachusetts
-$460M
4
DCM
Dupont Capital Management
Delaware
-$250M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPM
901
Sensible Financial Planning & Management
Massachusetts
$228K – – –
WAM
902
Weatherly Asset Management
California
$227K – – –
FAAM
903
First Allied Asset Management
California
$225K -$71.3K -1,167 -24%
SCA
904
STALEY CAPITAL ADVISERS
Pennsylvania
$224K – – –
CC
905
Callan Capital
California
$223K +$223K +3,665 New
FDCC
906
Foster Dykema Cabot & Co
Massachusetts
$219K -$70.2K -1,155 -24%
NIMC
907
NWQ Investment Management Company
California
$218K +$218K +3,585 New
MC
908
Middleton & Co
Massachusetts
$214K -$331K -5,450 -61%
AIM
909
Allen Investment Management
New York
$213K -$563K -9,266 -73%
ICM
910
IMS Capital Management
Oregon
$212K – – –
BWA
911
Burt Wealth Advisors
Maryland
$211K +$211K +3,295 New
RW
912
Rand Wealth
Maryland
$208K – – –
LCM
913
Logan Capital Management
Pennsylvania
$207K +$207K +3,407 New
NCM
914
Northside Capital Management
Oregon
$205K +$205K +3,370 New
AL
915
Agran Libbie
California
$203K +$203K +3,333 New
CFS
916
Commonwealth Financial Services
West Virginia
$190K +$190K +3,127 New
AA
917
Apriem Advisors
California
$186K +$11.2K +184 +6%
RFA
918
Reilly Financial Advisors
California
$183K +$6.22K +102 +4%
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$167K – – –
SEI Investments
920
SEI Investments
Pennsylvania
$152K +$152K +2,495 New
EAMA
921
EFG Asset Management (Americas)
Florida
$151K +$37.4K +617 +33%
HI
922
Hudock Inc
Pennsylvania
$138K +$15.3K +251 +12%
BRWM
923
B. Riley Wealth Management
Tennessee
$133K -$47.3K -780 -26%
UFA
924
US Financial Advisors
Massachusetts
$132K +$132K +2,161 New
LFR
925
Lehman Financial Resources
Pennsylvania
$114K – – –
35 36
37
38 39