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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 %
OC
901
Oarsman Capital
Wisconsin
$369K -$33.2K -575 -8%
BJ
902
Brouwer & Janachowski
California
$365K -$38K -658 -9%
AIS
903
American Investment Services
Massachusetts
$365K -$34.9K -604 -9%
DCM
904
Donaldson Capital Management
Indiana
$365K -$7.33K -127 -2%
MAM
905
Magellan Asset Management
Australia
$363K -$774K -13,418 -68%
RW
906
REDW Wealth
New Mexico
$360K +$360K +6,236 New
CCMD
907
Cypress Capital Management (Delaware)
Delaware
$359K +$359K +6,220 New
HCM
908
HM Capital Management
Missouri
$352K -$270K -4,681 -43%
AC
909
Alley Company
Illinois
$351K +$10.1K +175 +3%
WA
910
WFG Advisors
Texas
$349K -$10.4K -180 -3%
CFA
911
CT Financial Advisors
Pennsylvania
$347K +$45.3K +785 +15%
PFA
912
Paradigm Financial Advisors
Missouri
$346K +$9.61K +167 +3%
GC
913
Gilbert & Cook
Iowa
$346K +$346K +6,001 New
FNBTCON
914
First National Bank & Trust Co of Newtown
Pennsylvania
$345K – – –
ST
915
Spinnaker Trust
Maine
$344K – – –
NSB
916
Norway Savings Bank
Maine
$339K +$339K +5,875 New
BRWA
917
B. Riley Wealth Advisors
Florida
$336K +$19.8K +341 +6%
OAM
918
Occidental Asset Management
California
$335K -$126K -2,184 -27%
CAM
919
Concorde Asset Management
Michigan
$334K -$49.3K -860 -13%
KM
920
Kalos Management
Georgia
$330K -$8.38K -145 -2%
DHFB
921
Dixon Hubard Feinour & Brown
Virginia
$330K – – –
CFD
922
Creative Financial Designs
Indiana
$329K +$329K +5,702 New
BWA
923
BlueSky Wealth Advisors
North Carolina
$327K +$327K +5,672 New
LC
924
LCNB Corp
Ohio
$326K +$326K +5,638 New
S
925
SignatureFD
Georgia
$322K -$21.2K -366 -6%
35 36
37
38 39