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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 %
SGCA
926
Steel Grove Capital Advisors
Tennessee
$321K -$134K -2,319 -29%
ZB
927
Zions Bancorporation
Utah
$316K -$322K -5,575 -50%
FANJ
928
Financial Architects (New Jersey)
New Jersey
$316K -$43.2K -750 -12%
BCFS
929
Butensky & Cohen Financial Security
Florida
$313K -$10.1K -175 -3%
SEIA
930
Signature Estate & Investment Advisors
California
$313K +$177K +3,070 +131%
WCF
931
West Coast Financial
California
$312K -$1.33K -23 -0.4%
SCA
932
STALEY CAPITAL ADVISERS
Pennsylvania
$308K -$158K -2,730 -34%
WA
933
WP Advisors
California
$307K +$307K +5,326 New
SKK
934
Shepherd Kaplan Krochuk
Massachusetts
$306K -$264K -4,580 -46%
HS
935
HighVista Strategies
Massachusetts
$306K – – –
AIM
936
Allen Investment Management
New York
$306K +$12.7K +220 +4%
ADL
937
Asset Dedication LLC
California
$304K +$7.29K +126 +2%
PCTC
938
Perkins Coie Trust Company
Washington
$304K +$226K +3,920 +290%
GIA
939
GHP Investment Advisors
Colorado
$301K -$95.9K -1,659 -24%
TCM
940
Tradewinds Capital Management
Washington
$301K +$636 +11 +0.2%
KP
941
Keel Point
Alabama
$300K -$17.7K -307 -6%
IT
942
Independence Trust
Tennessee
$300K – – –
MBTD
943
Mechanics Bank - Trust Department
California
$300K +$2.89K +50 +1%
Carson Wealth (CWM LLC)
944
Carson Wealth (CWM LLC)
Nebraska
$299K -$161K -2,783 -35%
MC
945
Moors & Cabot
Massachusetts
$298K -$23.8K -411 -7%
CFA
946
Carroll Financial Associates
North Carolina
$297K +$21.4K +371 +8%
MMG
947
Monetary Management Group
Missouri
$294K -$6.92K -120 -2%
AAM
948
Autus Asset Management
Arizona
$290K -$9.8K -170 -3%
BFIM
949
Beese Fulmer Investment Management
Ohio
$289K – – –
GP
950
Girard Partners
Pennsylvania
$286K +$20.6K +357 +8%
36 37
38
39 40