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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,127 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 406 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+11
Holders Change %
+0.99%
% of All Funds
28.1%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.06%
New
91
Increased
406
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B

Top Buyers

1
BlackRock
BlackRock
New York
+$4.44B
2
Bank of America
Bank of America
North Carolina
+$986M
3
Morgan Stanley
Morgan Stanley
New York
+$696M
4
Jane Street
Jane Street
New York
+$515M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$607M
2
Barclays
Barclays
United Kingdom
-$134M
3
EARNEST Partners
EARNEST Partners
Georgia
-$129M
4
IL
Investure LLC
Virginia
-$125M
5
Macquarie Group
Macquarie Group
Australia
-$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
926
HM Capital Management
Missouri
$361K -$20K -320 -5%
DHFB
927
Dixon Hubard Feinour & Brown
Virginia
$356K – – –
BWA
928
BlueSky Wealth Advisors
North Carolina
$353K – – –
FLPIM
929
F.L. Putnam Investment Management
Massachusetts
$351K +$52.9K +849 +18%
CFA
930
Carroll Financial Associates
North Carolina
$347K +$26.7K +429 +8%
KM
931
Kalos Management
Georgia
$345K -$10.5K -169 -3%
LCM
932
Logan Capital Management
Pennsylvania
$339K -$59.8K -960 -15%
RW
933
REDW Wealth
New Mexico
$337K -$51.5K -827 -13%
WCF
934
West Coast Financial
California
$337K – – –
SCA
935
STALEY CAPITAL ADVISERS
Pennsylvania
$332K – – –
AIM
936
Allen Investment Management
New York
$331K – – –
SKK
937
Shepherd Kaplan Krochuk
Massachusetts
$330K – – –
HS
938
HighVista Strategies
Massachusetts
$330K – – –
MC
939
Middleton & Co
Massachusetts
$329K +$329K +5,287 New
PCTC
940
Perkins Coie Trust Company
Washington
$328K – – –
ST
941
Sabal Trust
Florida
$326K +$87.1K +1,400 +36%
ZB
942
Zions Bancorporation
Utah
$325K -$16.5K -265 -5%
IT
943
Independence Trust
Tennessee
$324K – – –
PP
944
PagnatoKarp Partners
Virginia
$324K +$324K +5,203 New
RGC
945
Roberts, Glore & Co
Illinois
$323K +$323K +5,193 New
AAM
946
Autus Asset Management
Arizona
$322K +$8.05K +129 +3%
TWM
947
Tanglewood Wealth Management
Texas
$321K -$636K -10,196 -66%
ASN
948
Advisory Services Network
Georgia
$320K +$320K +5,131 New
CPA
949
Capital Planning Advisors
California
$320K +$320K +5,144 New
LC
950
LCNB Corp
Ohio
$318K -$33.1K -532 -9%
36 37
38
39 40