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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
$7.36B
2
MAA
Managed Account Advisors
New Jersey
$671M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
4
FTUS
Flow Traders U.S.
New York
$190M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$343M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
Goldman Sachs
Goldman Sachs
New York
$2.38B
3
SCM
SCS Capital Management
Massachusetts
$215M
4
DCM
Dupont Capital Management
Delaware
$54.9M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
976
Blue Bell Private Wealth Management
Pennsylvania
$6K -$12K -200 -67%
BKA
977
Brick & Kyle Associates
Pennsylvania
$6K +$6K +100 New
TCM
978
Tradewinds Capital Management
Washington
$5K – – –
AFIA
979
America First Investment Advisors
Nebraska
$4K – – –
HR
980
Howe & Rusling
New York
$2K – – –
HIM
981
Hillsdale Investment Management
Ontario, Canada
$1K – – –
BRWA
982
B. Riley Wealth Advisors
Florida
$149 +$149 +2,450 New
RFS
983
Rockefeller Financial Services
New York
– -$45.3M -705,847 Closed
HCC
984
Hirtle Callaghan & Co
Pennsylvania
– -$40.9M -637,906 Closed
BMM
985
Berkshire Money Management
Massachusetts
– -$40.7M -634,240 Closed
CIG
986
Consolidated Investment Group
Colorado
– -$21.6M -336,842 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
987
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$20.7M -322,880 Closed
SFI
988
SPC Financial Inc
Maryland
– -$12M -186,463 Closed
SIC
989
Starr International Company
Switzerland
– -$10.2M -159,070 Closed
NEIRG
990
New England Investment & Retirement Group
Massachusetts
– -$9.48M -147,794 Closed
PP
991
PDT Partners
New York
– -$6.84M -106,600 Closed
CM
992
Castleark Management
Illinois
– -$7.16M -106,600 Closed
AC
993
Andromeda Capital
New York
– -$4.77M -74,400 Closed
IFWM
994
Institute for Wealth Management
Colorado
– -$3.77M -58,811 Closed
IG
995
ING Group
Netherlands
– -$3.04M -47,400 Closed
BIM
996
Bridgecreek Investment Management
Oklahoma
– -$2.76M -43,090 Closed
BSWMG
997
Barrington Strategic Wealth Management Group
Illinois
– -$2.03M -31,585 Closed
CPO
998
Cerity Partners OCIO
New York
– -$1.16M -18,007 Closed
SG
999
Somerset Group
Minnesota
– -$1.01M -15,805 Closed
ID
1000
Integral Derivatives
New York
– -$627K -9,786 Closed
38 39
40
41 42