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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,024 hedge funds and large institutions have $42.4B invested in iShares MSCI EAFE ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 386 increasing their positions, 443 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-11
Holders Change %
-1.06%
% of All Funds
27.37%
Holding in Top 10
192
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.04%
% of All Funds
5.13%
New
72
Increased
386
Reduced
443
Closed
72
Calls
$3.37B
Puts
$7.14B
Net Calls
-$3.78B
Net Calls Change
+$290M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.95B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.29B
3
State Board of Administration of Florida Retirement System
3
State Board of Administration of Florida Retirement System
Florida
$283M
4
Morgan Stanley
4
Morgan Stanley
New York
$951M
5
SG Americas Securities
5
SG Americas Securities
New York
$197M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.96B
2
LPL Financial
2
LPL Financial
California
$7.95M
3
USAA
3
United Services Automobile Association
Texas
$83.7M
4
Bank of America
4
Bank of America
North Carolina
$3.56B
5
Jane Street
5
Jane Street
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
976
WealthPLAN Partners
Nebraska
$71.9K +$71.9K +3,281 New
WA
977
Winfield Associates
Ohio
$71K – – –
RFA
978
Reilly Financial Advisors
California
$69K -$1.68K -30 -2%
KKAMG
979
Kernodle & Katon Asset Management Group
Arkansas
$63K -$8.55K -152 -12%
PFO
980
Pathstone Family Office
New Jersey
$62K -$561K -10,255 -90%
FMP
981
Financial Management Professionals
Texas
$60K +$1.65K +30 +3%
RWG
982
Regal Wealth Group
California
$56K +$944 +17 +2%
AA
983
AlphaMark Advisors
Kentucky
$49K – – –
FNBSF
984
First National Bank Sioux Falls
South Dakota
$45K – – –
GBBWRPM
985
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$15.2K +277 +64%
ECM
986
Exchange Capital Management
Michigan
$39K +$39K +695 New
FPFS
987
First Personal Financial Services
North Carolina
$38K -$2.77K -49 -7%
SFPM
988
Sensible Financial Planning & Management
Massachusetts
$33K -$3.15K -57 -9%
CC
989
Cassaday & Co
Virginia
$33K – – –
CFG
990
CKW Financial Group
Hawaii
$29K +$165 +3 +0.6%
WAP
991
Wealthcare Advisory Partners
Pennsylvania
$29K +$29K +525 New
RFWA
992
RPg Family Wealth Advisory
Massachusetts
$28.1K -$37.8K -678 -57%
NFA
993
Nationwide Fund Advisors
Ohio
$28K -$340 -6 -1%
VNA
994
Valley National Advisers
Pennsylvania
$28K – – –
Pacer Advisors
995
Pacer Advisors
Pennsylvania
$28K +$28K +500 New
WRM
996
Westport Resources Management
Connecticut
$25K -$11.9K -214 -32%
RPG
997
Risk Paradigm Group
Texas
$22.5K – – –
SMA
998
Simply Money Advisors
Ohio
$20K -$33.7M -619,265 -100%
SHJ
999
Sharkey, Howes & Javer
Colorado
$19K +$3.88K +70 +26%
FWM
1000
Focused Wealth Management
New York
$17K +$280 +5 +2%
38 39
40
41 42