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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 %
CK
976
Cohen Klingenstein
New York
$248K – – –
LIA
977
LS Investment Advisors
Michigan
$247K – – –
TCM
978
Tradition Capital Management
New Jersey
$246K +$462 +8 +0.2%
CAW
979
Cornerstone Advisors (Washington)
Washington
$244K +$244K +4,226 New
NEIRG
980
New England Investment & Retirement Group
Massachusetts
$244K +$244K +4,232 New
WAM
981
Weatherly Asset Management
California
$243K -$14.9K -259 -6%
BW
982
Bison Wealth
Georgia
$243K +$346 +6 +0.1%
FG
983
Fiduciary Group
Georgia
$242K – – –
CCT
984
Capital City Trust
Florida
$241K -$924 -16 -0.4%
BMCM
985
Bryn Mawr Capital Management
Pennsylvania
$239K +$239K +4,140 New
BII
986
Bainco International Investors
Massachusetts
$238K -$57.8K -1,000 -20%
CAAS
987
Capital Asset Advisory Services
Michigan
$238K +$238K +4,121 New
FCT
988
Family Capital Trust
Massachusetts
$238K +$238K +4,128 New
SCA
989
Stillwater Capital Advisors
Pennsylvania
$237K – – –
JPMIA
990
J.P. Marvel Investment Advisors
Massachusetts
$234K – – –
RTS
991
Round Table Services
New Jersey
$233K – – –
Koshinski Asset Management
992
Koshinski Asset Management
Illinois
$232K +$232K +4,014 New
SCM
993
Sterneck Capital Management
Missouri
$231K – – –
LI
994
Lafayette Investments
Maryland
$229K – – –
MPAM
995
Murphy Pohlad Asset Management
Minnesota
$229K – – –
DJSG
996
D.J. St. Germain
Massachusetts
$224K -$577 -10 -0.3%
GJIC
997
Gamble Jones Investment Counsel
California
$224K +$1.27K +22 +0.6%
FMC
998
First Merchants Corp
Indiana
$223K -$202K -3,498 -47%
ST
999
Sabal Trust
Florida
$222K -$63.6K -1,100 -22%
VCM
1000
Versant Capital Management
Arizona
$220K -$66.8K -1,161 -23%
38 39
40
41 42