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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,167 hedge funds and large institutions have $62.7B invested in iShares MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 495 increasing their positions, 417 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
29.14%
Holding in Top 10
221
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+4.74%
% of All Funds
5.52%
New
72
Increased
495
Reduced
417
Closed
54
Calls
$3.24B
Puts
$16.4B
Net Calls
-$13.2B
Net Calls Change
-$11.5B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.62B
2
Ameriprise
Ameriprise
Minnesota
+$486M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$399M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$224M
5
CM
Churchill Management
California
+$213M

Top Sellers

1
BlackRock
BlackRock
New York
-$794M
2
Morgan Stanley
Morgan Stanley
New York
-$320M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$290M
4
Jane Street
Jane Street
New York
-$273M
5
YU
Yale University
Connecticut
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
976
HM Capital Management
Missouri
$370K -$26.6K -388 -7%
FCH
977
Freestone Capital Holdings
Washington
$370K +$40.9K +597 +12%
DJSG
978
D.J. St. Germain
Massachusetts
$368K -$2.74K -40 -0.7%
CPA
979
Capital Planning Advisors
California
$368K +$15.7K +229 +4%
RVPG
980
Relative Value Partners Group
$367K -$32.7K -477 -8%
SKK
981
Shepherd Kaplan Krochuk
Massachusetts
$363K – – –
PCTC
982
Perkins Coie Trust Company
Washington
$361K – – –
BRWA
983
B. Riley Wealth Advisors
Florida
$361K +$98.7K +1,440 +38%
AIM
984
AMI Investment Management
Indiana
$357K -$21.2K -310 -6%
ZB
985
Zions Bancorporation
Utah
$357K – – –
IT
986
Independence Trust
Tennessee
$356K – – –
MMG
987
Monetary Management Group
Missouri
$356K – – –
VHAM
988
Van Hulzen Asset Management
California
$354K -$192K -2,800 -35%
TWM
989
Tanglewood Wealth Management
Texas
$353K – – –
GCA
990
Guardian Capital Advisors
Ontario, Canada
$350K -$10.4K -150 -3%
LC
991
LCNB Corp
Ohio
$350K – – –
AIM
992
Allen Investment Management
New York
$348K – – –
MWM
993
Meridian Wealth Management
Kentucky
$348K – – –
BCFS
994
Butensky & Cohen Financial Security
Florida
$347K -$1.37K -20 -0.4%
AOWM
995
Alpha Omega Wealth Management
Virginia
$347K +$35.9K +523 +12%
ECAM
996
East Coast Asset Management
Massachusetts
$346K -$65.8K -961 -16%
TA
997
Tiedemann Advisors
New York
$345K -$481K -6,993 -58%
ST
998
Sabal Trust
Florida
$345K -$88.4K -1,292 -20%
MCTIC
999
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$345K – – –
HCP
1000
Holt Capital Partners
Texas
$345K – – –
38 39
40
41 42