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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 %
ACM
1001
Advisors Capital Management
New Jersey
$220K – – –
LG
1002
Leuthold Group
Minnesota
$219K +$219K +3,799 New
WIM
1003
Windhaven Investment Management
Massachusetts
$217K +$217K +3,751 New
DDC
1004
DF Dent & Co
Maryland
$216K – – –
JFL
1005
Jarislowsky, Fraser Ltd
Quebec, Canada
$216K +$216K +3,746 New
HDIM
1006
Hanson & Doremus Investment Management
Vermont
$213K -$45.3K -785 -18%
AWM
1007
Affinity Wealth Management
Delaware
$213K -$68.7K -1,188 -24%
PWW
1008
Pettyjohn Wood & White
Virginia
$213K – – –
HCA
1009
Horan Capital Advisors
Ohio
$212K – – –
BRM
1010
Boston Research & Management
Massachusetts
$211K -$39.7K -690 -16%
RCAMU
1011
Rothschild & Co Asset Management US
Connecticut
$211K – – –
FA
1012
FC Advisory
Pennsylvania
$211K +$355 +6 +0.2%
BWFA
1013
Baltimore-Washington Financial Advisors
Maryland
$207K +$11.5K +200 +6%
LWM
1014
Lenox Wealth Management
Ohio
$207K +$52.3K +906 +34%
VCM
1015
Vigilant Capital Management
Maine
$206K -$144K -2,500 -41%
CFS
1016
Commonwealth Financial Services
West Virginia
$201K – – –
HCIA
1017
Hochman Cole Investment Advisors
Illinois
$201K +$201K +3,488 New
IAA
1018
Ironsides Asset Advisors
North Carolina
$200K – – –
OWM
1019
Orgel Wealth Management
Wisconsin
$200K +$200K +3,464 New
AF
1020
Allworth Financial
California
$197K -$3.35K -58 -2%
PFSC
1021
Peoples Financial Services Corp
Pennsylvania
$190K – – –
APSP
1022
Asset Planning Services (Pennsylvania)
Pennsylvania
$189K +$1.39K +24 +0.7%
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$186K +$186K +3,130 New
GBT
1024
Grove Bank & Trust
Florida
$179K -$462 -8 -0.3%
AOWM
1025
Alpha Omega Wealth Management
Virginia
$176K +$29.9K +517 +20%
39 40
41
42 43