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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,127 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 406 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+11
Holders Change %
+0.99%
% of All Funds
28.1%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.06%
New
91
Increased
406
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B

Top Buyers

1
BlackRock
BlackRock
New York
$6.21B
2
Bank of America
Bank of America
North Carolina
$4.74B
3
Morgan Stanley
Morgan Stanley
New York
$1.46B
4
Jane Street
Jane Street
New York
$547M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$471M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$104M
2
Barclays
Barclays
United Kingdom
$59.4M
3
EARNEST Partners
EARNEST Partners
Georgia
$17.6M
4
IL
Investure LLC
Virginia
$59.8M
5
Macquarie Group
Macquarie Group
Australia
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1001
FormulaFolio Investments
Michigan
$249K -$48K -770 -16%
SCM
1002
Sterneck Capital Management
Missouri
$249K – – –
DWM
1003
Doyle Wealth Management
Florida
$247K +$247K +3,960 New
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$246K +$16.5K +265 +7%
MS
1005
Marshall & Sullivan
Washington
$246K +$246K +3,752 New
BW
1006
Bison Wealth
Georgia
$243K -$19.7K -316 -8%
FMC
1007
First Merchants Corp
Indiana
$243K +$1.75K +28 +0.7%
BRWA
1008
B. Riley Wealth Advisors
Florida
$242K -$120K -1,926 -33%
LI
1009
Lafayette Investments
Maryland
$241K -$6.24K -100 -3%
CAM
1010
Carret Asset Management
New York
$239K +$239K +3,831 New
VCM
1011
Versant Capital Management
Arizona
$238K – – –
BWFA
1012
Baltimore-Washington Financial Advisors
Maryland
$238K +$14.5K +233 +6%
SQA
1013
Simon Quick Advisors
New Jersey
$231K +$189K +3,039 +449%
RCAMU
1014
Rothschild & Co Asset Management US
Connecticut
$227K – – –
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$227K +$15.5K +250 +7%
FA
1016
FC Advisory
Pennsylvania
$223K +$1.49K +24 +0.7%
VCM
1017
Vigilant Capital Management
Maine
$222K – – –
VWM
1018
Venturi Wealth Management
Texas
$221K -$2.24M -36,258 -91%
PWW
1019
Pettyjohn Wood & White
Virginia
$220K -$9.21K -148 -4%
PAG
1020
Pinnacle Advisory Group
Maryland
$219K -$60.8K -975 -22%
SCM
1021
SOL Capital Management
Maryland
$218K -$2.3M -36,852 -91%
AF
1022
Allworth Financial
California
$212K – – –
CHA
1023
Cedar Hill Associates
Illinois
$211K +$211K +3,380 New
HCIA
1024
Hochman Cole Investment Advisors
Illinois
$210K -$7.68K -123 -4%
BCM
1025
BTR Capital Management
California
$210K +$210K +3,375 New
39 40
41
42 43