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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 %
GI
1001
Gradient Investments
Minnesota
$344K -$181K -2,645 -34%
CFA
1002
Carroll Financial Associates
North Carolina
$343K -$38.6K -564 -10%
BFIM
1003
Beese Fulmer Investment Management
Ohio
$342K – – –
MBTD
1004
Mechanics Bank - Trust Department
California
$342K – – –
BWA
1005
BlueSky Wealth Advisors
North Carolina
$337K +$20.5K +300 +6%
RCG
1006
Ruggie Capital Group
Florida
$334K – – –
PAM
1007
Panagora Asset Management
Massachusetts
$326K -$586K -8,558 -64%
GIA
1008
GHP Investment Advisors
Colorado
$325K -$79.7K -1,162 -20%
TCM
1009
Tradewinds Capital Management
Washington
$323K – – –
YP
1010
Yellowstone Partners
Idaho
$319K +$319K +4,654 New
RIM
1011
Regent Investment Management
Kentucky
$318K – – –
CAM
1012
Carret Asset Management
New York
$318K +$35.8K +522 +13%
RW
1013
REDW Wealth
New Mexico
$316K -$27.4K -400 -8%
Koshinski Asset Management
1014
Koshinski Asset Management
Illinois
$315K -$15.3K -223 -5%
GA
1015
Gateway Advisory
New Jersey
$315K – – –
MWM
1016
Modera Wealth Management
New Jersey
$302K +$302K +4,416 New
JWM
1017
Janiczek Wealth Management
Colorado
$299K -$285K – –
ST
1018
Spinnaker Trust
Maine
$297K -$59.5K -870 -17%
CCB
1019
Cutter & Co Brokerage
Missouri
$297K -$23.9K -350 -7%
TCM
1020
Tradition Capital Management
New Jersey
$297K -$12.7K -185 -4%
ADL
1021
Asset Dedication LLC
California
$295K -$11.1K -162 -4%
CK
1022
Cohen Klingenstein
New York
$294K – – –
Verition Fund Management
1023
Verition Fund Management
Connecticut
$292K +$292K +4,270 New
EB
1024
Eastern Bank
Massachusetts
$289K -$31.3K -458 -10%
WIC
1025
Woodmont Investment Counsel
Tennessee
$289K – – –
39 40
41
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