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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
$853M
2
BFA
BlackRock Fund Advisors
California
$3.26B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.26B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$229M
5
Northern Trust
Northern Trust
Illinois
$1.48B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.48B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.06B
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.6M
4
EARNEST Partners
EARNEST Partners
Georgia
$136M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
1026
Dubuque Bank & Trust
Iowa
$173K +$173K +3,000 New
BCM
1027
Bluefin Capital Management
New York
$173K +$173K +3,000 New
AIM
1028
Advantage Investment Management
Iowa
$170K -$29.4K -510 -15%
BWA
1029
Burt Wealth Advisors
Maryland
$165K -$6.02K -104 -4%
QAM
1030
QCI Asset Management
New York
$159K +$45.1K +781 +40%
GBBWRPM
1031
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$152K -$6.21K -107 -4%
SIG
1032
Stanford Investment Group
California
$147K – – –
WPA
1033
West Paces Advisors
Georgia
$141K +$141K +2,450 New
LYV
1034
Live Your Vision
Pennsylvania
$140K – – –
YWP
1035
YorkBridge Wealth Partners
New York
$140K +$140K +2,460 New
JCM
1036
Jacobi Capital Management
Pennsylvania
$138K -$99.8K -1,689 -42%
First Manhattan
1037
First Manhattan
New York
$138K -$30.6K -530 -18%
DPA
1038
Delphi Private Advisors
California
$138K – – –
OFS
1039
Orrstown Financial Services
Pennsylvania
$131K +$228 +4 +0.2%
AA
1040
Apriem Advisors
California
$128K +$31.8K +549 +33%
SHJ
1041
Sharkey, Howes & Javer
Colorado
$126K +$110K +1,916 +702%
QCG
1042
Quadrant Capital Group
Ohio
$123K +$1.26K +22 +1%
SIAP
1043
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K +$114K +1,980 New
BL
1044
Balentine LLC
Georgia
$111K – – –
CP
1045
Corbenic Partners
Pennsylvania
$111K +$26.1K +453 +31%
FNB
1046
Farmers National Bank
Kentucky
$108K +$108K +1,871 New
IWA
1047
IBEX Wealth Advisors
New Jersey
$106K +$106K +1,787 New
MWM
1048
Mascoma Wealth Management
New Hampshire
$106K +$106K +1,833 New
IAS
1049
INR Advisory Services
Pennsylvania
$105K – – –
CIM
1050
Contravisory Investment Management
Massachusetts
$105K +$18K +313 +21%
40 41
42
43 44