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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 %
LIM
1026
Leavell Investment Management
Alabama
$209K -$642K -10,320 -75%
LWM
1027
Lenox Wealth Management
Ohio
$209K -$14.2K -229 -6%
AOWM
1028
Alpha Omega Wealth Management
Virginia
$208K +$18.3K +294 +10%
OFS
1029
Orrstown Financial Services
Pennsylvania
$206K +$63.1K +1,016 +44%
BRM
1030
Boston Research & Management
Massachusetts
$204K -$23.6K -380 -10%
YWP
1031
YorkBridge Wealth Partners
New York
$204K +$45.7K +710 +29%
MIC
1032
Meridian Investment Counsel
California
$204K +$204K +3,277 New
IAA
1033
Ironsides Asset Advisors
North Carolina
$202K -$13.6K -219 -6%
PIA
1034
Peachtree Investment Advisors
Georgia
$201K -$79.3K -1,273 -28%
CFD
1035
Creative Financial Designs
Indiana
$196K -$150K -2,475 -43%
LM
1036
Legg Mason
Maryland
$196K +$193K +3,100 +7,045%
GBBWRPM
1037
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$194K +$30K +480 +18%
APSP
1038
Asset Planning Services (Pennsylvania)
Pennsylvania
$191K -$12.4K -199 -6%
DBT
1039
Dubuque Bank & Trust
Iowa
$187K – – –
CFS
1040
Commonwealth Financial Services
West Virginia
$183K -$25.7K -417 -12%
GBT
1041
Grove Bank & Trust
Florida
$181K -$12.5K -200 -6%
HT
1042
Heritage Trust
Oklahoma
$169K +$169K +2,705 New
WA
1043
WFG Advisors
Texas
$167K -$209K -3,359 -56%
JCM
1044
Jacobi Capital Management
Pennsylvania
$161K +$16.6K +268 +11%
QAM
1045
QCI Asset Management
New York
$153K -$18.7K -299 -11%
CIM
1046
Contravisory Investment Management
Massachusetts
$153K +$39.1K +627 +34%
WPA
1047
West Paces Advisors
Georgia
$153K – – –
BWA
1048
Burt Wealth Advisors
Maryland
$151K -$26.4K -424 -15%
LYV
1049
Live Your Vision
Pennsylvania
$151K – – –
AA
1050
Apriem Advisors
California
$150K +$12.4K +200 +9%
40 41
42
43 44