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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,160 hedge funds and large institutions have $56.1B invested in iShares MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 561 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
+33
Holders Change %
+2.93%
% of All Funds
28.96%
Holding in Top 10
211
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.94%
% of All Funds
5.27%
New
96
Increased
561
Reduced
360
Closed
53
Calls
$4.03B
Puts
$5.75B
Net Calls
-$1.72B
Net Calls Change
+$4.79B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.32B
2
BlackRock
BlackRock
New York
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$341M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$290M
5
LPL Financial
LPL Financial
California
+$185M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$341M
2
Jane Street
Jane Street
New York
-$309M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$242M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$127M
5
Citigroup
Citigroup
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAMC
1026
Garner Asset Management Corp
Texas
$266K +$266K +4,084 New
LI
1027
Lafayette Investments
Maryland
$265K +$13K +200 +5%
WG
1028
Welch Group
Alabama
$265K +$265K +4,060 New
JPMIA
1029
J.P. Marvel Investment Advisors
Massachusetts
$264K – – –
CAAS
1030
Capital Asset Advisory Services
Michigan
$263K – – –
LAIC
1031
Lederer & Associates Investment Counsel
California
$261K -$9.79K -150 -4%
SFP
1032
Shepherd Financial Partners
Massachusetts
$261K +$261K +4,004 New
HDIM
1033
Hanson & Doremus Investment Management
Vermont
$258K – – –
RAM
1034
Riggs Asset Management
Pennsylvania
$255K +$142K +2,176 +125%
SCM
1035
Sterneck Capital Management
Missouri
$254K -$6.51K -100 -3%
VCM
1036
Versant Capital Management
Arizona
$253K +$4.1K +63 +2%
CIM
1037
Contravisory Investment Management
Massachusetts
$252K +$91.8K +1,405 +57%
BRWA
1038
B. Riley Wealth Advisors
Florida
$250K -$3.07K -47 -1%
BW
1039
Bison Wealth
Georgia
$240K -$14.1K -216 -6%
HCM
1040
Howland Capital Management
Massachusetts
$239K -$532K -8,150 -69%
OWM
1041
Orgel Wealth Management
Wisconsin
$239K +$239K +3,664 New
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$238K – – –
HCIA
1043
Hochman Cole Investment Advisors
Illinois
$237K +$18K +276 +8%
CAL
1044
Capital Analysts LLC
Pennsylvania
$237K +$84.3K +1,293 +55%
FI
1045
FormulaFolio Investments
Michigan
$236K -$24K -368 -9%
FA
1046
FC Advisory
Pennsylvania
$235K +$653 +10 +0.3%
CCG
1047
Chatham Capital Group
Georgia
$234K +$234K +3,588 New
VCM
1048
Vigilant Capital Management
Maine
$233K – – –
SCA
1049
Snowden Capital Advisors
New York
$230K +$230K +3,527 New
PAG
1050
Pinnacle Advisory Group
Maryland
$229K -$261 -4 -0.1%
40 41
42
43 44