EFA icon

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 %
FMC
1051
First Merchants Corp
Indiana
$226K -$28.2K -432 -11%
GG
1052
GenWealth Group
New Jersey
$226K +$226K +3,474 New
AF
1053
Allworth Financial
California
$222K +$130 +2 +0.1%
BCM
1054
BTR Capital Management
California
$220K – – –
PP
1055
Patten & Patten
Tennessee
$220K +$220K +3,371 New
WGCA
1056
Wolf Group Capital Advisors
Virginia
$220K +$220K +3,378 New
LIM
1057
Leavell Investment Management
Alabama
$219K – – –
PWW
1058
Pettyjohn Wood & White
Virginia
$218K -$13.1K -200 -6%
FNBSF
1059
First National Bank Sioux Falls
South Dakota
$217K +$217K +3,330 New
OFS
1060
Orrstown Financial Services
Pennsylvania
$214K -$2.35K -36 -1%
BRM
1061
Boston Research & Management
Massachusetts
$214K – – –
MIC
1062
Meridian Investment Counsel
California
$214K – – –
IP
1063
Intellectus Partners
California
$214K +$208K +3,200 +3,765%
IAA
1064
Ironsides Asset Advisors
North Carolina
$212K – – –
WP
1065
WMS Partners
Maryland
$211K +$211K +3,233 New
LM
1066
Legg Mason
Maryland
$210K +$4.64K +71 +2%
BBPWM
1067
Blue Bell Private Wealth Management
Pennsylvania
$209K +$206K +3,160 +6,320%
PPCM
1068
Pillar Pacific Capital Management
California
$209K +$209K +3,202 New
GA
1069
Geller Advisors
New York
$207K +$207K +3,176 New
YWP
1070
YorkBridge Wealth Partners
New York
$206K – – –
IFWM
1071
Institute for Wealth Management
Colorado
$206K +$206K +3,151 New
BF
1072
Blankinship & Foster
California
$206K +$206K +3,162 New
SQA
1073
Simon Quick Advisors
New Jersey
$204K -$38.3K -587 -16%
PIA
1074
Peachtree Investment Advisors
Georgia
$203K -$7.5K -115 -4%
IWA
1075
IBEX Wealth Advisors
New Jersey
$200K +$200K +3,082 New
41 42
43
44 45