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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 %
NCM
1101
New Capital Management
Texas
$9K +$9K +163 New
SAM
1102
Sunnymeath Asset Management
New Jersey
$8K +$8K +135 New
CHP
1103
Cable Hill Partners
Oregon
$6K – – –
Russell Investments Group
1104
Russell Investments Group
United Kingdom
$6K +$6K +100 New
LWMT
1105
Legacy Wealth Management (Tennessee)
Tennessee
$5.36K +$5.36K +93 New
PSC
1106
Prentiss Smith & Co
Vermont
$5K – – –
IP
1107
Intellectus Partners
California
$5K +$5K +85 New
DAM
1108
Delta Asset Management
Tennessee
$4K – – –
AFIA
1109
America First Investment Advisors
Nebraska
$4K – – –
SFG
1110
SevenBridge Financial Group
Pennsylvania
$4K – – –
MWM
1111
MinichMacGregor Wealth Management
New York
$4K – – –
AAP
1112
Arax Advisory Partners
Colorado
$4K +$4K +74 New
SWA
1113
Sutton Wealth Advisors
Florida
$3.64K – – –
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
LM
1115
Legg Mason
Maryland
$3K +$1.57K +23 +110%
TP
1116
Truvvo Partners
New York
$758 +$294 +5,091 +63%
ED
1117
Exane Derivatives
France
$346 – – –
BFM
1118
Boothbay Fund Management
New York
$242 +$242 +4,200 New
PK
1119
Pflug Koory
Nebraska
$13 +$13 +226 New
Arrowstreet Capital
1120
Arrowstreet Capital
Massachusetts
– -$103M -1,738,905 Closed
PWM
1121
Patriot Wealth Management
Texas
– -$35M -592,386 Closed
FIM
1122
Freedom Investment Management
Connecticut
– -$28.2M -476,563 Closed
PL
1123
Parkwood LLC
Ohio
– -$21.4M -362,675 Closed
Millennium Management
1124
Millennium Management
New York
– -$16.3M -275,934 Closed
GFM
1125
Gramercy Funds Management
Connecticut
– -$8.87M -150,000 Closed
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