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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 %
FEG
1151
Fund Evaluation Group
Ohio
– -$350K -5,922 Closed
AIP
1152
ARS Investment Partners
New York
– -$301K -5,090 Closed
RGC
1153
Roberts, Glore & Co
Illinois
– -$295K -4,995 Closed
1CP
1154
1607 Capital Partners
Virginia
– -$284K -4,800 Closed
PAM
1155
Peninsula Asset Management
Florida
– -$283K -4,784 Closed
DAS
1156
Dynamic Advisor Solutions
Arizona
– -$281K -4,748 Closed
Luther King Capital Management (LKCM)
1157
Luther King Capital Management (LKCM)
Texas
– -$275K -4,648 Closed
WI
1158
Wintrust Investments
Illinois
– -$273K -4,611 Closed
KA
1159
Kovack Advisors
Florida
– -$270K -4,571 Closed
ACM
1160
Argentus Capital Management
Texas
– -$270K -4,566 Closed
PP
1161
Patten & Patten
Tennessee
– -$245K -4,148 Closed
CFC
1162
Coyle Financial Counsel
Illinois
– -$241K -4,138 Closed
LCS
1163
Levin Capital Strategies
New York
– -$244 -4,125 Closed
TFCP
1164
Twin Focus Capital Partners
Massachusetts
– -$234K -3,965 Closed
FAT
1165
First American Trust
California
– -$211K -3,567 Closed
YMRC
1166
Yorktown Management & Research Company
Virginia
– -$239K -3,500 Closed
SGK
1167
Steigerwald Gordon & Koch
Virginia
– -$207K -3,495 Closed
Pacer Advisors
1168
Pacer Advisors
Pennsylvania
– -$140K -2,375 Closed
Capstone Investment Advisors
1169
Capstone Investment Advisors
New York
– -$94K -1,600 Closed
BAM
1170
Brave Asset Management
New Jersey
– -$89K -1,500 Closed
RFWA
1171
RPg Family Wealth Advisory
Massachusetts
– -$81.2K -1,374 Closed
FNBSF
1172
First National Bank Sioux Falls
South Dakota
– -$47K -798 Closed
SFPM
1173
Sensible Financial Planning & Management
Massachusetts
– -$35K -597 Closed
CWM
1174
Catamount Wealth Management
Connecticut
– -$7K -120 Closed
AIS
1175
Accurate Investment Solutions
Pennsylvania
– -$2K -29 Closed
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