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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

914 hedge funds and large institutions have $38.4B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 404 increasing their positions, 291 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+85
Holders Change %
+10.25%
% of All Funds
26.55%
Holding in Top 10
218
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+14.74%
% of All Funds
6.33%
New
127
Increased
404
Reduced
291
Closed
30
Calls
$2.8B
Puts
$6.05B
Net Calls
-$3.25B
Net Calls Change
-$840M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.29B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.41B
3
U
3
UBS
Switzerland
$1.1B
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$576M
5
Northern Trust
5
Northern Trust
Illinois
$1.35B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$381M
2
BFA
2
BlackRock Fund Advisors
California
$575M
3
SMM
3
Stadion Money Management
Georgia
$6.81M
4
MSA
4
Mason Street Advisors
Wisconsin
$70.9M
5
CS
5
Credit Suisse
Switzerland
$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
QLMGAA
101
QS Legg Mason Global Asset Allocation
New York
$50.5M +$12.5M +185,753 +33%
WI
102
WHV Investments
California
$49.8M +$46.7M +695,910 +1,484%
BUB
103
BBVA USA Bancshares
Texas
$47.6M +$5.97M +89,007 +14%
BAAM
104
Baker Avenue Asset Management
California
$47.3M +$4.94M +73,677 +12%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$46.6M +$18.5M +275,300 +66%
AIM
106
abrdn Investment Management
United Kingdom
$46.2M -$15.3M -228,700 -25%
HNB
107
Huntington National Bank
Ohio
$45.7M -$36.8M – –
EFS
108
Edelman Financial Services
Virginia
$45.5M +$4.3M +64,134 +10%
SIM
109
Sentry Investment Management
Wisconsin
$44.1M +$114K +1,700 +0.3%
JA
110
JOYN Advisors
Georgia
$43.3M -$559K -8,335 -1%
BA
111
BlackRock Advisors
Delaware
$42.6M +$1.03M +15,371 +2%
RFS
112
Rockefeller Financial Services
New York
$42M -$2.15M -32,109 -5%
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$41.7M -$1.66M -24,766 -4%
BDF
114
Balasa Dinverno & Foltz
$41.4M +$847K +12,629 +2%
SI
115
Stephens Inc
Arkansas
$41.3M +$2.1M +31,302 +5%
SIM
116
Strategic Investment Management
Virginia
$39.7M -$26.8M -399,725 -40%
PI
117
Placemark Investments
Illinois
$39.2M +$3.83M +57,072 +11%
SF
118
Synovus Financial
Georgia
$39M +$656K +9,786 +2%
BWP
119
BSW Wealth Partners
Colorado
$38M +$630K +9,393 +2%
LIA
120
LBMC Investment Advisors
Tennessee
$37.3M +$4.21M +62,754 +13%
ST
121
Sentinel Trust
Texas
$37M -$916K -13,658 -2%
1CP
122
1607 Capital Partners
Virginia
$35.8M +$34.1M +507,952 +1,993%
FA
123
FDx Advisors
Illinois
$35.7M +$20.3M +303,252 +133%
CHFS
124
Cobble Hill Financial Services
New Jersey
$35.1M +$17.6M +467,000 +100%
Sanders Capital
125
Sanders Capital
Florida
$34.3M +$34.3M +510,900 New
3 4
5
6 7