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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+44
Holders Change %
+5.61%
% of All Funds
26.89%
Holding in Top 10
190
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+11.11%
% of All Funds
6.16%
New
90
Increased
370
Reduced
277
Closed
39
Calls
$3.37B
Puts
$5.77B
Net Calls
-$2.41B
Net Calls Change
+$87.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.3B
2
SMM
Stadion Money Management
Georgia
$307M
3
Bank of America
Bank of America
North Carolina
$2.54B
4
CS
Credit Suisse
Switzerland
$348M
5
MSA
Mason Street Advisors
Wisconsin
$214M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.71B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.6M
3
Wells Fargo
Wells Fargo
California
$1.47B
4
DCM
Dupont Capital Management
Delaware
$80.5M
5
Barclays
Barclays
United Kingdom
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
126
LBMC Investment Advisors
Tennessee
$31.5M +$2.45M +38,323 +8%
BFPW
127
BOK Financial Private Wealth
Colorado
$31.4M +$309K +4,836 +1%
NTCOC
128
Northern Trust Company of Connecticut
Connecticut
$31.2M +$1.17M +18,365 +4%
CB
129
Commerce Bank
Missouri
$30.2M +$308K +4,831 +1%
CHFS
130
Cobble Hill Financial Services
New Jersey
$29.8M +$13.4M +210,800 +82%
PWM
131
Patriot Wealth Management
Texas
$29.6M +$29.6M +463,882 New
BMM
132
Berkshire Money Management
Massachusetts
$29.3M -$6.72M -105,298 -19%
WAM
133
World Asset Management
Michigan
$28.9M -$6.32M -99,058 -18%
AssetMark Inc
134
AssetMark Inc
California
$27.8M +$27.8M +435,141 New
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$26.7M -$21.1M -331,422 -44%
SMA
136
Simply Money Advisors
Ohio
$26.7M +$3.84M +60,122 +17%
CCA
137
Cobblestone Capital Advisors
New York
$26.4M +$6.09M +95,433 +30%
HFS
138
HL Financial Services
Kentucky
$26.3M -$2.47M -38,658 -9%
AIA
139
Arbor Investment Advisors
North Carolina
$25.2M +$1.3M +20,336 +5%
Brown Advisory
140
Brown Advisory
Maryland
$25.2M +$6.01M +94,175 +31%
TA
141
Teachers Advisors
New York
$25M -$289K -4,530 -1%
NG
142
NatWest Group
United Kingdom
$24.8M -$177K -2,771 -0.7%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$24.6M +$13.9M +217,209 +129%
SGDR
144
SPX Gestao de Recursos
Brazil
$24.6M +$24.6M +385,000 New
CM
145
Castleark Management
Illinois
$24.4M +$17.6M +274,300 +257%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$24.2M +$2.11M +33,111 +10%
William Blair & Company
147
William Blair & Company
Illinois
$23.7M +$889K +13,930 +4%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$22.9M +$376K +5,900 +2%
HHMI
149
Howard Hughes Medical Institute
Maryland
$22.3M – – –
TTWM
150
TCV Trust & Wealth Management
Virginia
$22.2M +$1.04M +16,311 +5%
4 5
6
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