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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 %
BF
126
BOK Financial
Oklahoma
$34.2M +$964K +14,368 +3%
QIM
127
Quantitative Investment Management
Virginia
$33.9M -$23.6M -352,000 -41%
UBS AM
128
UBS AM
Illinois
$33.5M -$329K -4,906 -1%
NTCOC
129
Northern Trust Company of Connecticut
Connecticut
$33.3M +$427K +6,371 +1%
CB
130
Commerce Bank
Missouri
$33.2M +$1.44M +21,529 +5%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$33M -$2.58M -38,438 -7%
BFPW
132
BOK Financial Private Wealth
Colorado
$32.7M -$375K -5,582 -1%
TPP
133
Triangle Peak Partners
California
$32.6M +$32.6M +486,105 New
PWM
134
Patriot Wealth Management
Texas
$31.5M +$411K +6,133 +1%
BMM
135
Berkshire Money Management
Massachusetts
$31.4M +$593K +8,843 +2%
NG
136
NatWest Group
United Kingdom
$30.5M +$4.45M +66,327 +17%
SMA
137
Simply Money Advisors
Ohio
$30.4M +$2.3M +34,261 +8%
CCA
138
Cobblestone Capital Advisors
New York
$29.8M +$2.08M +31,041 +8%
William Blair & Company
139
William Blair & Company
Illinois
$29.4M +$4.44M +66,127 +18%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$29.2M +$12.1M +180,641 +71%
Principal Financial Group
141
Principal Financial Group
Iowa
$29M +$12.4M +184,670 +75%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$28.8M +$3.33M +49,604 +13%
FBFS
143
First Business Financial Services
Wisconsin
$28.7M +$6.8M +101,407 +31%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.5M +$28.5M +425,450 New
CA
145
Cambridge Associates
Massachusetts
$28.5M +$28.5M +425,000 New
Nomura Holdings
146
Nomura Holdings
Japan
$27.4M -$17.3M -261,590 -39%
FPCP
147
Fort Point Capital Partners
California
$27.1M +$27.1M +404,242 New
MIH
148
Madison Investment Holdings
Wisconsin
$26.5M +$3.67M +54,756 +16%
AIA
149
Arbor Investment Advisors
North Carolina
$26.4M -$49.8K -742 -0.2%
SLF
150
Sun Life Financial
Ontario, Canada
$26.2M -$6.99M -104,280 -21%
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