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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
26.34%
Holding in Top 10
209
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.42%
% of All Funds
6.01%
New
54
Increased
389
Reduced
350
Closed
36
Calls
$1.91B
Puts
$5.31B
Net Calls
-$3.4B
Net Calls Change
+$705M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.11B
2
Bank of America
Bank of America
North Carolina
$3.1B
3
CS
Credit Suisse
Switzerland
$372M
4
SMM
Stadion Money Management
Georgia
$214M
5
Goldman Sachs
Goldman Sachs
New York
$3.04B

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$97.6M
2
Northern Trust
Northern Trust
Illinois
$1.24B
3
DCM
Dupont Capital Management
Delaware
$323M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$264M
5
Prudential Financial
Prudential Financial
New Jersey
$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
126
Berkshire Money Management
Massachusetts
$33.5M -$271K -3,967 -0.8%
PWM
127
Patriot Wealth Management
Texas
$33.2M +$126K +1,844 +0.4%
ST
128
Sentinel Trust
Texas
$33.2M -$4.29M -62,753 -11%
BF
129
BOK Financial
Oklahoma
$32.8M -$2.07M -30,301 -6%
BFPW
130
BOK Financial Private Wealth
Colorado
$32.5M -$261K -3,814 -0.8%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$32.4M -$4.35M -63,669 -12%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$31.1M -$1.71M -25,057 -5%
FBFS
133
First Business Financial Services
Wisconsin
$30.7M +$1.92M +28,114 +7%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$30.4M +$2.79M +40,757 +10%
CBU
135
CIBC Bank USA
Illinois
$30.1M +$3.35M +48,991 +13%
TPP
136
Triangle Peak Partners
California
$29.6M -$4.12M -60,308 -12%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$28.9M +$679K +9,926 +2%
AIA
138
Arbor Investment Advisors
North Carolina
$28.4M +$278K +4,063 +1%
TTWM
139
TCV Trust & Wealth Management
Virginia
$28.4M +$1.75M +25,533 +7%
SIM
140
Strategic Investment Management
Virginia
$27.6M -$5.61M -82,000 -17%
FPCP
141
Fort Point Capital Partners
California
$27.2M -$691K -10,112 -2%
CI
142
Conning Inc
Connecticut
$26.4M +$10.1M +147,559 +62%
SAS
143
Sage Advisory Services
Texas
$26.4M -$65.1M -952,543 -71%
SFS
144
Strategic Financial Services
New York
$25.7M +$1.34M +19,559 +5%
TCB
145
Texas Capital Bancshares
Texas
$24.9M -$512K -7,489 -2%
PC
146
Peavine Capital
Nevada
$24.3M -$264K -3,868 -1%
FFBTD
147
First Financial Bank - Trust Division
Ohio
$24.2M +$71.5K +1,046 +0.3%
Brown Advisory
148
Brown Advisory
Maryland
$24.1M -$584K -8,540 -2%
BFA
149
Beaumont Financial Advisors
Massachusetts
$24.1M +$24.1M +352,835 New
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$24M -$2.41M -35,263 -9%
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