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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 %
HCC
151
Hirtle Callaghan & Co
Pennsylvania
$26.2M +$12.1M +181,027 +87%
PNAA
152
Pictet North America Advisors
Switzerland
$25.8M +$25.8M +384,363 New
Natixis Advisors
153
Natixis Advisors
Massachusetts
$25.2M +$1.18M +17,640 +5%
TTWM
154
TCV Trust & Wealth Management
Virginia
$25M +$1.66M +24,800 +7%
Brown Advisory
155
Brown Advisory
Maryland
$24.8M -$1.68M -25,094 -6%
PC
156
Peavine Capital
Nevada
$24.6M +$24.6M +367,084 New
HFS
157
HL Financial Services
Kentucky
$23.9M -$3.82M -57,000 -14%
OC
158
Oppenheimer & Co
New York
$23.8M +$2.9M +43,263 +14%
CBU
159
CIBC Bank USA
Illinois
$23.5M +$2.94M +43,837 +14%
WAM
160
World Asset Management
Michigan
$23.5M -$6.96M -103,712 -23%
CIG
161
Consolidated Investment Group
Colorado
$22.6M – – –
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$22.5M -$3.3M -49,175 -13%
Macquarie Group
163
Macquarie Group
Australia
$22.5M +$6.52M +97,225 +41%
FFBTD
164
First Financial Bank - Trust Division
Ohio
$22.2M +$22.2M +331,446 New
BOS
165
Bingham Osborn & Scarborough
California
$21.5M -$259K -3,863 -1%
AI
166
Atria Investments
North Carolina
$21.4M -$732K -10,903 -3%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$21.1M -$609K -9,086 -3%
BJL
168
Brighton Jones LLC
Washington
$20.5M -$337K -5,029 -2%
CAL
169
Capital Analysts LLC
Pennsylvania
$20.5M -$328K -4,886 -2%
PI
170
PineBridge Investments
New York
$20.4M +$14.3M +213,162 +236%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$20.1M -$1.49M -22,237 -7%
FIM
172
Freedom Investment Management
Connecticut
$20M +$2.99M +44,583 +18%
AII
173
AGF Investments Inc
Ontario, Canada
$19.9M +$2.43M +36,200 +14%
ACH
174
Axis Capital Holdings
Bermuda
$19.7M – – –
SFS
175
Strategic Financial Services
New York
$19.5M +$541K +8,061 +3%
5 6
7
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