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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

901 hedge funds and large institutions have $38.7B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
-13
Holders Change %
-1.42%
% of All Funds
26.04%
Holding in Top 10
212
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.75%
% of All Funds
6.13%
New
59
Increased
372
Reduced
354
Closed
61
Calls
$2.19B
Puts
$6.3B
Net Calls
-$4.11B
Net Calls Change
-$862M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.41B
2
Goldman Sachs
Goldman Sachs
New York
$2.81B
3
DCM
Dupont Capital Management
Delaware
$496M
4
SCM
SCS Capital Management
Massachusetts
$609M
5
Bank of America
Bank of America
North Carolina
$2.68B

Top Sellers

1
SR
Swiss Reinsurance
Switzerland
$51.6M
2
BFA
BlackRock Fund Advisors
California
$194M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$120M
4
U
UBS
Switzerland
$847M
5
CS
Credit Suisse
Switzerland
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
176
Efficient Advisors
Ohio
$17.5M +$467K +6,947 +3%
FTUS
177
Flow Traders U.S.
New York
$17.5M -$48.8M -726,368 -74%
PFM
178
Phillips Financial Management
Indiana
$17.4M -$451K -6,675 -3%
PNAA
179
Pictet North America Advisors
Switzerland
$17.1M -$8.73M -129,969 -34%
GLI
180
Guardian Life Insurance
New York
$17M – – –
TNBTD
181
Trustmark National Bank Trust Department
Mississippi
$17M +$1.42M +21,187 +9%
Nuveen Asset Management
182
Nuveen Asset Management
Illinois
$16.9M -$132K -1,961 -0.8%
AEPG
183
American Economic Planning Group
New Jersey
$16.9M -$791K -11,778 -4%
FTI
184
Fiduciary Trust International
Massachusetts
$16.5M +$227K +3,374 +1%
PAG
185
Private Advisor Group
New Jersey
$16.4M +$6.66M +99,147 +68%
WT
186
Whittier Trust
California
$16.4M +$136K +2,027 +0.8%
K
187
Kemper
Illinois
$16.4M – – –
BWM
188
Braver Wealth Management
Massachusetts
$16.4M +$108K +1,607 +0.7%
EIM
189
Emerson Investment Management
Massachusetts
$16.3M +$453K +6,745 +3%
B
190
Baird
Wisconsin
$16.2M -$936K -13,932 -5%
CI
191
Conning Inc
Connecticut
$16M -$554K -8,253 -3%
CL
192
Choreo LLC
Illinois
$16M +$16M +238,794 New
MGIA
193
Moneta Group Investment Advisors
Missouri
$16M +$660K +9,826 +4%
LA
194
Leonetti & Associates
Illinois
$15.7M +$411K +6,123 +3%
1CP
195
1607 Capital Partners
Virginia
$15.5M -$20.4M -303,500 -57%
SIM
196
Sigma Investment Management
Oregon
$15.1M -$348K -5,176 -2%
CMO
197
Covenant Multifamily Offices
Texas
$15M -$335K -4,984 -2%
RNS
198
Robert N. Shapiro
$14.8M -$84.1K -1,251 -0.6%
1SB
199
1ST Source Bank
Indiana
$14.6M +$1.42M +21,192 +11%
CONA
200
Capital One National Association
New York
$14.5M +$1.76M +26,138 +14%
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