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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 %
PI
176
Placemark Investments
Illinois
$17.4M -$2.61M -38,223 -13%
EA
177
Efficient Advisors
Ohio
$17.3M -$549K -8,029 -3%
PFM
178
Phillips Financial Management
Indiana
$17.1M -$243K -3,608 -1%
LA
179
Leonetti & Associates
Illinois
$17M +$1.05M +15,407 +7%
Nuveen Asset Management
180
Nuveen Asset Management
Illinois
$17M -$193K -2,820 -1%
MIH
181
Madison Investment Holdings
Wisconsin
$16.8M -$4.78M -69,884 -22%
WT
182
Whittier Trust
California
$16.8M +$88.5K +1,295 +0.5%
BWM
183
Braver Wealth Management
Massachusetts
$16.8M +$81.1K +1,186 +0.5%
B
184
Baird
Wisconsin
$16.8M +$306K +4,474 +2%
SO
185
STRS Ohio
Ohio
$16.7M +$8.07M +118,000 +93%
K
186
Kemper
Illinois
$16.7M – – –
MGIA
187
Moneta Group Investment Advisors
Missouri
$16.7M +$400K +5,855 +2%
EIM
188
Emerson Investment Management
Massachusetts
$16.7M +$101K +1,478 +0.6%
CL
189
Choreo LLC
Illinois
$16.6M -$144K -2,062 -0.9%
PAG
190
Private Advisor Group
New Jersey
$16.5M -$212K -3,094 -1%
CMO
191
Covenant Multifamily Offices
Texas
$16.3M +$985K +14,404 +6%
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$16.2M -$3.84M -56,219 -19%
TNBTD
193
Trustmark National Bank Trust Department
Mississippi
$16.1M -$1.13M -16,507 -7%
OC
194
Oakworth Capital
Alabama
$16M +$2.06M +30,096 +15%
BOH
195
Bank of Hawaii
Hawaii
$16M +$10.2M +149,773 +179%
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$15.9M +$3.84M +56,192 +32%
CONA
197
Capital One National Association
New York
$15.8M +$1.05M +15,293 +7%
AIM
198
Astor Investment Management
Illinois
$15.7M +$2.95M +43,085 +23%
SIM
199
Sigma Investment Management
Oregon
$15.4M +$66.5K +972 +0.4%
1SB
200
1ST Source Bank
Indiana
$15M +$227K +3,317 +2%
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