EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,116 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 389 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+104
Holders Change %
+10.28%
% of All Funds
27.94%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.76%
New
176
Increased
389
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$853M
2
BFA
BlackRock Fund Advisors
California
$3.26B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.26B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$229M
5
Northern Trust
Northern Trust
Illinois
$1.48B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.48B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.06B
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.6M
4
EARNEST Partners
EARNEST Partners
Georgia
$136M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Greenleaf Trust
Michigan
$17.1M +$6.5M +112,575 +61%
CAN
177
Cetera Advisor Networks
California
$16.9M -$9.04M -156,643 -35%
EVM
178
Eaton Vance Management
Massachusetts
$16.7M -$185K -3,206 -1%
SGA
179
Strategic Global Advisors
California
$16.5M -$8.95M -155,049 -35%
EA
180
Efficient Advisors
Ohio
$16.3M -$241K -4,174 -1%
Fiera Capital (Canada)
181
Fiera Capital (Canada)
Quebec, Canada
$16.2M -$1.43M -24,777 -8%
FPCP
182
Fort Point Capital Partners
California
$16M +$282K +4,743 +2%
FHA
183
First Horizon Advisors
Tennessee
$15.9M – – –
YU
184
Yale University
Connecticut
$15.8M +$12M +207,000 +309%
PRS
185
Pinkerton Retirement Specialists
Idaho
$15.6M +$283K +4,896 +2%
Retirement Systems of Alabama
186
Retirement Systems of Alabama
Alabama
$15.5M – – –
AA
187
Alesco Advisors
New York
$15.4M -$1.36M -23,633 -8%
IUHSA
188
Itau Unibanco Holding S.A.
Brazil
$15.4M +$10.5M +181,859 +214%
CTA
189
Chesley Taft & Associates
Illinois
$15.3M -$634K -10,975 -4%
CIBC World Market
190
CIBC World Market
Ontario, Canada
$15.3M +$1.44M +24,877 +10%
FNBT
191
FineMark National Bank & Trust
Florida
$15.3M +$976K +16,906 +7%
SBL
192
Sargent Bickham Lagudis
Colorado
$15.2M +$15M +260,015 +7,035%
PCIG
193
Partners Capital Investment Group
Massachusetts
$15.2M +$2.49M +43,097 +20%
DSN
194
D. Scott Neal
Kentucky
$15.1M +$12.1M +208,901 +392%
Principal Financial Group
195
Principal Financial Group
Iowa
$14.7M -$6.03M -104,500 -29%
CC
196
Courier Capital
New York
$14.7M -$7.83M -135,590 -35%
FNT
197
First National Trust
Pennsylvania
$14.6M +$433K +7,493 +3%
PGA
198
Portland Global Advisors
Maine
$14.5M -$243K -4,205 -2%
MSA
199
Mason Street Advisors
Wisconsin
$14.5M +$8.99M +155,650 +164%
SG Americas Securities
200
SG Americas Securities
New York
$14.3M -$28.8M -498,320 -67%
6 7
8
9 10