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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,005 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 420 increasing their positions, 380 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,005
Holders Change
+27
Holders Change %
+2.76%
% of All Funds
26.81%
Holding in Top 10
220
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+7.84%
% of All Funds
5.87%
New
95
Increased
420
Reduced
380
Closed
57
Calls
$2.84B
Puts
$4.82B
Net Calls
-$1.98B
Net Calls Change
-$367M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.84B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
3
Bank of America
Bank of America
North Carolina
+$409M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
5
MAA
Managed Account Advisors
New Jersey
+$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.65B
2
Goldman Sachs
Goldman Sachs
New York
-$445M
3
CS
Credit Suisse
Switzerland
-$196M
4
MSA
Mason Street Advisors
Wisconsin
-$195M
5
Deutsche Bank
Deutsche Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IndexIQ Advisors
New York
$16.7M +$8.02M +125,036 +93%
CAN
202
Cetera Advisor Networks
California
$16.6M +$1.12M +17,456 +7%
MGIA
203
Moneta Group Investment Advisors
Missouri
$16.5M +$381K +5,943 +2%
BDF
204
Balasa Dinverno & Foltz
$16.4M -$744K -11,588 -4%
FMWA
205
Forvis Mazars Wealth Advisors
Missouri
$16.3M -$117K -1,830 -0.7%
CCFCSB
206
Cape Cod Five Cents Savings Bank
Massachusetts
$16.1M -$2.2M -34,266 -12%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$16.1M +$3.64M +56,713 +29%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$15.9M +$9.46M +147,469 +147%
Principal Financial Group
209
Principal Financial Group
Iowa
$15.8M +$12.6M +195,650 +386%
Nuveen Asset Management
210
Nuveen Asset Management
Illinois
$15.7M -$23.5K -366 -0.1%
1SB
211
1ST Source Bank
Indiana
$15.7M +$1.35M +21,087 +9%
K
212
Kemper
Illinois
$15.7M – – –
PFM
213
Phillips Financial Management
Indiana
$15.6M -$647K -9,797 -4%
EIM
214
Emerson Investment Management
Massachusetts
$15.4M -$135K -2,101 -0.9%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M +$4.91M +76,576 +47%
TRCT
216
Tower Research Capital (TRC)
New York
$15.2M +$14.8M +230,170 +3,203%
SIM
217
Sigma Investment Management
Oregon
$15M +$1.16M +18,085 +8%
BOH
218
Bank of Hawaii
Hawaii
$14.9M -$6.78M -105,733 -31%
WAM
219
World Asset Management
Michigan
$14.9M -$16M -250,009 -52%
HW
220
Hancock Whitney
Mississippi
$14.8M +$3.58M +55,787 +32%
CL
221
Choreo LLC
Illinois
$14.7M -$780K -12,153 -5%
GT
222
Greenleaf Trust
Michigan
$14.7M +$1.55M +24,131 +12%
MG
223
McCutchen Group
Washington
$14.3M – – –
PAG
224
Private Advisor Group
New Jersey
$14.2M +$3.08M +48,034 +28%
SC
225
Scotia Capital
Ontario, Canada
$14.1M +$542K +8,445 +4%
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