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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,012 hedge funds and large institutions have $43.1B invested in iShares MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 327 increasing their positions, 467 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-12
Holders Change %
-1.17%
% of All Funds
27.04%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.89%
New
73
Increased
327
Reduced
467
Closed
71
Calls
$2.44B
Puts
$8.39B
Net Calls
-$5.96B
Net Calls Change
-$2.18B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.53B
2
Bank of America
2
Bank of America
North Carolina
$4.11B
3
EARNEST Partners
3
EARNEST Partners
Georgia
$257M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$290M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$341M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$3.15B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$801M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
201
Moneta Group Investment Advisors
Missouri
$13.8M -$1.25M -21,169 -8%
WSFS
202
Wilmington Savings Fund Society
Delaware
$13.8M -$287K -4,846 -2%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$13.5M -$122K -2,069 -0.9%
SCA
204
Salient Capital Advisors
Texas
$13.5M -$135K -2,287 -1%
HFS
205
HL Financial Services
Kentucky
$13.5M +$223K +3,764 +2%
CM
206
Castleark Management
Illinois
$13.5M -$15.4M -260,000 -53%
VC
207
Vestor Capital
Illinois
$13.2M +$208K +3,525 +2%
CAM
208
Crestone Asset Management
Colorado
$13.2M +$2.24M +37,956 +20%
FWM
209
FFT Wealth Management
Pennsylvania
$13.1M +$655K +11,108 +5%
PCIG
210
Partners Capital Investment Group
Massachusetts
$13M +$4.08M +68,937 +46%
PFM
211
Phillips Financial Management
Indiana
$12.8M -$129K -2,243 -1%
SC
212
Scotia Capital
Ontario, Canada
$12.7M +$380K +6,459 +3%
RWA
213
Ropes Wealth Advisors
Massachusetts
$12.7M -$468K -7,909 -4%
HW
214
Hancock Whitney
Mississippi
$12.6M +$1.73M +29,266 +16%
BTS
215
BB&T Securities
Virginia
$12.3M -$120K -2,029 -1%
CA
216
Cetera Advisors
Colorado
$12.2M -$3.2M -54,170 -21%
SWP
217
Stratos Wealth Partners
Ohio
$12M +$3.53M +59,624 +42%
DWM
218
Dakota Wealth Management
Florida
$11.9M +$606K +10,240 +5%
BDF
219
Balasa Dinverno & Foltz
$11.8M -$755K -12,767 -6%
EVM
220
Evelyn V. Moreno
$11.7M +$14.8K +250 +0.1%
FMWA
221
Forvis Mazars Wealth Advisors
Missouri
$11.3M -$432K -7,314 -4%
PA
222
Parkside Advisors
California
$11.2M -$110K -1,867 -1%
RJT
223
Raymond James Trust
Florida
$11.1M -$659K -11,136 -6%
GMA
224
Goldstein Munger & Associates
California
$11M -$93K -1,572 -0.8%
CCM
225
Covington Capital Management
California
$11M +$194K +3,277 +2%
7 8
9
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