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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 %
EWM
201
Endurance Wealth Management
Rhode Island
$14.3M -$1.56M -26,971 -10%
Bank of Nova Scotia
202
Bank of Nova Scotia
Ontario, Canada
$14.2M +$3.54M +61,400 +33%
OAC
203
OMERS Administration Corp
Ontario, Canada
$14.2M – – –
BOS
204
Bingham Osborn & Scarborough
California
$14.1M -$593K -10,277 -4%
K
205
Kemper
Illinois
$14.1M – – –
SB
206
Simmons Bank
Arkansas
$14M -$1.07M -18,481 -7%
SFG
207
SNS Financial Group
Minnesota
$14M -$520K -9,005 -4%
PC
208
Premise Capital
Illinois
$14M -$10.8M -187,020 -44%
SFI
209
SPC Financial Inc
Maryland
$13.9M +$6.93M +120,006 +99%
BIM
210
BlackRock Investment Management
Delaware
$13.8M +$3.52M +61,004 +34%
Aristotle Capital Management
211
Aristotle Capital Management
California
$13.6M +$13.3M +230,339 +4,154%
CGT
212
Capital Guardian Trust
California
$13.5M +$13.5M +234,583 New
MGIA
213
Moneta Group Investment Advisors
Missouri
$13.5M +$72.9K +1,263 +0.5%
WSFS
214
Wilmington Savings Fund Society
Delaware
$13.4M +$10.5K +182 +0.1%
AIG
215
American International Group
New York
$13.4M +$13.2M +228,691 +6,115%
WT
216
Washington Trust
Rhode Island
$13.4M -$1.42M -24,541 -10%
LP
217
LGL Partners
Pennsylvania
$13.3M -$1.87M -32,331 -12%
JAM
218
JCIC Asset Management
Ontario, Canada
$13.3M -$1.28M -22,165 -9%
BC
219
Brinker Capital
Pennsylvania
$13.1M +$3.7M +64,066 +39%
SCP
220
Syntal Capital Partners
Texas
$13.1M -$4.17M -72,253 -24%
EWM
221
Evercore Wealth Management
New York
$13.1M -$2.77M -47,938 -17%
BFM
222
Boston Financial Management
Massachusetts
$13M -$1.5M -25,993 -10%
CWM
223
CIBC World Markets
New York
$13M -$2.42M -41,904 -16%
PFM
224
Phillips Financial Management
Indiana
$12.9M -$271K -4,564 -2%
VFPI
225
Vantage Financial Partners (Illinois)
Illinois
$12.9M +$12.9M +222,925 New
7 8
9
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