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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,290 hedge funds and large institutions have $66.7B invested in iShares MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 521 increasing their positions, 422 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+123
Holders Change %
+10.54%
% of All Funds
29.3%
Holding in Top 10
222
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.45%
% of All Funds
5.04%
New
185
Increased
521
Reduced
422
Closed
53
Calls
$3.8B
Puts
$9.72B
Net Calls
-$5.92B
Net Calls Change
+$7.28B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.18B
2
Ameriprise
Ameriprise
Minnesota
$1.94B
3
Northern Trust
Northern Trust
Illinois
$2.13B
4
Goldman Sachs
Goldman Sachs
New York
$2.57B
5
BlackRock
BlackRock
New York
$6.99B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.59M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$716M
3
Citigroup
Citigroup
New York
$214M
4
FTUS
Flow Traders U.S.
New York
$0
5
SIM
Sentry Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Evercore Wealth Management
New York
$16.7M +$193K +2,741 +1%
VFPI
227
Vantage Financial Partners (Illinois)
Illinois
$16.7M +$567K +8,076 +4%
BFM
228
Boston Financial Management
Massachusetts
$16.6M -$79.9K -1,136 -0.5%
FM
229
Forward Management
California
$16.6M +$16.5M +234,062 +15,429%
CS
230
Comerica Securities
Michigan
$16.6M +$94.4K +1,343 +0.6%
CTA
231
Chesley Taft & Associates
Illinois
$16.5M +$179K +2,550 +1%
PI
232
PHH Investments
Texas
$16.4M +$1.24M +17,566 +8%
CCT
233
Country Club Trust
Missouri
$16.3M +$882K +12,544 +6%
Axa
234
Axa
France
$16.1M -$3.68M -52,300 -19%
CCM
235
Covington Capital Management
California
$15.9M -$20.7K -295 -0.1%
SWP
236
Stratos Wealth Partners
Ohio
$15.9M -$3.07M -43,704 -16%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$15.7M +$596K +8,483 +4%
LSV Asset Management
238
LSV Asset Management
Illinois
$15.7M +$15.7M +223,000 New
SWPG
239
Strategic Wealth Partners Group
Illinois
$15.6M -$621K -8,834 -4%
GC
240
Grimes & Company
Massachusetts
$15.2M +$2.28M +32,420 +18%
CNBT
241
Canandaigua National Bank & Trust
New York
$15.1M +$687K +9,765 +5%
DWM
242
Dakota Wealth Management
Florida
$15.1M +$245K +3,486 +2%
PP
243
PagnatoKarp Partners
Virginia
$15M +$12.7M +180,709 +560%
Capstone Investment Advisors
244
Capstone Investment Advisors
New York
$15M -$2.42M -34,384 -14%
EVM
245
Evelyn V. Moreno
$14.9M -$845K -12,021 -5%
GT
246
Greenleaf Trust
Michigan
$14.9M +$257K +3,662 +2%
BAC
247
Boys Arnold & Co
North Carolina
$14.8M +$879K +12,497 +6%
BOS
248
Bingham Osborn & Scarborough
California
$14.7M -$976K -13,879 -6%
WAG
249
Winthrop Advisory Group
Massachusetts
$14.6M +$14.6M +202,579 New
CA
250
Cetera Advisors
Colorado
$14.6M +$462K +6,559 +3%
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