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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
+$722M
2
Ameriprise
Ameriprise
Minnesota
+$301M
3
Northern Trust
Northern Trust
Illinois
+$229M
4
Goldman Sachs
Goldman Sachs
New York
+$206M
5
BlackRock
BlackRock
New York
+$192M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$168M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
3
Citigroup
Citigroup
New York
-$136M
4
FTUS
Flow Traders U.S.
New York
-$112M
5
SIM
Sentry Investment Management
Wisconsin
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
551
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.02M – – –
KM
552
Kalos Management
Georgia
$3.01M +$378K +5,374 +14%
MCM
553
Maple Capital Management
Vermont
$3.01M +$87.5K +1,244 +3%
MLFP
554
MPS Loria Financial Planners
Illinois
$3M -$76.5K -1,088 -2%
WAAG
555
Wealth Alliance Advisory Group
Kansas
$3M +$3M +42,699 New
PO
556
Private Ocean
California
$3M -$2.46K -35 -0.1%
PWM
557
Perigon Wealth Management
California
$2.98M +$211K +2,995 +8%
KA
558
Klingman & Associates
New York
$2.97M -$8.58K -122 -0.3%
NPT
559
Nixon Peabody Trust
Massachusetts
$2.96M +$10.5K +150 +0.4%
CGH
560
Crossmark Global Holdings
Texas
$2.95M -$134K -1,906 -4%
CB
561
Community Bank
New York
$2.95M +$89K +1,266 +3%
CCA
562
Checchi Capital Advisers
California
$2.93M -$76.4K -1,086 -3%
CA
563
Clearstead Advisors
Ohio
$2.93M +$718K +10,211 +32%
SWM
564
Sequoia Wealth Management
Illinois
$2.89M +$2.89M +39,853 New
SHCM
565
Stokes & Hubbell Capital Management
Louisiana
$2.88M +$4.5K +64 +0.2%
AB
566
AT Bancorp
Iowa
$2.86M -$56.3K -800 -2%
AWM
567
Altium Wealth Management
New York
$2.86M +$2.86M +40,712 New
DP
568
Denver PWM
Colorado
$2.85M +$7.01K +99 +0.2%
A
569
AdvicePeriod
California
$2.84M +$2.84M +40,394 New
WI
570
Wintrust Investments
Illinois
$2.84M +$270K +3,842 +11%
AL
571
Aspiriant LLC
California
$2.83M -$22.3M -317,693 -89%
CHC
572
City Holding Co
West Virginia
$2.83M +$262K +3,725 +10%
HFP
573
Holistic Financial Partners
Indiana
$2.83M +$2.83M +40,191 New
FUBT
574
First United Bank & Trust
Maryland
$2.82M -$218K -3,100 -7%
IFAM
575
Institutional & Family Asset Management
Colorado
$2.81M -$8.7M -123,661 -76%
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