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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 %
TF
626
Tompkins Financial
New York
$2.38M +$6.47K +92 +0.3%
CC
627
Claybrook Capital
Massachusetts
$2.37M +$2.37M +33,714 New
SWP
628
Strategic Wealth Partners
Ohio
$2.37M +$2.37M +34,053 New
FIB
629
First Interstate Bank
Montana
$2.36M – – –
NA
630
NewEdge Advisors
Louisiana
$2.35M +$136K +1,887 +6%
AIA
631
Arcadia Investment Advisors
Idaho
$2.35M +$2.35M +33,393 New
SWM
632
Segment Wealth Management
Texas
$2.35M +$122K +1,734 +5%
CBN
633
Cadence Bank NA
Texas
$2.34M -$432K -6,146 -16%
T. Rowe Price Associates
634
T. Rowe Price Associates
Maryland
$2.33M +$16.9K +241 +0.7%
SS
635
Simplicity Solutions
Minnesota
$2.33M +$1.02M +14,575 +79%
MIAN
636
Mariner Independent Advisor Network
Kansas
$2.32M +$2.32M +32,999 New
OIA
637
OneDigital Investment Advisors
Kansas
$2.31M +$1.51M +21,479 +189%
WTB
638
Washington Trust Bank
Washington
$2.3M -$129K -1,832 -5%
EWA
639
EP Wealth Advisors
California
$2.29M +$93K +1,323 +4%
TA
640
Tiedemann Advisors
New York
$2.28M +$1.93M +27,412 +546%
CFA
641
Capstone Financial Advisors
Illinois
$2.25M -$2.2M – –
CCM
642
Coldstream Capital Management
Washington
$2.24M -$2.11K -30 -0.1%
BCA
643
Berman Capital Advisors
Georgia
$2.24M +$2.24M +31,819 New
TCM
644
Traynor Capital Management
Pennsylvania
$2.22M +$546K +7,763 +33%
TCOV
645
Trust Company of Vermont
Vermont
$2.22M -$2.74K -39 -0.1%
GA
646
GFS Advisors
Texas
$2.2M +$10.8K +153 +0.5%
WC
647
Woodstock Corp
Massachusetts
$2.18M – – –
CASB
648
Cape Ann Savings Bank
Massachusetts
$2.18M +$2.18M +30,933 New
MAS
649
Madden Advisory Services
Florida
$2.17M -$6.82K -97 -0.3%
MFBTD
650
MB Financial Bank - Trust Department
Illinois
$2.17M +$142K +2,022 +7%
24 25
26
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