EFA icon

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 %
RCM
676
Riverhead Capital Management
Delaware
$1.96M – – –
MC
677
Middleton & Co
Massachusetts
$1.95M -$5.13K -73 -0.3%
WB
678
WesBanco Bank
West Virginia
$1.95M -$740K -10,520 -28%
BWAM
679
Boyd Watterson Asset Management
Ohio
$1.94M -$12.6K -179 -0.6%
M
680
MOTCO
Texas
$1.94M -$7.59K -108 -0.4%
CWM
681
Cahaba Wealth Management
Georgia
$1.92M +$143K +2,040 +8%
EARNEST Partners
682
EARNEST Partners
Georgia
$1.92M +$489K +6,955 +34%
ME
683
McIlrath & Eck
Washington
$1.92M +$1.92M +27,233 New
CBT
684
Capital Bank & Trust
California
$1.91M +$1.34M +19,007 +231%
BSW
685
Buckingham Strategic Wealth
Missouri
$1.9M +$181K +2,567 +11%
CWS
686
Cypress Wealth Services
California
$1.89M +$1.89M +26,905 New
LFA
687
Landmark Financial Advisors
Kentucky
$1.89M -$45.1K -642 -2%
BC
688
Bartlett & Co
Ohio
$1.87M -$341K -4,845 -15%
GIA
689
Granite Investment Advisors
New Hampshire
$1.87M +$1.06M +15,020 +129%
HPC
690
HM Payson & Co
Maine
$1.87M +$80.4K +1,143 +4%
SPIO
691
Seven Post Investment Office
California
$1.85M – – –
PSW
692
Portfolio Strategies (Washington)
Washington
$1.85M -$61.6K -876 -3%
CIC
693
Carnegie Investment Counsel
Ohio
$1.83M +$47.8K +682 +3%
IWC
694
Integrated Wealth Concepts
Massachusetts
$1.82M +$1.82M +25,081 New
HTC
695
Haverford Trust Company
Pennsylvania
$1.81M +$299K +4,246 +20%
BO
696
Bank OZK
Arkansas
$1.81M +$404K +5,745 +29%
WCM
697
Windsor Capital Management
Arizona
$1.81M -$190K -2,697 -9%
UWPG
698
Ullmann Wealth Partners Group
Florida
$1.81M -$1.23M -17,551 -41%
AF
699
Affiance Financial
Minnesota
$1.78M -$15.8K -225 -0.9%
GHCM
700
Glen Harbor Capital Management
California
$1.77M – – –
26 27
28
29 30