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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 %
Connor, Clark & Lunn Investment Management (CC&L)
726
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M – – –
WA
727
Waverly Advisors
Alabama
$1.62M +$174K +2,472 +12%
Fisher Asset Management
728
Fisher Asset Management
Washington
$1.62M +$790K +11,237 +95%
APA
729
American Portfolios Advisors
New York
$1.61M +$1.61M +22,849 New
SMFS
730
Squar Milner Financial Services
California
$1.6M +$1.6M +21,438 New
TIA
731
Tiemann Investment Advisors
California
$1.6M +$3.94K +56 +0.2%
TA
732
Trellis Advisors
Washington
$1.59M +$1.59M +22,643 New
ASN
733
Advisory Services Network
Georgia
$1.58M -$26.4K -376 -2%
SSW
734
Smith Shellnut Wilson
Mississippi
$1.58M – – –
EAMA
735
EFG Asset Management (Americas)
Florida
$1.58M +$829K +11,784 +110%
MIH
736
Madison Investment Holdings
Wisconsin
$1.58M – – –
LIC
737
Lodestar Investment Counsel
Illinois
$1.57M – – –
RIS
738
Retirement Income Solutions
Michigan
$1.57M +$1.57M +22,312 New
FC
739
FCA Corp
Texas
$1.56M -$669K -9,523 -30%
QA
740
Quantitative Advantage
Minnesota
$1.55M -$6.33K -90 -0.4%
CANC
741
Culbertson A N & Co
Virginia
$1.54M -$6.33K -90 -0.4%
SG
742
Somerset Group
Minnesota
$1.53M +$508K +7,217 +50%
Capital Fund Management (CFM)
743
Capital Fund Management (CFM)
France
$1.52M +$1.52M +21,646 New
AIM
744
Aspen Investment Management
Michigan
$1.51M – – –
JCM
745
Jag Capital Management
Missouri
$1.51M -$1.12M -15,961 -43%
MHS
746
M Holdings Securities
Oregon
$1.51M +$83.1K +1,182 +6%
FWM
747
Frontier Wealth Management
Missouri
$1.5M -$157K -2,226 -9%
RIA
748
Regal Investment Advisors
Michigan
$1.5M -$30.3K -431 -2%
AWM
749
Avior Wealth Management
Nebraska
$1.49M -$20.6K -293 -1%
APP
750
Avantax Planning Partners
Iowa
$1.49M -$658K -9,357 -31%
28 29
30
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