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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 %
AIP
826
Ameritas Investment Partners
Nebraska
$1.03M +$220K +5,430 +27%
ACM
827
Armbruster Capital Management
New York
$1.02M -$3.38K -48 -0.3%
FPS
828
Fieldpoint Private Securities
Connecticut
$1.02M -$374K -5,325 -27%
CWM
829
Cabot Wealth Management
Massachusetts
$1.02M – – –
OSNBOA
830
Old Second National Bank of Aurora
Illinois
$1.02M +$10.5K +150 +1%
AFNAS
831
American Financial Network Advisory Services
California
$1M -$228K -3,243 -19%
SFFS
832
Stonehage Fleming Financial Services
Jersey
$1M – – –
RCM
833
Radnor Capital Management
Pennsylvania
$991K -$10.5K -150 -1%
SEIA
834
Signature Estate & Investment Advisors
California
$982K +$48.4K +688 +5%
BAM
835
Berkshire Asset Management
Pennsylvania
$976K -$29.9K -425 -3%
WWM
836
Windsor Wealth Management
Indiana
$974K +$974K +13,859 New
AW
837
ACG Wealth
Georgia
$972K -$1.69K -24 -0.2%
CIM
838
Cambria Investment Management
California
$956K -$10.2M -145,584 -91%
LFG
839
LifePlan Financial Group
Ohio
$953K – – –
FAM
840
Formidable Asset Management
Ohio
$953K +$20.3K +289 +2%
TP
841
Truvvo Partners
New York
$951K – – –
WPP
842
Whalerock Point Partners
Rhode Island
$950K -$10.5K -150 -1%
PP
843
PDT Partners
New York
$942K +$49.2K +700 +6%
QCM
844
Quadrant Capital Management
New Jersey
$939K +$10.6K +150 +1%
VCM
845
Vivaldi Capital Management
Illinois
$930K +$930K +13,233 New
CCM
846
Carlson Capital Management
Minnesota
$928K +$74.2K +1,055 +9%
AWM
847
AE Wealth Management
Kansas
$928K +$232K +3,305 +33%
CSIC
848
Clifford Swan Investment Counsel
California
$927K – – –
WS
849
Wela Strategies
Georgia
$923K -$749K -10,653 -45%
PGWM
850
Parisi Gray Wealth Management
New Jersey
$923K +$923K +13,035 New
32 33
34
35 36