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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,127 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 406 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
+11
Holders Change %
+0.99%
% of All Funds
28.1%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.06%
New
91
Increased
406
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B

Top Buyers

1
BlackRock
BlackRock
New York
+$4.44B
2
Bank of America
Bank of America
North Carolina
+$986M
3
Morgan Stanley
Morgan Stanley
New York
+$696M
4
Jane Street
Jane Street
New York
+$515M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$372M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$607M
2
Barclays
Barclays
United Kingdom
-$134M
3
EARNEST Partners
EARNEST Partners
Georgia
-$129M
4
IL
Investure LLC
Virginia
-$125M
5
Macquarie Group
Macquarie Group
Australia
-$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
851
Concert Wealth Management
California
$516K -$79.3K -1,376 -13%
OC
852
Oakworth Capital
Alabama
$516K +$62.6K +1,004 +14%
CFA
853
Cahill Financial Advisors
Minnesota
$514K – – –
FFA
854
First Foundation Advisors
California
$513K -$9.04M -145,003 -95%
JIC
855
Joel Isaacson & Co
New York
$504K – – –
AIM
856
Anchor Investment Management
South Carolina
$502K +$36.1K +579 +8%
AFP
857
Ausdal Financial Partners
Iowa
$502K -$6.1K -98 -1%
Carson Wealth (CWM LLC)
858
Carson Wealth (CWM LLC)
Nebraska
$501K +$179K +2,869 +55%
JFA
859
JNBA Financial Advisors
Minnesota
$500K -$30.8K -495 -6%
PMFA
860
Plante Moran Financial Advisors
Michigan
$498K -$19.4K -311 -4%
ACS
861
Archford Capital Strategies
Illinois
$498K +$73.8K +1,185 +17%
SFM
862
Signature Financial Management
Virginia
$498K +$498K +7,998 New
IPC
863
Independent Portfolio Consultants
Florida
$496K -$904K -14,523 -65%
VHAM
864
Van Hulzen Asset Management
California
$496K -$9.34K -150 -2%
RWM
865
RKL Wealth Management
Pennsylvania
$485K -$18.9K -303 -4%
PA
866
Paracle Advisors
Washington
$484K -$12.3K -198 -2%
RC
867
RegentAtlantic Capital
New Jersey
$481K – – –
MCM
868
Millie Capital Management
California
$478K -$20.9K -335 -4%
GAG
869
GM Advisory Group
New York
$477K -$50.8K -817 -10%
CWM
870
Connecticut Wealth Management
Connecticut
$476K +$8.66K +140 +2%
CWA
871
Cypress Wealth Advisors
California
$470K – – –
ECM
872
Evergreen Capital Management
Washington
$465K – – –
CCMD
873
Cypress Capital Management (Delaware)
Delaware
$465K +$77.8K +1,250 +20%
SAS
874
Stelac Advisory Services
New York
$462K – – –
MPI
875
Mairs & Power Inc
Minnesota
$462K +$46.7K +751 +11%
33 34
35
36 37