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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 %
CCG
876
Cypress Capital Group
Florida
$810K -$7.03K -100 -0.9%
LDB
877
Lee, Danner & Bass
Tennessee
$801K +$216K +3,075 +37%
BOH
878
Bank of Hawaii
Hawaii
$797K – – –
NFC
879
Northeast Financial Consultants
Connecticut
$795K +$498K +7,086 +168%
KFC
880
Klingenstein Fields & Co
New York
$794K -$11.5K -164 -1%
AIM
881
Advantage Investment Management
Iowa
$787K -$3.54M -50,303 -82%
NEIRG
882
New England Investment & Retirement Group
Massachusetts
$786K -$33.5K -477 -4%
VAM
883
Verity Asset Management
North Carolina
$780K -$131K -1,860 -14%
BFA
884
Beaumont Financial Advisors
Massachusetts
$778K +$137K +1,945 +21%
ECM
885
Elgethun Capital Management
South Dakota
$774K – – –
SIA
886
Starfire Investment Advisers
Michigan
$772K -$1.16M -16,523 -60%
PCM
887
Pointe Capital Management
Michigan
$772K -$6.54K -93 -0.8%
BBNB
888
Baker Boyer National Bank
Washington
$769K – – –
SAM
889
Summit Asset Management
Tennessee
$768K +$73.2K +1,041 +11%
CHA
890
Cedar Hill Associates
Illinois
$763K +$312K +4,431 +69%
WP
891
WealthShield Partners
North Carolina
$762K +$762K +10,753 New
W
892
WealthShield
North Carolina
$762K +$762K +10,753 New
WP
893
WealthSource Partners
California
$753K -$687K -9,766 -48%
BCM
894
Brookmont Capital Management
Texas
$752K +$61.9K +881 +9%
JWA
895
JFS Wealth Advisors
Pennsylvania
$749K +$1.2K +17 +0.2%
CAI
896
Capital Advisors Inc
Oklahoma
$747K +$13.1K +186 +2%
ECM
897
Evergreen Capital Management
Washington
$744K – – –
UAS
898
United Asset Strategies
New York
$741K +$352 +5 +0%
AIM
899
Avity Investment Management
Connecticut
$738K +$119K +1,694 +19%
IP
900
Intellectus Partners
California
$736K +$120K +1,703 +19%
34 35
36
37 38