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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 %
JIC
901
Joel Isaacson & Co
New York
$734K +$163K +2,324 +29%
RG
902
Rikoon Group
New Mexico
$732K -$73K -1,038 -9%
DSC
903
Duncker Streett & Co
Missouri
$732K -$13.4K -191 -2%
IIA
904
IPG Investment Advisors
California
$732K +$5.27K +75 +0.7%
BSB
905
Bangor Savings Bank
Maine
$730K +$21.7K +308 +3%
BOS
906
Bank of Stockton
California
$724K +$724K +10,300 New
IFWM
907
Institute for Wealth Management
Colorado
$716K +$716K +10,221 New
MFT
908
Moisand Fitzgerald Tamayo
Florida
$713K – – –
KWM
909
Kingsview Wealth Management
Oregon
$706K +$74.5K +1,059 +12%
PCA
910
Personal Capital Advisors
California
$701K +$701K +9,968 New
CPA
911
Clear Perspective Advisors
Illinois
$698K – – –
CFN
912
Cordasco Financial Network
Florida
$691K +$24.2K +344 +4%
SAM
913
Seelaus Asset Management
New Jersey
$689K +$689K +9,795 New
ACS
914
Archford Capital Strategies
Illinois
$687K -$83K -1,180 -11%
MSAM
915
Moloney Securities Asset Management
Missouri
$687K +$22.4K +319 +3%
WGCA
916
Wolf Group Capital Advisors
Virginia
$684K +$121K +1,716 +21%
MRCM
917
M&R Capital Management
New Jersey
$683K -$38.6K -550 -5%
NSAM
918
North Star Asset Management
Wisconsin
$682K +$16.2K +231 +2%
FANJ
919
Financial Architects (New Jersey)
New Jersey
$681K +$5.34K +76 +0.8%
OA
920
Oxbow Advisors
Texas
$675K +$675K +9,600 New
PAG
921
Pinnacle Advisory Group
Maryland
$674K +$161K +2,286 +31%
HIM
922
Hutchens Investment Management
New Hampshire
$671K +$100K +1,423 +18%
BCM
923
Boltwood Capital Management
California
$670K -$3.51K -50 -0.5%
IFA
924
Interactive Financial Advisors
Illinois
$669K -$25.8K -367 -4%
PFA
925
Paradigm Financial Advisors
Missouri
$667K +$5.69K +81 +0.9%
35 36
37
38 39