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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 %
OC
1001
Oarsman Capital
Wisconsin
$504K -$3.59K -51 -0.7%
FFA
1002
First Foundation Advisors
California
$504K +$18.3K +261 +4%
FNFDCM
1003
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$502K -$12.6K -180 -2%
AFA
1004
Aurora Financial Advisors
Massachusetts
$500K +$500K +7,119 New
DP
1005
Dearborn Partners
Illinois
$497K +$14.1K +200 +3%
PT
1006
Plimoth Trust
Massachusetts
$493K +$493K +7,020 New
AWM
1007
Altavista Wealth Management
North Carolina
$489K -$4.78K -68 -1%
AFM
1008
Abbot Financial Management
Massachusetts
$483K -$5.27K -75 -1%
SFP
1009
Shepherd Financial Partners
Massachusetts
$483K +$44K +627 +10%
RVPG
1010
Relative Value Partners Group
$479K +$102K +1,454 +27%
BTW
1011
Boston Trust Walden
Massachusetts
$473K +$24.6K +350 +5%
BIA
1012
Bigelow Investment Advisors
Maine
$471K +$471K +6,695 New
SXL
1013
Summit X LLC
Missouri
$470K +$28.5K +408 +6%
GCA
1014
Gradient Capital Advisors
California
$465K +$465K +6,619 New
DIP
1015
DT Investment Partners
Pennsylvania
$463K – – –
SCCM
1016
Schafer Cullen Capital Management
New York
$462K +$462K +6,570 New
AFM
1017
Andesa Financial Management
Pennsylvania
$462K +$462K +6,571 New
OAM
1018
Occidental Asset Management
California
$460K -$21.1K -300 -4%
GAG
1019
GM Advisory Group
New York
$458K -$25.3K -360 -5%
FHA
1020
Flagship Harbor Advisors
Massachusetts
$458K -$24.9K -344 -5%
BB
1021
Bell Bank
North Dakota
$457K +$457K +6,502 New
RWM
1022
RKL Wealth Management
Pennsylvania
$455K -$184K -2,633 -29%
HT
1023
Heritage Trust
Oklahoma
$453K – – –
ADL
1024
Asset Dedication LLC
California
$453K +$149K +2,119 +49%
PA
1025
Paracle Advisors
Washington
$450K -$85K -1,209 -16%
39 40
41
42 43