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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 %
ST
1051
Sabal Trust
Florida
$410K +$55.4K +787 +16%
LFA
1052
Legacy Financial Advisors
Kentucky
$410K +$410K +5,844 New
SWM
1053
SeaCrest Wealth Management
New York
$409K +$409K +5,818 New
BJ
1054
Brouwer & Janachowski
California
$407K -$16K -227 -4%
SCA
1055
STALEY CAPITAL ADVISERS
Pennsylvania
$407K – – –
MFP
1056
Mosaic Financial Partners
California
$402K -$739K -7,542 -65%
DHFB
1057
Dixon Hubard Feinour & Brown
Virginia
$402K – – –
MBTD
1058
Mechanics Bank - Trust Department
California
$402K +$51K +725 +15%
RIG
1059
Roosevelt Investment Group
New York
$402K +$402K +5,718 New
MCTIC
1060
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$397K -$345K – –
YP
1061
Yellowstone Partners
Idaho
$397K +$69.5K +987 +21%
EWM
1062
Evermay Wealth Management
Virginia
$396K -$2.6K -37 -0.7%
KF
1063
Krilogy Financial
Missouri
$395K -$1.2K -17 -0.3%
AAM
1064
Autus Asset Management
Arizona
$393K +$3.87K +55 +1%
BMCM
1065
Bryn Mawr Capital Management
Pennsylvania
$390K – – –
VCM
1066
Virtue Capital Management
Tennessee
$390K +$390K +5,548 New
MMG
1067
Monetary Management Group
Missouri
$389K +$23.6K +335 +6%
NSB
1068
Norway Savings Bank
Maine
$387K -$7.04K -100 -2%
NWS
1069
Newport Wealth Strategies
California
$386K +$386K +5,233 New
AHC
1070
Adell Harriman & Carpenter
Texas
$383K -$51.5K -732 -12%
IIC
1071
Ironwood Investment Counsel
Arizona
$382K +$147K +2,089 +62%
CPA
1072
Capital Planning Advisors
California
$381K +$3.3K +47 +0.9%
HCM
1073
HM Capital Management
Missouri
$380K – – –
EP
1074
Edgestream Partners
New Jersey
$378K -$2.7M -38,448 -88%
DJSG
1075
D.J. St. Germain
Massachusetts
$374K -$4.08K -58 -1%
41 42
43
44 45