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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 %
SKK
1076
Shepherd Kaplan Krochuk
Massachusetts
$373K – – –
WCF
1077
West Coast Financial
California
$366K -$202K -2,870 -36%
IT
1078
Independence Trust
Tennessee
$366K – – –
UBV
1079
United Bank (Virginia)
Virginia
$365K +$365K +5,194 New
TWM
1080
Tanglewood Wealth Management
Texas
$362K – – –
DPA
1081
Delphi Private Advisors
California
$361K +$136K +1,926 +60%
SC
1082
SouthState Corp
Florida
$358K -$10M -142,598 -97%
AIM
1083
Allen Investment Management
New York
$358K – – –
BWM
1084
BerganKDV Wealth Management
Minnesota
$356K -$1.44M -20,512 -80%
TCM
1085
Texan Capital Management
Texas
$356K +$356K +5,057 New
BCFS
1086
Butensky & Cohen Financial Security
Florida
$355K -$1.27K -18 -0.4%
HCP
1087
Holt Capital Partners
Texas
$354K – – –
RCG
1088
Ruggie Capital Group
Florida
$353K – – –
CFA
1089
Carroll Financial Associates
North Carolina
$352K – – –
DDC
1090
DF Dent & Co
Maryland
$347K +$59.1K +842 +21%
BWA
1091
BlueSky Wealth Advisors
North Carolina
$346K – – –
FCH
1092
Freestone Capital Holdings
Washington
$345K -$34.7K -494 -9%
PA
1093
PFG Advisors
Arizona
$341K +$341K +4,845 New
HA
1094
Harborview Advisors
Maine
$341K +$341K +4,855 New
W
1095
Wealthfront
California
$340K -$606K -8,612 -64%
ZB
1096
Zions Bancorporation
Utah
$340K -$25.8K -368 -7%
PCTC
1097
Perkins Coie Trust Company
Washington
$335K -$35.1K -500 -9%
VCM
1098
Versant Capital Management
Arizona
$335K +$41.6K +593 +14%
BFC
1099
Bedel Financial Consulting
Indiana
$335K +$335K +4,770 New
JIP
1100
Jaffetilchin Investment Partners
Florida
$332K -$559K -7,961 -63%
42 43
44
45 46