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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 %
MWA
1151
MFA Wealth Advisors
Pennsylvania
$261K +$261K +3,958 New
H
1152
HoyleCohen
California
$260K +$260K +3,698 New
OWM
1153
Orgel Wealth Management
Wisconsin
$259K +$20.1K +285 +8%
HCIA
1154
Hochman Cole Investment Advisors
Illinois
$257K +$7.59K +108 +3%
BIAS
1155
Beacon Investment Advisory Services
New Jersey
$256K -$210K -2,997 -45%
SGCA
1156
Steel Grove Capital Advisors
Tennessee
$255K +$20.4K +290 +9%
FA
1157
FC Advisory
Pennsylvania
$253K +$421 +6 +0.2%
CCG
1158
Chatham Capital Group
Georgia
$252K – – –
VCM
1159
Vigilant Capital Management
Maine
$251K – – –
GI
1160
Gradient Investments
Minnesota
$248K -$105K -1,496 -30%
KJWM
1161
Kiley Juergens Wealth Management
Washington
$248K +$248K +3,535 New
PPCM
1162
Pillar Pacific Capital Management
California
$245K +$17.5K +249 +8%
CAM
1163
Claret Asset Management
Quebec, Canada
$244K +$244K +3,473 New
FMC
1164
First Merchants Corp
Indiana
$239K – – –
BCM
1165
BTR Capital Management
California
$237K – – –
PP
1166
Patten & Patten
Tennessee
$236K -$7.03K -100 -3%
LIM
1167
Leavell Investment Management
Alabama
$236K – – –
AOWM
1168
Alpha Omega Wealth Management
Virginia
$235K -$121K -1,723 -34%
FNBSF
1169
First National Bank Sioux Falls
South Dakota
$234K – – –
CCB
1170
Cutter & Co Brokerage
Missouri
$233K -$72.6K -1,032 -24%
ECAM
1171
East Coast Asset Management
Massachusetts
$232K -$124K -1,761 -35%
BFO
1172
Biltmore Family Office
North Carolina
$232K +$232K +3,294 New
BRM
1173
Boston Research & Management
Massachusetts
$231K – – –
OFS
1174
Orrstown Financial Services
Pennsylvania
$231K – – –
PP
1175
PrairieView Partners
Minnesota
$231K +$231K +3,291 New
45 46
47
48 49