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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 %
HFA
1176
Huber Financial Advisors
Illinois
$231K +$231K +3,291 New
AIS
1177
American Investment Services
Massachusetts
$230K -$7.04K -100 -3%
MIC
1178
Meridian Investment Counsel
California
$230K – – –
IAA
1179
Ironsides Asset Advisors
North Carolina
$229K -$215K -3,050 -48%
TAM
1180
Tocqueville Asset Management
New York
$227K -$3.52K -50 -2%
WP
1181
WMS Partners
Maryland
$227K – – –
SCA
1182
Sage Capital Advisors
South Dakota
$227K +$140 +2 +0.1%
FRA
1183
Front Row Advisors
California
$220K +$220K +3,136 New
AAM
1184
Alken Asset Management
United Kingdom
$218K +$4.5K +64 +2%
PIA
1185
Peachtree Investment Advisors
Georgia
$217K – – –
BF
1186
Blankinship & Foster
California
$216K +$2.25K +32 +1%
WBG
1187
Wharton Business Group
Pennsylvania
$214K -$178K -2,534 -45%
LWS
1188
Lucia Wealth Services
California
$211K +$211K +2,999 New
CHA
1189
Carmichael Hill & Associates
Maryland
$210K +$210K +2,980 New
DBT
1190
Dubuque Bank & Trust
Iowa
$208K -$14.7K -210 -7%
AWA
1191
Acorn Wealth Advisors
Michigan
$207K +$207K +2,866 New
AA
1192
Apriem Advisors
California
$205K +$205K +2,912 New
PL
1193
Plancorp LLC
Missouri
$204K – – –
RFM
1194
Royal Fund Management
Florida
$204K +$143K +2,040 +236%
PAM
1195
Peak Asset Management
Colorado
$202K +$202K +2,872 New
JCM
1196
Jacobi Capital Management
Pennsylvania
$190K – – –
YWP
1197
YorkBridge Wealth Partners
New York
$188K -$7.63K -110 -4%
FA
1198
Fortis Advisors
Pennsylvania
$186K +$186K +2,650 New
LYV
1199
Live Your Vision
Pennsylvania
$179K – – –
RAM
1200
Riggs Asset Management
Pennsylvania
$178K -$96.8K -1,378 -35%
46 47
48
49 50