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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
$2.18B
2
Ameriprise
Ameriprise
Minnesota
$1.94B
3
Northern Trust
Northern Trust
Illinois
$2.13B
4
Goldman Sachs
Goldman Sachs
New York
$2.57B
5
BlackRock
BlackRock
New York
$6.99B

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.59M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$716M
3
Citigroup
Citigroup
New York
$214M
4
FTUS
Flow Traders U.S.
New York
$0
5
SIM
Sentry Investment Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1251
Peddock Capital Advisors
Massachusetts
$40K – – –
SFSIG
1252
San Francisco Sentry Investment Group
California
$32K +$32K +450 New
CCMH
1253
Cornerstone Capital Management Holdings
New York
$30K +$30K +438 New
TFA
1254
Toth Financial Advisory
Virginia
$28K +$28K +400 New
TFA
1255
Transamerica Financial Advisors
Florida
$26K +$11.8K +166 +83%
WAS
1256
WESPAC Advisors SoCal
California
$23K +$20.9K +300 +1,000%
MCM
1257
MV Capital Management
Maryland
$22K – – –
BSG
1258
Black Swift Group
Colorado
$22K +$22K +317 New
SWMG
1259
Signature Wealth Management Group
Georgia
$22K +$22K +319 New
NPC
1260
National Planning Corporation
California
$20.9K -$24.3M -345,547 -100%
BC
1261
Barnett & Company
Tennessee
$19K – – –
SHJ
1262
Sharkey, Howes & Javer
Colorado
$19K – – –
MBT
1263
Monroe Bank & Trust
Michigan
$19K +$19K +270 New
FWM
1264
Focused Wealth Management
New York
$18K -$17.7K -258 -50%
LF
1265
Lee Financial
Texas
$17K – – –
ECM
1266
Exchange Capital Management
Michigan
$17K – – –
BRC
1267
Bell Rock Capital
Delaware
$17K +$145 +2 +0.9%
HCM
1268
Highlander Capital Management
New Jersey
$16K – – –
PK
1269
Pflug Koory
Nebraska
$16K – – –
WWM
1270
Willingdon Wealth Management
North Carolina
$14K – – –
BG
1271
Bollard Group
Massachusetts
$14K +$145 +2 +1%
CFG
1272
CKW Financial Group
Hawaii
$11K +$68 +1 +0.6%
POIA
1273
Pin Oak Investment Advisors
Texas
$11K +$11K +150 New
Russell Investments Group
1274
Russell Investments Group
United Kingdom
$7K – – –
ClearBridge Investments
1275
ClearBridge Investments
New York
$7K +$7K +94 New
49 50
51
52 53