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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 %
SP
1276
SWS Partners
Ohio
$6K +$6K +91 New
SPI
1277
Santori & Peters Inc
Pennsylvania
$6K +$6K +100 New
LGWM
1278
Litman Gregory Wealth Management
California
$5.98K +$337 +4,796 +6%
PCG
1279
Private Capital Group
Connecticut
$5.13K +$5.13K +73,018 New
SFG
1280
SevenBridge Financial Group
Pennsylvania
$5K – – –
MWM
1281
MinichMacGregor Wealth Management
New York
$5K – – –
AAP
1282
Arax Advisory Partners
Colorado
$5K +$66 +1 +1%
SWA
1283
Sutton Wealth Advisors
Florida
$4.43K – – –
CMBA
1284
C.M. Bidwell & Associates
Hawaii
$4K +$4K +60 New
SIM
1285
Sonora Investment Management
Arizona
$3.38K +$3.38K +48 New
BBPWM
1286
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
PSC
1287
Prentiss Smith & Co
Vermont
$3K – – –
SIS
1288
Sound Income Strategies
Florida
$3K +$3K +40 New
Kovitz Investment Group Partners
1289
Kovitz Investment Group Partners
Illinois
$1.5K +$432 +6,143 +41%
HIM
1290
Hillsdale Investment Management
Ontario, Canada
$1K – – –
HS
1291
Horan Securities
United States
$1K +$1K +10 New
FA
1292
Fagan Associates
New York
$763 +$763 +10,849 New
ED
1293
Exane Derivatives
France
$422 – – –
Walleye Trading
1294
Walleye Trading
New York
$319 +$319 +4,540 New
CCT
1295
Capital City Trust
Florida
$253 -$40 -567 -14%
FTUS
1296
Flow Traders U.S.
New York
– -$112M -1,631,797 Closed
SIM
1297
Sentry Investment Management
Wisconsin
– -$78.1M -1,139,864 Closed
OMC
1298
Old Mission Capital
Illinois
– -$73.5M -1,072,588 Closed
FIM
1299
Freedom Investment Management
Connecticut
– -$39.8M -580,548 Closed
NI
1300
Numeric Investors
Massachusetts
– -$37.3M -544,600 Closed
50 51
52
53 54