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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
226
Sentinel Trust
Texas
$15.6M +$10.7M +164,649 +217%
PA
227
Prism Advisors
California
$15.6M +$683K +10,530 +5%
BJL
228
Brighton Jones LLC
Washington
$15.5M -$92.8K -1,431 -0.6%
UCFA
229
United Capital Financial Advisors
Texas
$15.4M -$6.01M -92,725 -28%
MGIA
230
Moneta Group Investment Advisors
Missouri
$15.4M -$1.4M -21,594 -8%
GG
231
Gofen & Glossberg
Illinois
$15.1M -$95.1K -1,466 -0.6%
PAG
232
Private Advisor Group
New Jersey
$15M -$2.06M -31,773 -12%
EA
233
Efficient Advisors
Ohio
$14.9M -$476K -7,335 -3%
DCM
234
Dimension Capital Management
Florida
$14.5M -$497K -7,669 -3%
CTA
235
Chesley Taft & Associates
Illinois
$14.5M -$1.03M -15,819 -7%
VFPI
236
Vantage Financial Partners (Illinois)
Illinois
$14.3M +$2.1M +32,849 +17%
BFPW
237
BOK Financial Private Wealth
Colorado
$14.2M -$2.6M -40,154 -15%
FWM
238
FFT Wealth Management
Pennsylvania
$14.2M +$129K +1,983 +0.9%
PP
239
Palladium Partners
Virginia
$14.1M -$268K -4,138 -2%
CBT
240
Central Bank & Trust
Kentucky
$14.1M +$12M +185,146 +571%
EVM
241
Evelyn V. Moreno
$14M -$2.98M -45,985 -18%
CA
242
Clearstead Advisors
Ohio
$14M -$2.13M -32,855 -13%
FNT
243
First National Trust
Pennsylvania
$13.8M -$448K -6,906 -3%
CWM
244
Confluence Wealth Management
Oregon
$13.6M +$2.3M +35,476 +20%
DWM
245
Dakota Wealth Management
Florida
$13.5M -$1.73M -26,696 -11%
PFP
246
Pinnacle Financial Partners
Tennessee
$13.5M +$3.96M +61,083 +42%
I
247
IberiaBank
Louisiana
$13.4M -$2.55M -39,337 -16%
CCM
248
Covington Capital Management
California
$13.2M -$529K -8,158 -4%
BAAM
249
Baker Avenue Asset Management
California
$13M -$244K -3,757 -2%
AI
250
Accredited Investors
Minnesota
$12.8M +$44.6K +688 +0.3%
8 9
10
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