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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,286 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 423 increasing their positions, 557 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
29.45%
Holding in Top 10
199
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.69%
% of All Funds
4.56%
New
74
Increased
423
Reduced
557
Closed
66
Calls
$3.63B
Puts
$14.6B
Net Calls
-$10.9B
Net Calls Change
+$685M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$352M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$305M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$214M
5
QIM
Quantitative Investment Management
Virginia
+$210M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.07B
2
BlackRock
BlackRock
New York
-$645M
3
Bank of America
Bank of America
North Carolina
-$521M
4
Ameriprise
Ameriprise
Minnesota
-$474M
5
TF
TIAA FSB
Florida
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
251
Gryphon Financial Partners
Ohio
$12.3M +$340 +5 +0%
FAAS
252
First Allied Advisory Services
California
$12.2M +$1.99M +29,285 +19%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$12M +$422K +6,208 +4%
CMO
254
Covenant Multifamily Offices
Texas
$12M -$9.48M -139,370 -44%
ACM
255
AUA Capital Management
Pennsylvania
$11.8M -$1.53M -22,456 -11%
NA
256
Neuburgh Advisers
California
$11.8M – – –
CWM
257
Circle Wealth Management
New Jersey
$11.8M +$22.6K +333 +0.2%
CG
258
Cutler Group
California
$11.7M -$10M -147,194 -46%
CIP
259
Chartwell Investment Partners
Pennsylvania
$11.6M – – –
SNT
260
Security National Trust
West Virginia
$11.6M +$92.1K +1,355 +0.8%
FBB
261
Fulton Breakefield Broenniman
Maryland
$11.6M -$76.7K -1,128 -0.7%
HPWM
262
Highland Private Wealth Management
Washington
$11.3M +$899K +13,220 +9%
VFA
263
Valeo Financial Advisors
Indiana
$11.2M +$685K +10,981 +7%
BDF
264
Balasa Dinverno & Foltz
$11.2M -$490K -7,203 -4%
GMA
265
Goldstein Munger & Associates
California
$11.1M +$40K +589 +0.4%
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$11M -$96.9K -1,425 -0.9%
SFS
267
Summit Financial Strategies
Ohio
$11M +$376K +5,534 +4%
Federated Hermes
268
Federated Hermes
Pennsylvania
$10.9M +$1.93M +28,400 +21%
CWM
269
Calamos Wealth Management
Illinois
$10.9M -$3.11M -45,804 -22%
PFP
270
Pinnacle Financial Partners
Tennessee
$10.8M -$826K -12,151 -7%
PA
271
Parkside Advisors
California
$10.8M -$50.9K -749 -0.5%
Toronto Dominion Bank
272
Toronto Dominion Bank
Ontario, Canada
$10.7M +$5.42M +79,731 +103%
RWA
273
Ropes Wealth Advisors
Massachusetts
$10.5M -$611K -8,994 -6%
SPIA
274
Steward Partners Investment Advisory
New York
$10.5M +$1.52M +22,289 +17%
PFA
275
Pathway Financial Advisors
Vermont
$10.4M +$9.02M +148,951 +644%
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