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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$980M
4
CI
Cambiar Investors
Colorado
$373M
5
Wells Fargo
Wells Fargo
California
$1.91B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.6B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$404M
3
BlackRock
BlackRock
New York
$4.13B
4
QIM
Quantitative Investment Management
Virginia
$24.7M
5
Bank of America
Bank of America
North Carolina
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Prism Advisors
California
$13.5M -$1.64M -27,930 -11%
CGT
252
Capital Guardian Trust
California
$13.2M +$12M +204,464 +1,055%
Principal Financial Group
253
Principal Financial Group
Iowa
$13.1M -$11.1M -188,300 -46%
JWM
254
JGP Wealth Management
Oregon
$13.1M +$13.1M +222,527 New
PP
255
Palladium Partners
Virginia
$13M +$874K +14,869 +7%
Bessemer Group
256
Bessemer Group
New Jersey
$13M -$16.9M -286,811 -56%
FNT
257
First National Trust
Pennsylvania
$12.9M -$2.69M -45,827 -17%
AL
258
Aspiriant LLC
California
$12.9M +$73.5K +1,250 +0.6%
LW
259
Linscomb Wealth
Texas
$12.8M +$6.59M +112,176 +106%
FWM
260
FFT Wealth Management
Pennsylvania
$12.8M -$587K -9,986 -4%
AIFS
261
A&I Financial Services
Colorado
$12.7M +$380K +6,473 +3%
RWA
262
Ropes Wealth Advisors
Massachusetts
$12.5M +$3.39M +57,720 +37%
CCM
263
Covington Capital Management
California
$12.4M +$701K +11,924 +6%
Nomura Holdings
264
Nomura Holdings
Japan
$12.1M +$9.46M +160,605 +358%
BAAM
265
Baker Avenue Asset Management
California
$12M -$4.9M -83,429 -29%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12M -$96.5K -1,642 -0.8%
SFG
267
SNS Financial Group
Minnesota
$11.9M +$3.31M +56,362 +39%
QCM
268
Quest Capital Management
Texas
$11.7M +$11.7M +199,751 New
AI
269
Accredited Investors
Minnesota
$11.6M +$10.1M +171,298 +665%
NA
270
Neuburgh Advisers
California
$11.6M +$1.34M +22,746 +13%
RT
271
Rockland Trust
Massachusetts
$11.5M +$7.22M +122,758 +169%
CA
272
Cetera Advisors
Colorado
$11.4M -$4.4M -74,902 -28%
VFPI
273
Vantage Financial Partners (Illinois)
Illinois
$11.2M -$2.27M -38,550 -17%
PWAP
274
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$11.2M -$548K -9,316 -5%
WPC
275
Waters Parkerson & Co
Louisiana
$11.2M +$396K +6,735 +4%
9 10
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