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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 %
WPA
276
Winning Points Advisors
Florida
$10.4M +$748K +11,000 +8%
PCM
277
Perritt Capital Management
Illinois
$10.3M +$9.18K +135 +0.1%
WAM
278
Wealthspire Advisors (Maryland)
Maryland
$10.2M +$69.4K +1,021 +0.7%
UR
279
USCA RIA
Texas
$10.2M -$42.2K -620 -0.4%
Public Sector Pension Investment Board (PSP Investments)
280
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.2M -$44.1M -649,000 -81%
NSLI
281
Nan Shan Life Insurance
Taiwan
$10.1M +$5.01M +73,746 +98%
IF
282
Ironwood Financial
Arizona
$10M +$264K +3,890 +3%
WB
283
Wilks Brothers
Texas
$9.99M – – –
SFG
284
SNS Financial Group
Minnesota
$9.92M -$235K -3,455 -2%
CRC
285
Curi RMB Capital
Illinois
$9.82M +$3.84M +56,508 +64%
SIC
286
Shoker Investment Counsel
Ohio
$9.79M -$191K -2,803 -2%
MG
287
McCutchen Group
Washington
$9.75M – – –
FCM
288
Flinton Capital Management
Pennsylvania
$9.74M – – –
PFM
289
Phillips Financial Management
Indiana
$9.73M -$1.12M -16,516 -10%
FCI
290
Financial Counselors Inc
Kansas
$9.72M -$84.4M -1,241,309 -90%
BWM
291
Brickley Wealth Management
California
$9.7M – – –
SPC
292
Salient Private Client
Texas
$9.6M -$1.53M -22,498 -14%
UBS AM
293
UBS AM
Illinois
$9.53M -$388K -5,713 -4%
FBA
294
Front Barnett Associates
Illinois
$9.47M +$122K +1,790 +1%
TNBTD
295
Trustmark National Bank Trust Department
Mississippi
$9.45M -$2.8M -41,215 -23%
MC
296
Martin & Co
Tennessee
$9.43M -$115K -1,695 -1%
PSUF
297
People's United Financial
Connecticut
$9.4M +$456K +6,726 +5%
BBHC
298
Brown Brothers Harriman & Co
New York
$9.27M -$279K -4,102 -3%
FFA
299
Fragasso Financial Advisors
Pennsylvania
$9.15M -$7.79M -124,874 -46%
DT
300
Diversified Trust
Tennessee
$8.96M -$253K -3,724 -3%
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