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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 %
IFAM
301
Institutional & Family Asset Management
Colorado
$8.95M -$76.2K -1,120 -0.8%
FWCM
302
Ferguson Wellman Capital Management
Oregon
$8.87M -$247K -3,634 -3%
PWM
303
Paulson Wealth Management
Illinois
$8.83M +$2.1M +33,353 +31%
CCM
304
Cribstone Capital Management
Maine
$8.78M +$189K +2,775 +2%
UBG
305
United Bank (Georgia)
Georgia
$8.75M +$471K +6,934 +6%
ANB
306
Amarillo National Bank
Texas
$8.67M -$541K -7,959 -6%
WCG
307
Wall Capital Group
Arizona
$8.67M -$608K -8,939 -7%
RFO
308
RiverGlades Family Offices
Florida
$8.47M +$99.3K +1,461 +1%
HHMI
309
Howard Hughes Medical Institute
Maryland
$8.43M -$49.3M -725,000 -85%
SLT
310
St Louis Trust
Missouri
$8.4M – – –
BOTW
311
Bank of the West
California
$8.37M -$1.36M -20,064 -14%
CCT
312
Chemung Canal Trust
New York
$8.36M -$1.8M -26,507 -18%
TL
313
TrueWealth LLC
Georgia
$8.33M +$1.49M +21,969 +22%
FMBTD
314
First Midwest Bank Trust Division
Illinois
$8.31M -$258K -3,789 -3%
BAM
315
Barrett Asset Management
New York
$8.24M +$11.2K +165 +0.1%
EDRIA
316
Edmonds Duncan Registered Investment Advisors
Kansas
$8.22M -$2.04M -29,977 -20%
EHPM
317
Emery Howard Portfolio Management
California
$8.18M – – –
FMT
318
First Mercantile Trust
Tennessee
$8.1M +$540K +7,949 +7%
WAG
319
Winthrop Advisory Group
Massachusetts
$8.09M -$3.01M -44,318 -27%
CIM
320
CIM Investment Management
Pennsylvania
$7.93M -$152K -2,238 -2%
LNC
321
Lincoln National Corp
Pennsylvania
$7.76M +$418K +6,151 +6%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$7.75M +$434K +6,376 +6%
WB
323
Webster Bank
Connecticut
$7.74M -$87.1K -1,281 -1%
NIM
324
Northeast Investment Management
Massachusetts
$7.7M -$87.3K -1,284 -1%
TAM
325
Tyers Asset Management
Texas
$7.65M – – –
11 12
13
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