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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 %
UBG
301
United Bank (Georgia)
Georgia
$9.58M +$209K +3,228 +2%
MM
302
Main Management
California
$9.55M -$1.03M -15,923 -10%
FMWA
303
Forvis Mazars Wealth Advisors
Missouri
$9.54M -$267K -4,113 -3%
UR
304
USCA RIA
Texas
$9.52M +$4.03M +62,076 +73%
FBB
305
Fulton Breakefield Broenniman
Maryland
$9.5M -$229K -3,534 -2%
BWM
306
Brickley Wealth Management
California
$9.34M – – –
AI
307
Atria Investments
North Carolina
$9.28M -$23.9M -368,707 -72%
FNBOSM
308
First National Bank of South Miami
Florida
$9.16M -$102K -1,570 -1%
PFM
309
Phillips Financial Management
Indiana
$9.07M -$133K -2,031 -1%
MG
310
McCutchen Group
Washington
$8.97M +$54.4K +838 +0.6%
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$8.94M -$268K -4,139 -3%
CCM
312
Coldstream Capital Management
Washington
$8.86M -$399K -6,151 -4%
LGWM
313
Litman Gregory Wealth Management
California
$8.86M +$47.5K +732 +0.5%
SBL
314
Sargent Bickham Lagudis
Colorado
$8.82M -$735K -11,331 -8%
FCI
315
Financial Counselors Inc
Kansas
$8.68M -$1.06M -16,397 -11%
BCA
316
Bray Capital Advisors
Florida
$8.64M +$405K +6,250 +5%
FBA
317
Front Barnett Associates
Illinois
$8.63M +$16.5K +255 +0.2%
PWAC
318
Private Wealth Advisors (California)
California
$8.53M +$412K +6,350 +5%
PAI
319
Pittenger & Anderson Inc
Nebraska
$8.49M +$376K +5,794 +5%
TAM
320
Tyers Asset Management
Texas
$8.28M +$24.3K +374 +0.3%
WCG
321
Wall Capital Group
Arizona
$8.23M – – –
BBHC
322
Brown Brothers Harriman & Co
New York
$8.22M -$336K -5,174 -4%
PFA
323
Pathway Financial Advisors
Vermont
$8.22M -$2.93M -45,230 -26%
RWA
324
Ropes Wealth Advisors
Massachusetts
$8.16M -$5.58M -86,014 -41%
MBT
325
Montecito Bank & Trust
California
$8.07M -$2.71M -41,717 -25%
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