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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 %
GAM
326
Gould Asset Management
California
$7.63M – – –
PCIG
327
Partners Capital Investment Group
Massachusetts
$7.61M -$2.59M -38,064 -25%
LFWA
328
LBJ Family Wealth Advisors
Texas
$7.59M – – –
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$7.55M -$10.2K -150 -0.1%
PW
330
Price Wealth
Texas
$7.5M – – –
CWM
331
Confluence Wealth Management
Oregon
$7.49M -$81.4K -1,197 -1%
RJT
332
Raymond James Trust
Florida
$7.48M +$71.1K +1,046 +1%
JG
333
Jefferies Group
New York
$7.46M -$9.67M -142,256 -56%
CM
334
Cornerstone Management
Georgia
$7.46M +$1.81M +26,650 +32%
FWIA
335
Fort Washington Investment Advisors
Ohio
$7.34M +$6.12M +90,073 +506%
CIM
336
Cambria Investment Management
California
$7.3M -$181K -2,657 -2%
PNC
337
Park National Corp
Ohio
$7.23M -$960K -14,117 -12%
BA
338
Bristlecone Advisors
Washington
$7.19M -$28.6K -420 -0.4%
LW
339
Linscomb Wealth
Texas
$7.18M -$321K -4,723 -4%
PAI
340
Pittenger & Anderson Inc
Nebraska
$7.17M +$347K +5,104 +5%
LFAS
341
Level Four Advisory Services
Texas
$7.13M -$110K -1,622 -2%
ST
342
Sageworth Trust
Pennsylvania
$7.13M -$36.7K -540 -0.5%
SHWM
343
Smith & Howard Wealth Management
Georgia
$7.09M +$138K +2,034 +2%
CPIG
344
Chicago Partners Investment Group
Illinois
$7.08M +$593K +9,679 +9%
WTC
345
WhitTier Trust Company
Nevada
$7.02M +$293K +4,316 +4%
AW
346
Alpha Windward
Massachusetts
$7M +$52.3K +769 +0.8%
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
$6.97M +$603K +8,864 +9%
F
348
Filament
Washington
$6.93M +$68 +1 +0%
BRWM
349
B. Riley Wealth Management
Tennessee
$6.87M +$6.87M +101,063 New
AWM
350
AE Wealth Management
Kansas
$6.83M +$5.87M +86,348 +615%
12 13
14
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