EFA icon

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
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
326
Chicago Partners Investment Group
Illinois
$8.54M +$1.44M +23,364 +20%
UBG
327
United Bank (Georgia)
Georgia
$8.49M +$927K +15,771 +12%
BWM
328
Brickley Wealth Management
California
$8.47M +$86.8K +1,476 +1%
CCM
329
Coldstream Capital Management
Washington
$8.39M +$6.24M +106,135 +290%
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$8.35M -$506K -8,615 -6%
FFA
331
Fragasso Financial Advisors
Pennsylvania
$8.33M -$290K -4,937 -3%
VWM
332
Venturi Wealth Management
Texas
$8.32M +$8.32M +143,113 New
CBB
333
Citizens Business Bank
California
$8.3M +$5.39M +91,717 +185%
PFM
334
Phillips Financial Management
Indiana
$8.23M -$167K -2,833 -2%
CWM
335
Circle Wealth Management
New Jersey
$8.14M -$2.04M -34,750 -20%
MG
336
McCutchen Group
Washington
$8.08M -$349K -5,946 -4%
NS
337
NewDay Solutions
New Hampshire
$8.02M +$8.02M +136,496 New
LGWM
338
Litman Gregory Wealth Management
California
$7.98M +$3.44M +58,563 +76%
Grantham, Mayo, Van Otterloo & Co (GMO)
339
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.88M +$7.32M +124,477 +1,312%
FBA
340
Front Barnett Associates
Illinois
$7.8M -$386K -6,571 -5%
BBHC
341
Brown Brothers Harriman & Co
New York
$7.76M -$257K -4,369 -3%
BRWM
342
B. Riley Wealth Management
Tennessee
$7.63M +$1.69M +28,695 +28%
TC
343
Telemus Capital
Michigan
$7.6M +$2.73M +46,385 +56%
CIM
344
CIM Investment Management
Pennsylvania
$7.56M +$707K +12,031 +10%
ANB
345
Amarillo National Bank
Texas
$7.56M +$55.3K +941 +0.7%
CL
346
CPWM LLC
Washington
$7.54M +$6.1M +103,829 +426%
TAM
347
Tyers Asset Management
Texas
$7.48M +$865K +14,718 +13%
BCA
348
Bray Capital Advisors
Florida
$7.46M +$2.48M +42,131 +50%
WCG
349
Wall Capital Group
Arizona
$7.46M -$34.3K -583 -0.5%
PWAC
350
Private Wealth Advisors (California)
California
$7.36M +$7.36M +125,228 New
12 13
14
15 16