EFA icon

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 %
BFM
351
Boston Financial Management
Massachusetts
$6.81M -$148K -2,174 -2%
CAL
352
Capital Advisors Ltd
Ohio
$6.77M -$126K -1,847 -2%
CG
353
Caprock Group
Idaho
$6.74M +$38.3K +563 +0.6%
HSA
354
HBK Sorce Advisory
Pennsylvania
$6.56M -$466K -6,859 -7%
ACM
355
Ashford Capital Management
Delaware
$6.54M -$1.05M -15,461 -14%
SS
356
Simplicity Solutions
Minnesota
$6.48M +$5.49M +80,762 +555%
RSVP
357
Ramsay Stattman Vela & Price
Colorado
$6.48M +$42.6K +626 +0.7%
GBT
358
Grove Bank & Trust
Florida
$6.45M -$26.9K -396 -0.4%
GWA
359
Guidant Wealth Advisors
Illinois
$6.44M -$16.4K -314 -0.3%
CT
360
Coastline Trust
Rhode Island
$6.42M -$16K -235 -0.2%
SC
361
Scotia Capital
Ontario, Canada
$6.29M +$891K +13,101 +16%
VFA
362
Voya Financial Advisors
Connecticut
$6.29M -$164K -2,386 -3%
CWM
363
Concentric Wealth Management
California
$6.27M -$1.02K -15 -0%
RCM
364
Riverhead Capital Management
Delaware
$6.14M – – –
RMDI
365
R.M. Davis Inc
Maine
$6.12M -$884 -13 -0%
NB
366
Nicolet Bankshares
Wisconsin
$6.1M +$345K +5,073 +6%
BIM
367
Bridgecreek Investment Management
Oklahoma
$6.06M -$85K -1,250 -1%
FAM
368
Foresters Asset Management
Ontario, Canada
$6.03M +$454K +5,200 +8%
WPW
369
Waldron Private Wealth
Pennsylvania
$6.03M +$2.41M +35,391 +66%
FCFC
370
First Commonwealth Financial Corp
Pennsylvania
$6.03M +$6.03M +88,671 New
LNB
371
Ledyard National Bank
$6.03M -$9.18K -135 -0.2%
ECM
372
ETrade Capital Management
Virginia
$5.99M +$196K +2,886 +3%
Invesco
373
Invesco
Georgia
$5.98M +$3.99M +58,653 +200%
AIM
374
Acropolis Investment Management
Missouri
$5.98M -$125K -1,843 -2%
Geode Capital Management
375
Geode Capital Management
Massachusetts
$5.98M -$6.23M – –
13 14
15
16 17