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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 %
TNBTD
351
Trustmark National Bank Trust Department
Mississippi
$7.36M -$816K -13,881 -10%
PAI
352
Pittenger & Anderson Inc
Nebraska
$7.36M +$1.16M +19,724 +19%
NB
353
Nicolet Bankshares
Wisconsin
$7.35M +$2.07M +35,245 +39%
DT
354
Diversified Trust
Tennessee
$7.33M -$409K -6,960 -5%
FWCM
355
Ferguson Wellman Capital Management
Oregon
$7.31M -$354K -6,031 -5%
HHMI
356
Howard Hughes Medical Institute
Maryland
$7.29M – – –
SIA
357
Strategic Investment Advisors
Michigan
$7.2M +$7.2M +122,483 New
RJT
358
Raymond James Trust
Florida
$7.1M +$633K +10,769 +10%
BO
359
Bach Option
Hong Kong
$7.09M +$5.54M +94,379 +358%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$7.04M -$9.58M -162,970 -58%
EHPM
361
Emery Howard Portfolio Management
California
$7.03M -$37.3K -634 -0.5%
VCM
362
Vivaldi Capital Management
Illinois
$6.9M +$6.06M +103,122 +722%
WA
363
Waverly Advisors
Alabama
$6.86M +$5.6M +95,360 +448%
JT
364
Jump Trading
Illinois
$6.8M +$5.04M +85,723 +287%
CIA
365
Choate Investment Advisors
Massachusetts
$6.79M +$6.79M +115,536 New
RC
366
Rinet Company
Massachusetts
$6.74M +$3.87M +65,819 +135%
FMT
367
First Mercantile Trust
Tennessee
$6.74M -$261K -4,442 -4%
LFAS
368
Level Four Advisory Services
Texas
$6.71M +$543K +9,245 +9%
IFAM
369
Institutional & Family Asset Management
Colorado
$6.7M -$1.04M -17,654 -13%
LFWA
370
LBJ Family Wealth Advisors
Texas
$6.63M +$68.7K +1,168 +1%
CCM
371
Cribstone Capital Management
Maine
$6.61M -$982K -16,710 -13%
CWM
372
Concentric Wealth Management
California
$6.6M +$1.18M +20,047 +22%
AWM
373
Alterna Wealth Management
Texas
$6.57M +$6.57M +100,690 New
WB
374
Webster Bank
Connecticut
$6.53M -$169K -2,867 -3%
PGFC
375
Peapack-Gladstone Financial Corp
New Jersey
$6.52M -$13.3K -226 -0.2%
13 14
15
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