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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
351
Sargent Bickham Lagudis
Colorado
$7.13M -$1.68M -25,738 -19%
TNBTD
352
Trustmark National Bank Trust Department
Mississippi
$7.08M -$621K -9,518 -8%
Schroder Investment Management Group
353
Schroder Investment Management Group
United Kingdom
$7.03M -$20.2M -310,925 -74%
GAM
354
Gould Asset Management
California
$7.01M -$138K -2,120 -2%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$6.99M -$51.7K -793 -0.7%
VCM
356
Vivaldi Capital Management
Illinois
$6.91M -$748K -11,469 -10%
BFM
357
Boston Financial Management
Massachusetts
$6.9M -$273K -4,191 -4%
WTC
358
WhitTier Trust Company
Nevada
$6.9M +$177K +2,716 +3%
TWM
359
Tolleson Wealth Management
Texas
$6.84M +$6.84M +104,940 New
GC
360
Guardian Capital
Ontario, Canada
$6.83M +$932K +14,300 +16%
FSC
361
Full Sail Capital
Oklahoma
$6.81M +$873K +12,816 +15%
SFG
362
Summit Financial Group
West Virginia
$6.65M -$275K -4,222 -4%
HSA
363
HBK Sorce Advisory
Pennsylvania
$6.64M +$253K +3,875 +4%
MBT
364
Montecito Bank & Trust
California
$6.6M -$1.12M -17,209 -15%
ECM
365
ETrade Capital Management
Virginia
$6.6M +$273K +4,182 +4%
WA
366
Waverly Advisors
Alabama
$6.6M -$159K -2,431 -2%
RCM
367
Riverhead Capital Management
Delaware
$6.59M – – –
ST
368
Sageworth Trust
Pennsylvania
$6.59M -$26.7K -410 -0.4%
KP
369
Keel Point
Alabama
$6.54M +$1.23M +18,883 +23%
AL
370
Aspiriant LLC
California
$6.53M -$441K -6,756 -6%
LFAS
371
Level Four Advisory Services
Texas
$6.52M -$201K -3,079 -3%
TNB
372
TCF National Bank
South Dakota
$6.48M +$6.48M +99,433 New
CT
373
Coastline Trust
Rhode Island
$6.43M -$2.22K -34 -0%
CWG
374
Cornerstone Wealth Group
North Carolina
$6.41M +$771K +11,827 +14%
RWA
375
River Wealth Advisors
Pennsylvania
$6.41M +$135K +2,063 +2%
13 14
15
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