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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 %
PH
401
Pinnacle Holdings
Oklahoma
$5.24M – – –
BHIA
402
Birch Hill Investment Advisors
Massachusetts
$5.24M +$88.1K +1,296 +2%
MWM
403
Mission Wealth Management
California
$5.19M -$398K -5,854 -7%
BFS
404
Bradley Foster & Sargent
Connecticut
$5.19M -$950K -13,975 -15%
LBC
405
Lawrence B. Cohen
$5.13M +$377K +5,545 +8%
ATFA
406
All Terrain Financial Advisors
Minnesota
$5.12M +$673K +9,898 +15%
BA
407
BKS Advisors
Michigan
$5.05M +$64K +941 +1%
CIAS
408
Capital Investment Advisory Services
North Carolina
$5.01M +$335K +4,920 +7%
ST
409
Sentinel Trust
Texas
$5M -$16.3K -240 -0.3%
BWA
410
BDO Wealth Advisors
Florida
$4.95M +$196K +2,880 +4%
RT
411
Rockland Trust
Massachusetts
$4.93M +$252K +3,709 +5%
BAM
412
Bruderman Asset Management
New York
$4.9M +$492K +7,241 +11%
FCBT
413
First Citizens Bank & Trust
North Carolina
$4.88M +$139K +2,039 +3%
SIC
414
Sigma Investment Counselors
Michigan
$4.87M -$152K -2,231 -3%
NB
415
NBT Bank
New York
$4.87M -$226K -3,326 -4%
RWP
416
RWA Wealth Partners
Massachusetts
$4.84M -$495K -7,275 -9%
CC
417
Chanos & Company
New York
$4.83M +$1.23M +18,046 +34%
MMHP
418
Murphy Middleton Hinkle & Parker
Georgia
$4.79M -$35.4K -520 -0.7%
DWT
419
Dorsey & Whitney Trust
South Dakota
$4.79M – – –
WC
420
Whitnell & Co
Illinois
$4.79M +$460K +6,766 +11%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$4.75M -$156K -2,300 -3%
B
422
Bailard
California
$4.72M +$297K +4,375 +7%
SMC
423
Smith, Moore & Co
Missouri
$4.7M +$360K +5,295 +8%
PA
424
Pinnacle Associates
New York
$4.69M +$93.2K +1,371 +2%
DY
425
Dowling & Yahnke
California
$4.68M -$11.7K -172 -0.2%
15 16
17
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