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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 %
CIA
426
Capital Investment Advisors
Georgia
$4.67M -$20.3K -299 -0.4%
CGA
427
Crescent Grove Advisors
Illinois
$4.65M +$147K +2,161 +3%
PAS
428
Partnervest Advisory Services
California
$4.64M +$85.9K +1,264 +2%
BFC
429
Blue Fin Capital
Rhode Island
$4.61M – – –
GRP
430
Global Retirement Partners
California
$4.53M -$196K -2,888 -4%
MCM
431
Murphy Capital Management
New Jersey
$4.46M +$127K +1,866 +3%
Capital Fund Management (CFM)
432
Capital Fund Management (CFM)
France
$4.43M +$4.43M +65,167 New
JA
433
JOYN Advisors
Georgia
$4.41M -$94.9K -1,396 -2%
MFW
434
Mosaic Family Wealth
Missouri
$4.37M -$1.27M -20,294 -23%
SSWM
435
Smith Salley Wealth Management
North Carolina
$4.35M -$1.02M -15,049 -19%
NAM
436
NTV Asset Management
West Virginia
$4.33M -$316K -4,650 -7%
ABC
437
Associated Banc-Corp
Wisconsin
$4.3M +$47.9K +705 +1%
IIC
438
Integrated Investment Consultants
Michigan
$4.24M -$92.5K -1,360 -2%
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$4.23M – – –
BTNA
440
Bremer Trust National Association
Minnesota
$4.22M +$34.9K +513 +0.8%
ACP
441
Aveo Capital Partners
Colorado
$4.21M -$254 -4 -0%
EWA
442
EP Wealth Advisors
California
$4.17M +$1.55M +22,789 +59%
SJIM
443
St. Johns Investment Management
Florida
$4.16M -$397K -5,843 -9%
NA
444
NewEdge Advisors
Louisiana
$4.15M -$162K -2,383 -4%
AP
445
Appleton Partners
Massachusetts
$4.15M -$18.6K -273 -0.4%
SIAM
446
Sterling Investment Advisors (Missouri)
Missouri
$4.14M -$29.4K -433 -0.7%
MWM
447
Merriman Wealth Management
Washington
$4.14M +$4.14M +60,816 New
CCWA
448
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.08M -$207K -3,048 -5%
FC
449
Forte Capital
New York
$4.07M +$52.4K +770 +1%
Canada Life
450
Canada Life
Manitoba, Canada
$4.04M +$112K +1,641 +3%
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