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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
451
1832 Asset Management
Ontario, Canada
$4.34M -$1.23M -19,299 -22%
JFG
452
JMG Financial Group
Illinois
$4.34M -$3.83K -59 -0.1%
JWM
453
Janiczek Wealth Management
Colorado
$4.33M -$3.91M – –
FIB
454
First Interstate Bank
Montana
$4.32M -$169K -2,609 -4%
MFW
455
Mosaic Family Wealth
Missouri
$4.32M -$85.8K -1,323 -2%
DY
456
Dowling & Yahnke
California
$4.31M -$138K -2,133 -3%
CIA
457
Capital Investment Advisors
Georgia
$4.28M -$92.9K -1,433 -2%
TL
458
TrueWealth LLC
Georgia
$4.27M -$12.6K -195 -0.3%
WCWM
459
Wooster Corthell Wealth Management
Connecticut
$4.25M -$131K -2,025 -3%
ATC
460
Argent Trust Co
Tennessee
$4.24M +$424K +6,539 +11%
PWM
461
Perigon Wealth Management
California
$4.22M +$296K +4,471 +8%
SFS
462
Sowell Financial Services
Arkansas
$4.2M +$114K +1,754 +3%
GSIS
463
Global Strategic Investment Solutions
Arizona
$4.2M – – –
HPC
464
HM Payson & Co
Maine
$4.14M +$4.12M +63,592 +25,437%
SSWM
465
Smith Salley Wealth Management
North Carolina
$4.11M -$60.6K -934 -1%
AGA
466
Arkos Global Advisors
Texas
$4.09M -$1.1M -16,968 -21%
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$4.09M -$230K -3,549 -5%
NPT
468
Nixon Peabody Trust
Massachusetts
$4.08M -$309K -4,761 -7%
CL
469
CPWM LLC
Washington
$4.08M -$4.24M -65,291 -51%
PAS
470
Partnervest Advisory Services
California
$4.03M -$134K -2,070 -3%
MWM
471
Mission Wealth Management
California
$4.02M -$236K -3,632 -6%
B
472
Bailard
California
$3.97M -$243K -3,742 -6%
DADC
473
D.A. Davidson & Co
Montana
$3.97M -$355K -5,753 -8%
CCWA
474
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.96M +$10.2K +157 +0.3%
Chevy Chase Trust
475
Chevy Chase Trust
Maryland
$3.96M +$805K +12,064 +26%
17 18
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