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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 %
FCBT
476
First Citizens Bank & Trust
North Carolina
$3.98M -$247K -4,195 -6%
WCWM
477
Wooster Corthell Wealth Management
Connecticut
$3.97M +$3.97M +67,489 New
CIA
478
Capital Investment Advisors
Georgia
$3.96M -$81.4K -1,385 -2%
SEI Investments
479
SEI Investments
Pennsylvania
$3.96M +$1.16M +19,189 +42%
JFG
480
JMG Financial Group
Illinois
$3.93M +$1.85M +31,445 +89%
TSS
481
Two Sigma Securities
New York
$3.92M +$3.72M +63,341 +1,861%
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$3.92M -$812K -13,810 -17%
JWM
483
Janiczek Wealth Management
Colorado
$3.91M -$281K – –
TL
484
TrueWealth LLC
Georgia
$3.88M -$3.32M -56,518 -46%
MWM
485
Mission Wealth Management
California
$3.86M -$629K -10,701 -14%
B
486
Bailard
California
$3.82M -$264K -4,487 -6%
GSIS
487
Global Strategic Investment Solutions
Arizona
$3.8M +$3.8M +64,719 New
SSWM
488
Smith Salley Wealth Management
North Carolina
$3.78M +$23.5K +399 +0.6%
BAM
489
Burgundy Asset Management
Ontario, Canada
$3.78M +$3.78M +64,340 New
PAS
490
Partnervest Advisory Services
California
$3.78M -$240K -4,081 -6%
BCM
491
Bluefin Capital Management
New York
$3.77M +$1.85M +31,500 +97%
BCM
492
Boltwood Capital Management
California
$3.75M +$2.97M +50,490 +380%
SMC
493
Smith, Moore & Co
Missouri
$3.74M -$330K -5,608 -8%
William Blair Investment Management
494
William Blair Investment Management
Illinois
$3.72M +$3.72M +63,298 New
SFS
495
Sowell Financial Services
Arkansas
$3.7M +$3.7M +62,993 New
CASB
496
Cape Ann Savings Bank
Massachusetts
$3.69M +$822K +13,106 +29%
PWM
497
Perigon Wealth Management
California
$3.69M +$284K +4,575 +8%
SC
498
SouthState Corp
Florida
$3.67M -$1.19M -20,259 -24%
BHWM
499
Bar Harbor Wealth Management
New Hampshire
$3.67M -$433K -7,373 -11%
Loomis, Sayles & Company
500
Loomis, Sayles & Company
Massachusetts
$3.66M – – –
18 19
20
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