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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 %
BOH
501
Bank of Hawaii
Hawaii
$3.27M -$365K -5,370 -10%
NEGWA
502
New England Guild Wealth Advisors
Connecticut
$3.25M – – –
PC
503
Premise Capital
Illinois
$3.24M -$1.74M -25,539 -35%
NSIM
504
North Star Investment Management
Illinois
$3.24M +$57.4K +845 +2%
LPT
505
Legacy Private Trust
Wisconsin
$3.24M -$2.72K -40 -0.1%
NGA
506
Naples Global Advisors
Florida
$3.22M -$411K -6,049 -11%
MAM
507
Marquette Asset Management
Minnesota
$3.21M +$131K +1,932 +4%
SSWM
508
Sheets Smith Wealth Management
North Carolina
$3.19M +$10.9K +160 +0.3%
WIA
509
Wealthstreet Investment Advisors
Texas
$3.18M -$12.9K -189 -0.4%
MLFP
510
MPS Loria Financial Planners
Illinois
$3.16M -$35.5K -519 -1%
DC
511
Davenport & Co
Virginia
$3.16M +$1.01M +14,841 +47%
SEI Investments
512
SEI Investments
Pennsylvania
$3.15M -$4.73M -69,387 -60%
GEA
513
Glen Eagle Advisors
New Jersey
$3.14M +$44.9K +660 +1%
AC
514
Abbrea Capital
California
$3.12M -$279K -4,098 -8%
CHC
515
City Holding Co
West Virginia
$3.12M +$63.4K +932 +2%
CASB
516
Cape Ann Savings Bank
Massachusetts
$3.11M +$177K +2,610 +6%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$3.1M +$259K +3,805 +9%
GIA
518
Granite Investment Advisors
New Hampshire
$3.1M +$97.9K +1,440 +3%
PWLP
519
Prio Wealth Limited Partnership
Massachusetts
$3.05M +$8.16K +120 +0.3%
Nomura Holdings
520
Nomura Holdings
Japan
$3.05M -$12.8M -188,104 -81%
CCM
521
Chilton Capital Management
Texas
$3.04M -$88.9K -1,307 -3%
JIP
522
Jaffetilchin Investment Partners
Florida
$3.03M +$2.25M +33,148 +291%
PCP
523
Proficio Capital Partners
Massachusetts
$3.02M -$521K -7,661 -15%
KA
524
Klingman & Associates
New York
$3M – – –
CB
525
Community Bank
New York
$2.99M – – –
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