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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 %
CWM
501
CCG Wealth Management
California
$3.63M +$3.63M +61,718 New
CCWA
502
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.58M +$59.1K +1,005 +2%
FPS
503
Fieldpoint Private Securities
Connecticut
$3.58M +$1.49M +25,324 +71%
JA
504
JOYN Advisors
Georgia
$3.57M -$246K -4,187 -6%
SIAM
505
Sterling Investment Advisors (Missouri)
Missouri
$3.56M -$16.6K -283 -0.5%
MFW
506
Meristem Family Wealth
Minnesota
$3.56M +$2.1M +35,644 +143%
MLFP
507
MPS Loria Financial Planners
Illinois
$3.56M +$843K +14,340 +31%
IA
508
IFP Advisors
Florida
$3.55M -$1.06M -18,119 -23%
MCM
509
Manchester Capital Management
Vermont
$3.54M – – –
GRP
510
Global Retirement Partners
California
$3.49M -$426K -7,253 -11%
TFF
511
The Family Firm
Maryland
$3.47M -$15.6K -266 -0.4%
SWA
512
Stratos Wealth Advisors
Ohio
$3.47M +$3.47M +59,032 New
ACP
513
Aveo Capital Partners
Colorado
$3.47M -$432K -7,349 -11%
ATC
514
Argent Trust Co
Tennessee
$3.46M +$1.72M +29,290 +99%
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.46M +$3.46M +58,865 New
N
516
Natixis
France
$3.44M -$67.9M -1,155,228 -95%
B
517
Barings
North Carolina
$3.44M -$11.8K -200 -0.3%
PMG
518
ProVise Management Group
Florida
$3.43M -$43.1K -733 -1%
CIS
519
Connors Investor Services
Pennsylvania
$3.43M +$12.3K +210 +0.4%
KP
520
Keel Point
Alabama
$3.43M +$2.25M +38,318 +192%
JF
521
JSF Financial
California
$3.4M +$3.4M +57,889 New
NFG
522
Next Financial Group
Texas
$3.39M +$3.11M +52,963 +1,142%
GBT
523
Grove Bank & Trust
Florida
$3.39M -$2.19M -37,306 -39%
WAG
524
Winthrop Advisory Group
Massachusetts
$3.38M -$3.61M -61,436 -52%
CFMC
525
Curbstone Financial Management Corp
New Hampshire
$3.35M -$64.7K -1,100 -2%
19 20
21
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