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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 %
NIC
526
Northwest Investment Counselors
Oregon
$2.97M +$8.63K +127 +0.3%
TIM
527
Tortoise Investment Management
New York
$2.97M – – –
BO
528
Bank OZK
Arkansas
$2.97M +$92.5K +1,360 +3%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$2.96M +$15.8K +233 +0.5%
DCM
530
Dearborn Capital Management
Illinois
$2.96M -$287K -4,226 -9%
FIB
531
First Interstate Bank
Montana
$2.96M +$49.8K +733 +2%
IC
532
Intersect Capital
California
$2.96M +$161K +2,371 +6%
RBC
533
Roble Belko & Company
Pennsylvania
$2.95M – – –
Two Sigma Investments
534
Two Sigma Investments
New York
$2.9M +$2.9M +42,600 New
LCM
535
Legato Capital Management
California
$2.88M +$128K +1,884 +5%
ACM
536
Aviance Capital Management
Florida
$2.87M -$409K -6,018 -12%
PA
537
Probity Advisors
Texas
$2.87M -$41.2K -606 -1%
A
538
AdvicePeriod
California
$2.86M -$14.5K -213 -0.5%
NHC
539
Nicholas Hoffman & Company
Georgia
$2.83M -$2.58K -38 -0.1%
CCFCSB
540
Cape Cod Five Cents Savings Bank
Massachusetts
$2.82M -$121K -1,782 -4%
CPO
541
Cerity Partners OCIO
New York
$2.82M +$73.2K +1,076 +3%
SLF
542
Sun Life Financial
Ontario, Canada
$2.81M -$39.2M -576,230 -93%
FPIS
543
Financial Planning & Information Services
Wisconsin
$2.8M -$1.6M -23,516 -36%
OFG
544
Oxford Financial Group
Indiana
$2.79M -$52.6K -773 -2%
IWA
545
Intercontinental Wealth Advisors
Texas
$2.78M +$66.6K +980 +2%
CCA
546
Checchi Capital Advisers
California
$2.78M -$47.9K -705 -2%
AB
547
AT Bancorp
Iowa
$2.77M – – –
MMA
548
Miracle Mile Advisors
California
$2.77M +$2.77M +40,663 New
EARNEST Partners
549
EARNEST Partners
Georgia
$2.72M – – –
PWPS
550
Pinnacle Wealth Planning Services
Ohio
$2.71M -$57.2K -842 -2%
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