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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 %
CSIA
526
Charles Schwab Investment Advisory
California
$3.33M -$2.05M -31,645 -38%
AP
527
Appleton Partners
Massachusetts
$3.32M -$88.1K -1,358 -3%
NSIM
528
North Star Investment Management
Illinois
$3.29M +$32.4K +500 +1%
AC
529
Addenda Capital
Quebec, Canada
$3.29M – – –
BFO
530
Biltmore Family Office
North Carolina
$3.27M +$965K +14,880 +42%
MSL
531
Mackay Shields LLC
New York
$3.26M +$3.26M +50,250 New
Wellington Management Group
532
Wellington Management Group
Massachusetts
$3.24M +$1.34M +20,715 +71%
TI
533
Truepoint Inc
Ohio
$3.24M +$97.4K +1,502 +3%
IWA
534
Intercontinental Wealth Advisors
Texas
$3.24M -$133K -2,051 -4%
CA
535
Crewe Advisors
Utah
$3.23M -$296K -4,559 -8%
LFS
536
Lutz Financial Services
Nebraska
$3.2M -$328K -5,051 -9%
AC
537
Alexandria Capital
Virginia
$3.19M -$188K -3,069 -6%
CPO
538
Cerity Partners OCIO
New York
$3.19M +$175K +2,695 +6%
PIM
539
Penobscot Investment Management
Massachusetts
$3.19M -$379K -5,845 -11%
BFC
540
Blue Fin Capital
Rhode Island
$3.18M -$103K -1,581 -3%
NAM
541
NTV Asset Management
West Virginia
$3.18M -$422K -6,500 -12%
SLF
542
Sun Life Financial
Ontario, Canada
$3.17M +$16.2K +250 +0.5%
DP
543
Denver PWM
Colorado
$3.17M -$160K -2,422 -5%
PWP
544
Personal Wealth Partners
Minnesota
$3.16M +$3.16M +48,649 New
HH
545
Hilltop Holdings
Texas
$3.14M +$655K +10,101 +26%
MAM
546
Marquette Asset Management
Minnesota
$3.13M – – –
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$3.13M -$157K -2,413 -5%
SEI Investments
548
SEI Investments
Pennsylvania
$3.12M -$1.13M -17,347 -27%
APG
549
Abacus Planning Group
South Carolina
$3.06M +$191K +2,938 +7%
ACP
550
Aveo Capital Partners
Colorado
$3.06M -$768K -11,835 -20%
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