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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
526
Addenda Capital
Quebec, Canada
$3.31M – – –
SSB
527
Sandy Spring Bank
Maryland
$3.28M +$231K +3,546 +8%
MFW
528
Meristem Family Wealth
Minnesota
$3.28M +$405K +6,216 +14%
RWP
529
RWA Wealth Partners
Massachusetts
$3.26M -$12.1K -185 -0.4%
A
530
AdvicePeriod
California
$3.26M -$907K -13,904 -22%
SC
531
Schoolcraft Capital
Colorado
$3.24M +$332K +5,084 +11%
TI
532
Truepoint Inc
Ohio
$3.24M -$44.9K -688 -1%
IWM
533
IHT Wealth Management
Illinois
$3.24M -$844K -12,926 -21%
APG
534
Abacus Planning Group
South Carolina
$3.24M +$149K +2,281 +5%
DMIC
535
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.21M -$255K -3,918 -7%
SCA
536
STALEY CAPITAL ADVISERS
Pennsylvania
$3.21M -$84.8K -1,300 -3%
STA
537
Summit Trail Advisors
New York
$3.21M +$80K +1,227 +3%
DC
538
Davenport & Co
Virginia
$3.21M -$78.3K -1,191 -2%
BFO
539
Biltmore Family Office
North Carolina
$3.21M +$67.2K +1,031 +2%
CPIG
540
Chicago Partners Investment Group
Illinois
$3.2M +$72.5K +1,083 +2%
PIM
541
Penobscot Investment Management
Massachusetts
$3.2M -$155K -2,380 -5%
LFS
542
Lutz Financial Services
Nebraska
$3.17M -$45.2K -693 -1%
PEA
543
Pacific Edge Advisors
California
$3.16M -$78.2K -1,200 -2%
PCIG
544
Partners Capital Investment Group
Massachusetts
$3.14M -$1.01M -15,478 -24%
AP
545
Appleton Partners
Massachusetts
$3.14M -$92.8K -1,424 -3%
MWM
546
Merriman Wealth Management
Washington
$3.13M -$1.22M -18,711 -28%
HCM
547
Hollencrest Capital Management
California
$3.13M +$1.27M +19,515 +69%
SFSG
548
Stearns Financial Services Group
North Carolina
$3.11M -$16.4K -252 -0.5%
NSIM
549
North Star Investment Management
Illinois
$3.1M -$53.5K -820 -2%
SC
550
Scotia Capital
Ontario, Canada
$3.1M -$501K -7,679 -14%
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