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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 %
HL
576
HeadInvest LLC
Maine
$2.48M -$126K -1,860 -5%
LA
577
Leonetti & Associates
Illinois
$2.48M -$16K -235 -0.6%
CFIA
578
Cantor Fitzgerald Investment Advisors
New York
$2.47M +$77.4K +1,139 +3%
ST
579
Smithfield Trust
Pennsylvania
$2.46M -$367K -5,403 -13%
CBN
580
Cadence Bank NA
Texas
$2.46M +$121K +1,777 +5%
SPC
581
Sigma Planning Corp
Michigan
$2.46M -$127K -1,862 -5%
AWM
582
Altium Wealth Management
New York
$2.45M -$489K -7,193 -17%
APG
583
Abacus Planning Group
South Carolina
$2.45M -$12.6K -185 -0.5%
CBT
584
Central Bank & Trust
Kentucky
$2.43M -$492K -7,242 -17%
FPS
585
Fieldpoint Private Securities
Connecticut
$2.42M +$8.5K +125 +0.4%
JFG
586
JMG Financial Group
Illinois
$2.41M +$6.8K +100 +0.3%
MYIA
587
Mount Yale Investment Advisors
Colorado
$2.41M -$280K -4,342 -10%
FC
588
Ferris Capital
Massachusetts
$2.39M -$1.45M -21,329 -38%
CGH
589
Crossmark Global Holdings
Texas
$2.38M -$40.6K -597 -2%
FA
590
FCG Advisors
New Jersey
$2.37M +$39.1K +575 +2%
JCM
591
Jag Capital Management
Missouri
$2.37M – – –
CC
592
Claybrook Capital
Massachusetts
$2.34M – – –
SWM
593
Segment Wealth Management
Texas
$2.34M +$8.56K +126 +0.4%
HFP
594
Holistic Financial Partners
Indiana
$2.33M – – –
NL
595
NWAM LLC
Washington
$2.33M -$84.6K -1,244 -4%
HH
596
Hilltop Holdings
Texas
$2.31M +$198K +2,905 +9%
SSB
597
Sandy Spring Bank
Maryland
$2.31M -$9.52K -140 -0.4%
EWA
598
Exencial Wealth Advisors
Oklahoma
$2.3M -$272 -4 -0%
WF
599
Welch & Forbes
Massachusetts
$2.29M +$17.6K +259 +0.8%
PWG
600
Private Wealth Group
Florida
$2.29M – – –
22 23
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