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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 %
RIA
601
Regal Investment Advisors
Michigan
$2.28M +$1.02M +14,951 +80%
PNAA
602
Pictet North America Advisors
Switzerland
$2.26M -$364K -5,358 -14%
BPC
603
Banque Pictet & Cie
Switzerland
$2.26M -$364K -5,358 -14%
HHGA
604
Halbert Hargrove Global Advisors
California
$2.26M -$77.2K -1,135 -3%
FWM
605
Frontier Wealth Management
Missouri
$2.25M -$249K -3,663 -10%
BAM
606
Berkshire Asset Management
Pennsylvania
$2.25M +$1.23M +18,086 +120%
IB
607
Intrust Bank
Kansas
$2.24M -$67.2K -989 -3%
FGAM
608
Financial Gravity Asset Management
Texas
$2.23M +$2.15M +35,119 +2,914%
VOYA Investment Management
609
VOYA Investment Management
Georgia
$2.22M -$34.2M -502,557 -94%
BCM
610
Bluefin Capital Management
New York
$2.22M +$143K +2,100 +7%
CAM
611
Congress Asset Management
Massachusetts
$2.21M – – –
CFA
612
Capstone Financial Advisors
Illinois
$2.18M -$2.15M – –
RPC
613
Rossmore Private Capital
Connecticut
$2.18M -$101K -1,490 -4%
GW
614
GW & Wade
Massachusetts
$2.16M -$255K -3,751 -11%
AIA
615
Avalon Investment & Advisory
Texas
$2.15M +$128K +1,883 +6%
WC
616
Woodstock Corp
Massachusetts
$2.15M – – –
ASN
617
Advisory Services Network
Georgia
$2.13M -$166K -2,447 -7%
S
618
SignatureFD
Georgia
$2.13M +$304K +4,476 +17%
HB
619
Homrich & Berg
Georgia
$2.13M -$58.8K -866 -3%
GIM
620
Goelzer Investment Management
Indiana
$2.13M -$269K -3,958 -11%
HTC
621
Haverford Trust Company
Pennsylvania
$2.13M +$82K +1,206 +4%
MA
622
Mutual Advisors
Nebraska
$2.13M +$357K +5,249 +20%
TCM
623
Tradition Capital Management
New Jersey
$2.12M – – –
AIA
624
Arcadia Investment Advisors
Idaho
$2.11M -$46.6K -685 -2%
SO
625
STRS Ohio
Ohio
$2.11M -$9.75M -143,400 -82%
23 24
25
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