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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 %
ICM
651
Ionic Capital Management
New York
$1.9M -$8.36M -123,000 -81%
MWM
652
Marietta Wealth Management
Georgia
$1.9M -$2.81M -41,284 -60%
BCA
653
Berman Capital Advisors
Georgia
$1.9M -$123K -1,816 -6%
ACP
654
Ashfield Capital Partners
California
$1.9M -$474K -6,975 -20%
FTI
655
Fiduciary Trust International
Massachusetts
$1.89M -$8.5K -125 -0.4%
BWAM
656
Boyd Watterson Asset Management
Ohio
$1.88M – – –
CM
657
Castleark Management
Illinois
$1.87M – – –
FA
658
Fagan Associates
New York
$1.87M -$10.2K -150 -0.5%
BWM
659
BigSur Wealth Management
Florida
$1.84M +$1.84M +27,000 New
HCM
660
Hollencrest Capital Management
California
$1.84M -$737K -11,359 -29%
QCG
661
Quadrant Capital Group
Ohio
$1.82M – – –
SEIA
662
Signature Estate & Investment Advisors
California
$1.81M +$788K +11,583 +77%
CIC
663
Carnegie Investment Counsel
Ohio
$1.81M +$72.9K +1,156 +4%
FNBOO
664
First National Bank of Omaha
Nebraska
$1.8M -$214K -3,146 -11%
VA
665
Valmark Advisers
Ohio
$1.8M +$36.4K +535 +2%
SPIO
666
Seven Post Investment Office
California
$1.79M – – –
RVPG
667
Relative Value Partners Group
$1.79M +$377K +5,545 +27%
BO
668
Bach Option
Hong Kong
$1.79M +$1.53M +22,521 +591%
GC
669
Garde Capital
Washington
$1.77M +$97.8K +1,556 +6%
AI
670
Accredited Investors
Minnesota
$1.75M +$110K +1,621 +7%
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.75M -$132K -1,938 -7%
FIM
672
Fernwood Investment Management
Massachusetts
$1.74M -$61K -897 -3%
CTA
673
Colonial Trust Advisors
South Carolina
$1.74M -$46.4K -683 -3%
IWM
674
IHT Wealth Management
Illinois
$1.73M -$70.1K -1,031 -4%
Wellington Management Group
675
Wellington Management Group
Massachusetts
$1.72M -$104K -1,525 -6%
25 26
27
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