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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFS
651
GYL Financial Synergies
Connecticut
$2.15M +$2.15M +36,542 New
ST
652
Smithfield Trust
Pennsylvania
$2.12M -$6.46K -110 -0.3%
EAM
653
Eukles Asset Management
Ohio
$2.12M +$2.12M +36,074 New
AWS
654
AJ Wealth Strategies
New York
$2.12M -$59.8K -1,018 -3%
LA
655
Leonetti & Associates
Illinois
$2.12M -$26K -442 -1%
ACP
656
Ashfield Capital Partners
California
$2.12M +$476K +8,100 +29%
OFG
657
Oxford Financial Group
Indiana
$2.11M -$296K -5,037 -12%
BO
658
Bank OZK
Arkansas
$2.11M -$459K -7,800 -18%
BAM
659
Berkshire Asset Management
Pennsylvania
$2.1M +$155K +2,640 +8%
IWM
660
IHT Wealth Management
Illinois
$2.1M +$606K +10,308 +41%
PFM
661
Parsec Financial Management
North Carolina
$2.1M -$81.8K -1,392 -4%
BSW
662
Buckingham Strategic Wealth
Missouri
$2.09M -$119K -2,018 -5%
BFO
663
Biltmore Family Office
North Carolina
$2.09M +$2.09M +35,479 New
FC
664
Ferris Capital
Massachusetts
$2.07M – – –
FNBOO
665
First National Bank of Omaha
Nebraska
$2.04M +$485K +8,257 +31%
FC
666
Fulcrum Capital
Washington
$2.04M +$2.04M +34,691 New
IC
667
InterOcean Capital
Illinois
$2.04M +$1.06M +18,096 +109%
ACM
668
Aviance Capital Management
Florida
$2.04M -$448K -7,625 -18%
SPC
669
Sigma Planning Corp
Michigan
$2.03M -$92.8K -1,579 -4%
DBIA
670
Dumont & Blake Investment Advisors
New Jersey
$2.01M -$187K -3,178 -9%
GP
671
Gresham Partners
Illinois
$1.99M +$1.87M +33,934 +1,617%
HFP
672
Holistic Financial Partners
Indiana
$1.99M -$31.9K -543 -2%
MAS
673
Managed Account Services
Florida
$1.97M -$78.7K -1,267 -4%
EWA
674
Exencial Wealth Advisors
Oklahoma
$1.97M -$18.7K -319 -0.9%
HHGA
675
Halbert Hargrove Global Advisors
California
$1.97M +$18.3K +312 +0.9%
25 26
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