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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 %
Thrivent Financial for Lutherans
676
Thrivent Financial for Lutherans
Minnesota
$1.72M -$688K -10,121 -29%
SG Americas Securities
677
SG Americas Securities
New York
$1.71M -$14.1M -207,928 -89%
SFP
678
Shepherd Financial Partners
Massachusetts
$1.7M – – –
GC
679
Guggenheim Capital
Illinois
$1.7M – – –
MFW
680
Meristem Family Wealth
Minnesota
$1.69M -$437K -6,422 -20%
HCM
681
Harvest Capital Management
New Hampshire
$1.69M -$2.24K -33 -0.1%
UWPG
682
Ullmann Wealth Partners Group
Florida
$1.69M -$29.4K -433 -2%
MIAN
683
Mariner Independent Advisor Network
Kansas
$1.68M +$1.68M +24,750 New
RI
684
RPTC Inc
Wyoming
$1.68M – – –
B
685
Bridgeworth
Alabama
$1.66M +$110K +1,959 +7%
CL
686
CPWM LLC
Washington
$1.66M – – –
PV
687
Private Vista
Illinois
$1.65M -$40.3K -593 -2%
MHS
688
M Holdings Securities
Oregon
$1.65M +$9.59K +141 +0.6%
TYCC
689
Texas Yale Capital Corp
Florida
$1.65M – – –
ODG
690
O'Dell Group
Ohio
$1.65M +$7.27K +107 +0.4%
QA
691
Quantitative Advantage
Minnesota
$1.65M +$84.9K +1,249 +5%
FTS
692
Fifth Third Securities
Ohio
$1.64M +$1.64M +24,190 New
EAMA
693
EFG Asset Management (Americas)
Florida
$1.64M -$18.1K -266 -1%
MC
694
Middleton & Co
Massachusetts
$1.63M -$308K -4,534 -16%
WCM
695
Windsor Capital Management
Arizona
$1.63M – – –
EAM
696
Evanson Asset Management
California
$1.63M -$292K -4,300 -15%
NPA
697
Nichols & Pratt Advisers
Massachusetts
$1.63M – – –
LWAC
698
Laurel Wealth Advisors (California)
California
$1.63M -$26.8K -395 -2%
TF
699
Tompkins Financial
New York
$1.61M -$117K -1,725 -7%
AF
700
Affiance Financial
Minnesota
$1.61M -$27.2K -400 -2%
26 27
28
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