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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 %
LFA
701
Landmark Financial Advisors
Kentucky
$1.6M – – –
BC
702
Bartlett & Co
Ohio
$1.59M +$4.63K +68 +0.3%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$1.59M +$4.62K +68 +0.3%
MIH
704
Madison Investment Holdings
Wisconsin
$1.59M -$41.4K -609 -3%
MWP
705
Moller Wealth Partners
$1.59M – – –
PIM
706
Penobscot Investment Management
Massachusetts
$1.58M -$42.8K -630 -3%
Connor, Clark & Lunn Investment Management (CC&L)
707
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.57M – – –
WTB
708
Washington Trust Bank
Washington
$1.55M -$552K -8,120 -26%
SIA
709
Starfire Investment Advisers
Michigan
$1.54M -$308K -4,534 -17%
TFS
710
TrustCore Financial Services
Tennessee
$1.52M +$377K +5,540 +33%
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$1.52M +$69.8K +1,024 +5%
SCM
712
Shelton Capital Management
Colorado
$1.5M +$211K +3,105 +16%
SCM
713
Stordahl Capital Management
Colorado
$1.48M -$4.76K -75 -0.3%
FMW
714
Farr Miller & Washington
District of Columbia
$1.47M +$1.47M +21,595 New
AEPG
715
American Economic Planning Group
New Jersey
$1.46M -$134K -1,971 -8%
TIA
716
Tiemann Investment Advisors
California
$1.46M -$61.5K -905 -4%
MOS
717
MGO One Seven
Ohio
$1.46M +$1.46M +21,466 New
WA
718
Waverly Advisors
Alabama
$1.45M – – –
AIM
719
Aspen Investment Management
Michigan
$1.44M -$2.24K -33 -0.2%
M
720
MOTCO
Texas
$1.43M -$9.72K -143 -0.7%
GP
721
Greenline Partners
New York
$1.42M – – –
SCA
722
Stillwater Capital Advisors
Pennsylvania
$1.42M +$825K +12,134 +138%
WJA
723
Williams Jones & Associates
New York
$1.41M -$133K -1,961 -9%
ME
724
McIlrath & Eck
Washington
$1.41M -$65.2K -959 -4%
NIM
725
Nexus Investment Management
Ontario, Canada
$1.41M -$13.6K -200 -1%
27 28
29
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