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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
701
Stordahl Capital Management
Colorado
$1.89M +$27.4K +413 +1%
TNB
702
Thomasville National Bank
Georgia
$1.89M +$30.5K +470 +2%
VA
703
Valmark Advisers
Ohio
$1.88M +$73.9K +1,140 +4%
BO
704
Bach Option
Hong Kong
$1.86M -$5.96M -92,033 -76%
BOS
705
Bank of Stockton
California
$1.84M -$560K -8,640 -23%
AWM
706
Altium Wealth Management
New York
$1.84M -$57.3K -884 -3%
HCM
707
Hollencrest Capital Management
California
$1.84M -$43.6K -672 -2%
GC
708
Guggenheim Capital
Illinois
$1.83M +$209K +3,219 +13%
SHCM
709
Stokes & Hubbell Capital Management
Louisiana
$1.79M -$107K -1,645 -6%
CM
710
Castleark Management
Illinois
$1.78M – – –
MFG
711
Magnus Financial Group
New York
$1.78M +$173K +2,670 +11%
BPA
712
Beacon Pointe Advisors
California
$1.77M -$104K -1,602 -6%
ASN
713
Advisory Services Network
Georgia
$1.77M +$437K +6,744 +33%
JAFL
714
Jay A. Fishman Ltd
Michigan
$1.76M -$64.9K -1,000 -4%
BWM
715
BigSur Wealth Management
Florida
$1.75M – – –
MHS
716
M Holdings Securities
Oregon
$1.75M +$137K +2,116 +9%
PIMG
717
Patriot Investment Management Group
Tennessee
$1.75M +$1.75M +26,970 New
WIC
718
Whitegate Investment Counselors
New Hampshire
$1.74M +$207K +3,198 +14%
LWM
719
Liberty Wealth Management
California
$1.72M -$10.3K -159 -0.6%
MCM
720
Maryland Capital Management
Maryland
$1.72M -$192K -2,960 -10%
SPIO
721
Seven Post Investment Office
California
$1.71M – – –
HTC
722
Haverford Trust Company
Pennsylvania
$1.71M -$247K -3,812 -13%
GC
723
Garde Capital
Washington
$1.7M -$26.1K -402 -2%
KWM
724
Kingsview Wealth Management
Oregon
$1.7M +$733K +11,305 +76%
SWA
725
Stratos Wealth Advisors
Ohio
$1.68M -$2.15M -33,113 -56%
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