EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPSG
701
Princeton Portfolio Strategies Group
New Jersey
$1.74M +$1.74M +26,634 New
BB
702
Busey Bank
Illinois
$1.72M +$237K +3,640 +16%
SPIO
703
Seven Post Investment Office
California
$1.72M – – –
MCM
704
Maryland Capital Management
Maryland
$1.72M -$9.45K -145 -0.5%
WIC
705
Whitegate Investment Counselors
New Hampshire
$1.71M -$38.2K -585 -2%
DAS
706
Dynamic Advisor Solutions
Arizona
$1.71M -$29.9K -459 -2%
CIC
707
Carnegie Investment Counsel
Ohio
$1.71M -$19.4K -297 -1%
AWM
708
Aries Wealth Management
Maine
$1.7M +$42.1K +642 +3%
MHS
709
M Holdings Securities
Oregon
$1.67M -$42.3K -649 -2%
SC
710
SouthState Corp
Florida
$1.67M +$20.5K +315 +1%
GFS
711
GYL Financial Synergies
Connecticut
$1.67M -$260K -3,984 -13%
BA
712
Boston Advisors
Massachusetts
$1.66M -$1.45M -22,209 -47%
FC
713
Ferris Capital
Massachusetts
$1.66M – – –
RI
714
RPTC Inc
Wyoming
$1.66M – – –
LWM
715
Liberty Wealth Management
California
$1.65M -$34.8K -534 -2%
NGA
716
Naples Global Advisors
Florida
$1.64M -$434K -6,654 -21%
KA
717
Klingman & Associates
New York
$1.64M -$1.13M -17,360 -41%
BO
718
BRR OpCo
Ohio
$1.63M +$92.9K +1,425 +6%
LB
719
Legacy Bridge
Iowa
$1.63M +$6.52K +100 +0.4%
AF
720
Aldebaran Financial
$1.62M +$45.5K +705 +3%
PIMG
721
Patriot Investment Management Group
Tennessee
$1.61M +$50.5K +791 +3%
SIA
722
Starfire Investment Advisers
Michigan
$1.61M -$36.3K -557 -2%
TA
723
Trellis Advisors
Washington
$1.58M – – –
WHG
724
Westwood Holdings Group
Texas
$1.58M -$83.2K -1,275 -5%
OIA
725
OneDigital Investment Advisors
Kansas
$1.58M +$1.15M +17,563 +266%
27 28
29
30 31