EFA icon

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 %
AIM
726
Allen Investment Management
New York
$1.4M +$74.8K +1,100 +6%
AB
727
Atlas Brown
Kentucky
$1.4M +$16.9K +249 +1%
TA
728
Trellis Advisors
Washington
$1.39M – – –
SMFS
729
Squar Milner Financial Services
California
$1.38M -$209K -3,070 -13%
BRF
730
B. Riley Financial
California
$1.38M -$882K -12,976 -39%
SG
731
Somerset Group
Minnesota
$1.37M -$91.4K -1,345 -6%
AWM
732
Avior Wealth Management
Nebraska
$1.37M +$28K +411 +2%
AWM
733
Aries Wealth Management
Maine
$1.37M +$123K +1,809 +10%
KIA
734
KCM Investment Advisors
California
$1.36M -$17.5K -257 -1%
KP
735
Keel Point
Alabama
$1.36M +$129K +1,900 +11%
FUBT
736
First United Bank & Trust
Maryland
$1.36M -$1.09M -16,080 -45%
AIM
737
Arcadia Investment Management
Michigan
$1.34M +$45.9K +675 +4%
CTC
738
Central Trust Company
Missouri
$1.33M +$22.4K +330 +2%
ACA
739
Anchor Capital Advisors
Massachusetts
$1.33M – – –
Kovitz Investment Group Partners
740
Kovitz Investment Group Partners
Illinois
$1.32M – – –
WCM
741
Wealthcare Capital Management
Virginia
$1.32M +$5.71K +84 +0.4%
GA
742
GFS Advisors
Texas
$1.32M -$816K -11,995 -38%
CANC
743
Culbertson A N & Co
Virginia
$1.32M -$35.6K -523 -3%
NL
744
NVWM LLC
Pennsylvania
$1.32M +$680 +10 +0.1%
CGT
745
Capital Guardian Trust
California
$1.32M +$1.26M +18,478 +2,031%
KTA
746
Keeley-Teton Advisors
Illinois
$1.32M +$15.3K +225 +1%
TWM
747
Torch Wealth Management
Ohio
$1.31M +$13.6K +200 +1%
PG
748
Patten Group
Tennessee
$1.31M +$69.9K +1,028 +6%
MAM
749
Meeder Asset Management
Ohio
$1.29M -$276K -4,060 -18%
RIS
750
Retirement Income Solutions
Michigan
$1.28M -$156K -2,290 -11%
28 29
30
31 32