EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
726
Jay A. Fishman Ltd
Michigan
$1.65M -$103K -1,750 -6%
SCM
727
Stordahl Capital Management
Colorado
$1.64M +$269K +4,572 +20%
Carson Wealth (CWM LLC)
728
Carson Wealth (CWM LLC)
Nebraska
$1.64M +$940K +15,981 +134%
VA
729
Valmark Advisers
Ohio
$1.63M +$79.2K +1,347 +5%
ACA
730
Anchor Capital Advisors
Massachusetts
$1.63M +$483K +8,226 +42%
IWC
731
Integrated Wealth Concepts
Massachusetts
$1.62M -$21.1K -359 -1%
DAS
732
Dynamic Advisor Solutions
Arizona
$1.62M +$667K +10,720 +70%
CM
733
Castleark Management
Illinois
$1.62M – – –
JG
734
Jefferies Group
New York
$1.59M -$4.86M -82,743 -75%
BWM
735
BigSur Wealth Management
Florida
$1.59M – – –
AA
736
Advisory Alpha
Michigan
$1.59M +$1.59M +25,612 New
HL
737
Harding Loevner
New Jersey
$1.58M +$1.58M +26,917 New
LWM
738
Liberty Wealth Management
California
$1.57M +$1.57M +26,753 New
GC
739
Garde Capital
Washington
$1.57M -$83.4K -1,419 -5%
SWM
740
Segment Wealth Management
Texas
$1.57M -$454K -7,726 -22%
TCM
741
Traynor Capital Management
Pennsylvania
$1.56M -$738K -12,569 -32%
FA
742
FDx Advisors
Illinois
$1.56M +$923K +15,706 +146%
MIAN
743
Mariner Independent Advisor Network
Kansas
$1.56M +$59.3K +981 +4%
SPIO
744
Seven Post Investment Office
California
$1.55M – – –
BOH
745
Bank of Hawaii
Hawaii
$1.54M -$1.29M -22,012 -46%
PFS
746
Prospera Financial Services
Texas
$1.52M +$615K +10,404 +68%
SIA
747
Starfire Investment Advisers
Michigan
$1.51M +$183K +3,119 +14%
MAM
748
Meeder Asset Management
Ohio
$1.51M +$394K +6,697 +35%
BAM
749
Belpointe Asset Management
Nevada
$1.48M -$270K -4,590 -15%
FA
750
Fagan Associates
New York
$1.47M -$150K -2,549 -9%
28 29
30
31 32