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 %
BCA
726
Berman Capital Advisors
Georgia
$1.57M -$11.2K -171 -0.7%
HB
727
Homrich & Berg
Georgia
$1.56M -$62.5K -959 -4%
HWA
728
Heritage Wealth Advisors
Virginia
$1.56M +$541K +8,301 +53%
SLF
729
Sun Life Financial
Ontario, Canada
$1.56M -$525K -8,050 -25%
FA
730
Fagan Associates
New York
$1.55M -$41.6K -638 -3%
JAFL
731
Jay A. Fishman Ltd
Michigan
$1.55M -$263K -4,040 -15%
WTB
732
Washington Trust Bank
Washington
$1.54M -$846K -12,976 -35%
AWM
733
AE Wealth Management
Kansas
$1.54M -$49.2K -754 -3%
ODG
734
O'Dell Group
Ohio
$1.54M +$2.09K +32 +0.1%
Invesco
735
Invesco
Georgia
$1.53M -$2.66M -40,826 -63%
TYCC
736
Texas Yale Capital Corp
Florida
$1.53M – – –
FA
737
FDx Advisors
Illinois
$1.52M -$324K -4,968 -18%
BPA
738
Beacon Pointe Advisors
California
$1.51M -$251K -3,847 -14%
GC
739
Garde Capital
Washington
$1.51M -$23K -352 -1%
CTB
740
Country Trust Bank
Illinois
$1.51M -$259K -3,969 -15%
WCM
741
Windsor Capital Management
Arizona
$1.51M -$9.26K -142 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
742
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.51M – – –
WIA
743
Wealthstreet Investment Advisors
Texas
$1.49M -$1.18M -17,479 -44%
SWM
744
Segment Wealth Management
Texas
$1.49M +$108K +1,659 +8%
PWA
745
Physician Wealth Advisors
Utah
$1.49M +$1.49M +21,694 New
AF
746
Affiance Financial
Minnesota
$1.48M -$34K -521 -2%
Kovitz Investment Group Partners
747
Kovitz Investment Group Partners
Illinois
$1.48M -$44.2K -677 -3%
MC
748
Middleton & Co
Massachusetts
$1.47M -$64.5K -990 -4%
PMFA
749
Plante Moran Financial Advisors
Michigan
$1.46M +$501K +7,683 +52%
FA
750
Fortis Advisors
Pennsylvania
$1.46M +$505K +7,735 +53%
28 29
30
31 32