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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 %
CW
751
Cobiz Wealth
Colorado
$1.28M -$24.2K -356 -2%
LRIC
752
Long Road Investment Counsel
Michigan
$1.28M -$13.6K -200 -1%
EWG
753
Executive Wealth Group
Washington
$1.25M – – –
WAM
754
Watermark Asset Management
California
$1.25M -$15.3K -225 -1%
WHG
755
Westwood Holdings Group
Texas
$1.25M – – –
CWM
756
Cabot Wealth Management
Massachusetts
$1.24M -$54K -794 -4%
AFS
757
Access Financial Services
Minnesota
$1.23M +$386K +5,680 +46%
GTAM
758
Global Trust Asset Management
Florida
$1.23M -$1.7K -25 -0.1%
FPTW
759
Franklin, Parlapiano, Turner & Welch
Texas
$1.23M -$39.4K -580 -3%
SC
760
Savant Capital
Illinois
$1.23M +$202K +2,967 +20%
APP
761
Avantax Planning Partners
Iowa
$1.21M +$117K +1,725 +11%
BO
762
BRR OpCo
Ohio
$1.19M +$10.7K +158 +0.9%
CT
763
Cambridge Trust
Massachusetts
$1.19M -$31.5K -464 -3%
WAP
764
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$10.1K +148 +0.9%
AAA
765
Adams Asset Advisors
Texas
$1.18M – – –
RWMH
766
Riverpoint Wealth Management Holdings
Illinois
$1.17M -$16.4K -242 -1%
CCM
767
Colorado Capital Management
Colorado
$1.16M -$72.3K -1,064 -6%
VCA
768
Verdence Capital Advisors
Maryland
$1.15M +$6.19K +91 +0.5%
SFFS
769
Stonehage Fleming Financial Services
Jersey
$1.15M – – –
LWIC
770
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.15M – – –
SFM
771
Signature Financial Management
Virginia
$1.15M +$7.62K +112 +0.7%
PA
772
Parallel Advisors
California
$1.14M -$773K -11,372 -40%
OIA
773
Optimum Investment Advisors
Illinois
$1.14M -$41.4K -609 -3%
KPCM
774
Kings Point Capital Management
New York
$1.14M -$15.3K -225 -1%
CIM
775
Contravisory Investment Management
Massachusetts
$1.14M +$322K +4,735 +39%
29 30
31
32 33