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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 %
GC
751
Guggenheim Capital
Illinois
$1.47M – – –
RI
752
RPTC Inc
Wyoming
$1.46M +$16K +273 +1%
MHS
753
M Holdings Securities
Oregon
$1.46M +$36.6K +622 +3%
MFG
754
Magnus Financial Group
New York
$1.46M +$1.46M +24,830 New
LB
755
Legacy Bridge
Iowa
$1.46M +$1.46M +24,802 New
PMFA
756
Plante Moran Financial Advisors
Michigan
$1.46M +$1.01M +17,118 +224%
TC
757
Trust Company
Kansas
$1.45M +$1.45M +24,660 New
OIA
758
OneDigital Investment Advisors
Kansas
$1.43M -$309K -5,261 -18%
TA
759
Trellis Advisors
Washington
$1.43M +$233K +3,970 +19%
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M -$79.4K -1,350 -5%
UWPG
761
Ullmann Wealth Partners Group
Florida
$1.43M -$30.6K -520 -2%
GP
762
Greenline Partners
New York
$1.42M – – –
TYCC
763
Texas Yale Capital Corp
Florida
$1.4M -$19.6K -334 -1%
WCM
764
Windsor Capital Management
Arizona
$1.4M -$9.05K -154 -0.6%
TF
765
Tompkins Financial
New York
$1.39M – – –
WIC
766
Whitegate Investment Counselors
New Hampshire
$1.39M +$1.39M +23,588 New
MC
767
Middleton & Co
Massachusetts
$1.38M -$33.5K -570 -2%
NPA
768
Nichols & Pratt Advisers
Massachusetts
$1.38M -$32.4K -551 -2%
LFA
769
Landmark Financial Advisors
Kentucky
$1.37M -$18.7K -319 -1%
HPC
770
Hobart Private Capital
North Carolina
$1.36M -$301K -5,119 -18%
Connor, Clark & Lunn Investment Management (CC&L)
771
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.36M – – –
FWM
772
Fairhaven Wealth Management
Illinois
$1.35M +$1.35M +23,027 New
AFS
773
Access Financial Services
Minnesota
$1.34M +$275K +4,675 +26%
WTB
774
Washington Trust Bank
Washington
$1.33M -$5.35K -91 -0.4%
B
775
Bridgeworth
Alabama
$1.32M -$15.4K -338 -1%
29 30
31
32 33