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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
751
Access Financial Services
Minnesota
$1.52M +$36.3K +560 +2%
BO
752
BRR OpCo
Ohio
$1.51M +$359K +5,544 +31%
LFA
753
Landmark Financial Advisors
Kentucky
$1.5M -$13K -200 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
754
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.5M – – –
CWM
755
Cornerstone Wealth Management
Missouri
$1.5M +$43.4K +496 +3%
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
$1.49M +$997K +15,377 +201%
FWM
757
Fairhaven Wealth Management
Illinois
$1.49M -$3.05K -47 -0.2%
WCF
758
West Coast Financial
California
$1.48M +$267K +4,111 +22%
UWPG
759
Ullmann Wealth Partners Group
Florida
$1.47M -$104K -1,602 -7%
LC
760
Lavaca Capital
Texas
$1.47M +$1.47M +11,661 New
WTB
761
Washington Trust Bank
Washington
$1.46M -$5.19K -80 -0.4%
BB
762
Busey Bank
Illinois
$1.46M +$420K +6,480 +40%
FCA
763
FinTrust Capital Advisors
South Carolina
$1.45M +$1.06M +16,337 +272%
JAM
764
Jolley Asset Management
North Carolina
$1.45M – – –
SCA
765
Stillwater Capital Advisors
Pennsylvania
$1.44M +$85.4K +1,316 +6%
HPC
766
Hobart Private Capital
North Carolina
$1.42M -$81.7K -1,260 -5%
EWA
767
Exencial Wealth Advisors
Oklahoma
$1.42M -$762K -11,753 -35%
IF
768
IRON Financial
Illinois
$1.42M -$16.6K -256 -1%
ODG
769
O'Dell Group
Ohio
$1.41M +$584 +9 +0%
SWM
770
Segment Wealth Management
Texas
$1.4M -$326K -5,021 -19%
BMO
771
Beck Mack & Oliver
New York
$1.39M -$26K -401 -2%
TWM
772
Torch Wealth Management
Ohio
$1.39M +$6.49K +100 +0.5%
PG
773
Patten Group
Tennessee
$1.38M +$57.6K +889 +4%
AGU
774
Alpine Group USVI
U.S. Virgin Islands
$1.38M +$1.38M +21,251 New
TIA
775
Tiemann Investment Advisors
California
$1.38M -$17.2K -265 -1%
29 30
31
32 33