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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 %
AWM
776
Avior Wealth Management
Nebraska
$1.32M +$140K +2,377 +12%
JAM
777
Jolley Asset Management
North Carolina
$1.31M +$335K +5,697 +34%
H
778
HoyleCohen
California
$1.3M +$1.01M +17,256 +352%
UBV
779
United Bank (Virginia)
Virginia
$1.3M +$1.03M +17,582 +386%
IF
780
IRON Financial
Illinois
$1.3M +$583K +9,921 +82%
BMO
781
Beck Mack & Oliver
New York
$1.29M +$1.29M +21,901 New
ODG
782
O'Dell Group
Ohio
$1.28M -$147K -2,503 -10%
FPIS
783
Financial Planning & Information Services
Wisconsin
$1.27M -$1.15M -19,646 -48%
FIM
784
Fernwood Investment Management
Massachusetts
$1.27M -$241K -4,096 -16%
TIA
785
Tiemann Investment Advisors
California
$1.26M -$4.7K -80 -0.4%
HFS
786
Howard Financial Services
Texas
$1.26M +$1.26M +21,407 New
TWM
787
Torch Wealth Management
Ohio
$1.26M +$123K +2,100 +11%
CI
788
CX Institutional
Indiana
$1.26M +$469K +7,973 +60%
AWM
789
Aries Wealth Management
Maine
$1.25M +$70.4K +1,197 +6%
ZCA
790
Zeke Capital Advisors
Pennsylvania
$1.24M +$1.24M +21,106 New
DSA
791
Droms Strauss Advisors
Missouri
$1.24M +$1.24M +21,133 New
LBD
792
Landsberg Bennett & Dubbaneh
Florida
$1.24M +$1.24M +21,064 New
CWM
793
Cahaba Wealth Management
Georgia
$1.24M -$436K -7,430 -26%
SCA
794
Stillwater Capital Advisors
Pennsylvania
$1.23M – – –
NIM
795
Nexus Investment Management
Ontario, Canada
$1.22M – – –
WJA
796
Williams Jones & Associates
New York
$1.21M -$10.2K -174 -0.8%
ASN
797
Advisory Services Network
Georgia
$1.21M -$640K -10,884 -35%
PG
798
Patten Group
Tennessee
$1.2M +$71.7K +1,220 +6%
ME
799
McIlrath & Eck
Washington
$1.19M -$27.2K -462 -2%
PCMC
800
Paragon Capital Management (Colorado)
Colorado
$1.19M +$1.19M +20,300 New
30 31
32
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