EFA icon

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 %
MIAN
776
Mariner Independent Advisor Network
Kansas
$1.37M -$313K -4,778 -19%
AWM
777
Avior Wealth Management
Nebraska
$1.37M -$90.7K -1,399 -6%
AB
778
Atlas Brown
Kentucky
$1.36M +$52.5K +810 +4%
HFS
779
Howard Financial Services
Texas
$1.36M -$29.8K -459 -2%
GP
780
Greenline Partners
New York
$1.36M – – –
WHG
781
Westwood Holdings Group
Texas
$1.35M -$15.9M -245,584 -92%
NIM
782
Nexus Investment Management
Ontario, Canada
$1.34M -$649 -10 -0%
PCMC
783
Paragon Capital Management (Colorado)
Colorado
$1.31M -$8.76K -135 -0.7%
WJA
784
Williams Jones & Associates
New York
$1.3M -$35.1K -541 -3%
CI
785
CX Institutional
Indiana
$1.3M -$88.8K -1,369 -6%
OIA
786
OneDigital Investment Advisors
Kansas
$1.29M -$326K -4,916 -20%
ME
787
McIlrath & Eck
Washington
$1.28M -$37.4K -577 -3%
PCA
788
Personal Capital Advisors
California
$1.27M +$346K +5,335 +38%
WPP
789
Whalerock Point Partners
Rhode Island
$1.26M +$895K +13,795 +242%
Kovitz Investment Group Partners
790
Kovitz Investment Group Partners
Illinois
$1.26M – – –
AEPG
791
American Economic Planning Group
New Jersey
$1.26M -$7.27K -112 -0.6%
FAIM
792
Financial Advocates Investment Management
Washington
$1.25M -$2.39M -36,785 -66%
WFM
793
Wolff Financial Management
Michigan
$1.25M +$449K +6,922 +56%
OFG
794
OTA Financial Group
New York
$1.25M +$166K +2,556 +15%
CIM
795
Contravisory Investment Management
Massachusetts
$1.24M +$150K +2,312 +14%
CWM
796
Cahaba Wealth Management
Georgia
$1.23M -$131K -2,018 -10%
FMW
797
Farr Miller & Washington
District of Columbia
$1.23M -$67.1K -1,035 -5%
CBFP
798
Cedar Brook Financial Partners
Ohio
$1.23M -$42.6K -657 -3%
AIC
799
Ameritas Investment Company
Nebraska
$1.23M +$1.23M +18,935 New
RVPG
800
Relative Value Partners Group
$1.22M -$21.1K -325 -2%
30 31
32
33 34