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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 %
WPP
801
Whalerock Point Partners
Rhode Island
$1M -$67.3K -990 -6%
ZIM
802
Zacks Investment Management
Illinois
$991K -$252K -3,711 -20%
TW
803
Towerpoint Wealth
California
$985K -$43.9K -646 -4%
OSNBOA
804
Old Second National Bank of Aurora
Illinois
$985K – – –
PGWM
805
Parisi Gray Wealth Management
New Jersey
$982K +$46.2K +674 +5%
LPIC
806
LeJeune Puetz Investment Counsel
Michigan
$979K +$44.2K +650 +5%
ACM
807
Armbruster Capital Management
New York
$972K +$13.6K +200 +1%
VCM
808
Vivaldi Capital Management
Illinois
$970K -$476 -7 -0%
BC
809
Burney Company
Virginia
$967K -$144K -2,120 -13%
CHA
810
Cedar Hill Associates
Illinois
$959K -$15.8K -232 -2%
RCM
811
Radnor Capital Management
Pennsylvania
$959K – – –
LFG
812
LifePlan Financial Group
Ohio
$957K -$7.41K -109 -0.8%
CCM
813
Carlson Capital Management
Minnesota
$950K – – –
FTC
814
Farmers Trust Company
Ohio
$946K +$91.4K +1,345 +11%
GHAM
815
Gilman Hill Asset Management
Connecticut
$945K +$302K +4,445 +47%
AFP
816
Ausdal Financial Partners
Iowa
$941K -$1.35M -19,920 -59%
WWM
817
Windsor Wealth Management
Indiana
$940K -$79.2K -1,164 -8%
FFA
818
First Foundation Advisors
California
$935K +$535K +7,869 +134%
OC
819
Oakworth Capital
Alabama
$924K +$511K +7,516 +124%
PRS
820
Pinkerton Retirement Specialists
Idaho
$922K -$9.02M -132,670 -91%
QCM
821
Quadrant Capital Management
New Jersey
$920K – – –
MBTD
822
Mechanics Bank - Trust Department
California
$916K -$22.8K -335 -2%
CI
823
CX Institutional
Indiana
$910K +$14.4K +211 +2%
TCM
824
Telos Capital Management
California
$909K -$52.5K -772 -5%
SQA
825
Simon Quick Advisors
New Jersey
$903K +$61.7K +908 +7%
31 32
33
34 35