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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
801
AE Wealth Management
Kansas
$1.19M -$4.71M -80,159 -80%
LWAC
802
Laurel Wealth Advisors (California)
California
$1.19M -$216K -3,685 -15%
AB
803
Atlas Brown
Kentucky
$1.19M -$19.6K -333 -2%
FFW
804
Fusion Family Wealth
New York
$1.18M +$787K +13,389 +202%
FMW
805
Farr Miller & Washington
District of Columbia
$1.18M -$94.1K -1,601 -7%
SVWA
806
Sound View Wealth Advisors
Georgia
$1.17M +$1.17M +19,940 New
RIA
807
Regal Investment Advisors
Michigan
$1.17M -$807K -13,721 -41%
M
808
MOTCO
Texas
$1.16M -$76.8K -1,306 -6%
CBFP
809
Cedar Brook Financial Partners
Ohio
$1.15M +$1.15M +19,607 New
AEPG
810
American Economic Planning Group
New Jersey
$1.15M -$117K -1,990 -9%
TK
811
TIAA Kaspick
Massachusetts
$1.15M +$1.15M +19,502 New
MOS
812
MGO One Seven
Ohio
$1.15M -$115K -1,954 -9%
Kovitz Investment Group Partners
813
Kovitz Investment Group Partners
Illinois
$1.14M – – –
RIS
814
Retirement Income Solutions
Michigan
$1.14M +$34.4K +585 +3%
GA
815
GFS Advisors
Texas
$1.13M -$13.1K -223 -1%
Walleye Trading
816
Walleye Trading
New York
$1.13M +$1.13M +19,140 New
RVPG
817
Relative Value Partners Group
$1.12M -$425K -7,224 -27%
MWM
818
MinichMacGregor Wealth Management
New York
$1.12M +$1.11M +16,143 +7,305%
COI
819
Capital One Investing
Virginia
$1.12M +$1.12M +19,060 New
NNP
820
Nachman Norwood & Parrott
South Carolina
$1.12M +$1.12M +19,027 New
PI
821
Putnam Investments
Massachusetts
$1.11M -$2.31M -39,220 -67%
GHAM
822
Gilman Hill Asset Management
Connecticut
$1.11M +$291K +4,945 +36%
FAN
823
Financial Advisors Network
California
$1.11M +$1.11M +18,799 New
CTA
824
Colonial Trust Advisors
South Carolina
$1.1M -$404K -6,868 -27%
WCF
825
West Coast Financial
California
$1.1M +$601K +10,229 +121%
31 32
33
34 35