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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 %
AIM
801
Arcadia Investment Management
Michigan
$1.22M +$20.6K +317 +2%
LRIC
802
Long Road Investment Counsel
Michigan
$1.22M +$19.5K +300 +2%
AIP
803
Ameritas Investment Partners
Nebraska
$1.21M -$617K -9,524 -34%
EWG
804
Executive Wealth Group
Washington
$1.21M – – –
SVWA
805
Sound View Wealth Advisors
Georgia
$1.21M -$87.9K -1,355 -7%
GA
806
GFS Advisors
Texas
$1.2M -$47K -725 -4%
GTAM
807
Global Trust Asset Management
Florida
$1.19M -$9.73K -150 -0.8%
FIM
808
Fernwood Investment Management
Massachusetts
$1.19M -$208K -3,207 -15%
PFS
809
Prospera Financial Services
Texas
$1.19M -$519K -7,836 -30%
Carson Wealth (CWM LLC)
810
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$1.02M -12,909 -46%
FAN
811
Financial Advisors Network
California
$1.18M -$11.2K -177 -0.9%
RIS
812
Retirement Income Solutions
Michigan
$1.18M -$83.3K -1,284 -7%
VCA
813
Verdence Capital Advisors
Maryland
$1.17M -$3.74M -57,678 -76%
FPTW
814
Franklin, Parlapiano, Turner & Welch
Texas
$1.17M -$1.69K -26 -0.1%
WCM
815
Wealthcare Capital Management
Virginia
$1.17M -$1.36K -21 -0.1%
KIA
816
KCM Investment Advisors
California
$1.16M -$24K -370 -2%
LCC
817
Lincoln Capital Corp
Rhode Island
$1.16M -$32.8K -505 -3%
EBT
818
Enterprise Bank & Trust
Massachusetts
$1.16M +$1.16M +17,905 New
CW
819
Cobiz Wealth
Colorado
$1.13M -$324 -5 -0%
LWIC
820
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.13M -$12.6K -194 -1%
RWMH
821
Riverpoint Wealth Management Holdings
Illinois
$1.13M – – –
AAA
822
Adams Asset Advisors
Texas
$1.13M – – –
PFC
823
Phocas Financial Corp
California
$1.12M -$1.03M – –
PBO
824
Peoples Bank (Ohio)
Ohio
$1.12M +$147K +2,260 +15%
MOS
825
MGO One Seven
Ohio
$1.11M -$151K -2,323 -12%
31 32
33
34 35