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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
801
Park National Corp
Ohio
$1.19M -$346K -5,308 -23%
NL
802
NWAM LLC
Washington
$1.19M +$118K +1,807 +11%
Carson Wealth (CWM LLC)
803
Carson Wealth (CWM LLC)
Nebraska
$1.18M – – –
WJWM
804
Williams Jones Wealth Management
New York
$1.17M +$1.17M +17,999 New
CIP
805
Chartwell Investment Partners
Pennsylvania
$1.17M +$200K +3,065 +21%
EBT
806
Enterprise Bank & Trust
Massachusetts
$1.17M +$11.7K +180 +1%
FMW
807
Farr Miller & Washington
District of Columbia
$1.16M -$88.4K -1,355 -7%
RWMH
808
Riverpoint Wealth Management Holdings
Illinois
$1.16M – – –
RVPG
809
Relative Value Partners Group
$1.15M -$81K -1,242 -7%
FMC
810
First Merchants Corp
Indiana
$1.15M +$3.26K +50 +0.3%
KIA
811
KCM Investment Advisors
California
$1.15M +$19.9K +305 +2%
CT
812
Cambridge Trust
Massachusetts
$1.15M +$241K +3,688 +26%
WCM Investment Management
813
WCM Investment Management
California
$1.15M +$721K +11,056 +168%
BPC
814
Banque Pictet & Cie
Switzerland
$1.14M +$97.8K +1,500 +9%
PNAA
815
Pictet North America Advisors
Switzerland
$1.14M +$97.8K +1,500 +9%
CTA
816
Colonial Trust Advisors
South Carolina
$1.14M -$331K -5,075 -23%
PFC
817
Phocas Financial Corp
California
$1.14M -$1.15M – –
KPW
818
Kore Private Wealth
New York
$1.14M +$1.14M +17,635 New
FIM
819
Fernwood Investment Management
Massachusetts
$1.14M -$59K -904 -5%
LWIC
820
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.14M – – –
GCM
821
Gables Capital Management
Florida
$1.14M +$1.11M +17,013 +4,253%
AAA
822
Adams Asset Advisors
Texas
$1.13M – – –
FAIM
823
Financial Advocates Investment Management
Washington
$1.13M +$1.13M +17,335 New
PFGIA
824
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$261 +4 +0%
BBA
825
BLB&B Advisors
Pennsylvania
$1.11M +$55.9K +858 +5%
31 32
33
34 35