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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 %
BCM
826
Boltwood Capital Management
California
$902K – – –
DDPIC
827
Deroy & Devereaux Private Investment Counsel
Michigan
$895K -$75.7K -1,114 -8%
FAM
828
Formidable Asset Management
Ohio
$893K -$56.1K -830 -6%
BRWA
829
B. Riley Wealth Advisors
Florida
$888K +$455K +6,685 +105%
SG
830
StoneX Group
New York
$886K -$128K -1,883 -13%
LC
831
LCNB Corp
Ohio
$874K +$874K +12,852 New
PFA
832
Pure Financial Advisors
California
$873K +$873K +12,843 New
EGA
833
Eagle Global Advisors
Texas
$871K -$228K -3,350 -21%
DIP
834
DT Investment Partners
Pennsylvania
$871K – – –
LDB
835
Lee, Danner & Bass
Tennessee
$869K +$95.2K +1,400 +12%
BIA
836
BHK Investment Advisors
Alabama
$868K -$1.7K -25 -0.2%
AW
837
ACG Wealth
Georgia
$866K -$3.26K -48 -0.4%
BCM
838
Brookmont Capital Management
Texas
$863K +$14.8K +217 +2%
NFG
839
Nations Financial Group
Iowa
$858K +$77.7K +1,143 +10%
TP
840
Truvvo Partners
New York
$857K -$468K -6,887 -35%
JIC
841
Joel Isaacson & Co
New York
$857K – – –
MWM
842
Meridian Wealth Management
Kentucky
$855K -$22.6K -332 -3%
CM
843
CS McKee
Pennsylvania
$846K – – –
SWM
844
Stockman Wealth Management
Montana
$842K +$15.8K +232 +2%
EWMCB
845
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$841K +$841K +12,375 New
CA
846
Cambridge Advisors
Nebraska
$836K – – –
CAGAS
847
Capital Advisory Group Advisory Services
Minnesota
$835K -$35.2K -519 -4%
SCM
848
Sterneck Capital Management
Missouri
$835K – – –
LIM
849
Leavell Investment Management
Alabama
$835K +$423K +6,221 +103%
CCP
850
Corient Capital Partners
California
$834K – – –
32 33
34
35 36