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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 %
FTI
826
Fiduciary Trust International
Massachusetts
$1.09M -$542K -9,225 -33%
EWG
827
Executive Wealth Group
Washington
$1.09M +$10.2K +174 +0.9%
WCM
828
WealthBridge Capital Management
Ohio
$1.09M +$1.09M +18,488 New
AIM
829
Arcadia Investment Management
Michigan
$1.09M -$72K -1,225 -6%
GTAM
830
Global Trust Asset Management
Florida
$1.09M +$23.5K +400 +2%
LRIC
831
Long Road Investment Counsel
Michigan
$1.09M -$17.6K -300 -2%
LCC
832
Lincoln Capital Corp
Rhode Island
$1.08M +$1.08M +18,414 New
KIA
833
KCM Investment Advisors
California
$1.08M -$100K -1,705 -9%
LSA
834
L & S Advisors
California
$1.07M +$1.07M +18,183 New
SCM
835
Shelton Capital Management
Colorado
$1.06M -$232K -3,942 -18%
APP
836
Avantax Planning Partners
Iowa
$1.06M +$22K +374 +2%
FPTW
837
Franklin, Parlapiano, Turner & Welch
Texas
$1.06M – – –
WCM
838
Wealthcare Capital Management
Virginia
$1.06M -$85.4K -1,452 -7%
RCAG
839
Rehmann Capital Advisory Group
Michigan
$1.05M -$3.63M -61,832 -78%
BO
840
BRR OpCo
Ohio
$1.05M +$15.7K +267 +2%
PCM
841
Pointe Capital Management
Michigan
$1.04M +$422K +7,181 +68%
LWIC
842
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.03M +$40.8K +695 +4%
BBA
843
BLB&B Advisors
Pennsylvania
$1.03M +$444K +7,546 +75%
PFC
844
Phocas Financial Corp
California
$1.03M – – –
TF
845
TimeScale Financial
Massachusetts
$1.03M +$1.03M +17,516 New
CW
846
Cobiz Wealth
Colorado
$1.03M -$82K -1,394 -7%
RWMH
847
Riverpoint Wealth Management Holdings
Illinois
$1.02M +$9.47K +161 +0.9%
AAA
848
Adams Asset Advisors
Texas
$1.02M – – –
CTC
849
Central Trust Company
Missouri
$1.01M -$139K -2,368 -12%
OBWP
850
O'Brien Wealth Partners
Massachusetts
$1.01M +$981K +16,023 +4,162%
32 33
34
35 36