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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 %
APP
826
Avantax Planning Partners
Iowa
$1.11M -$67.9K -1,047 -6%
PAM
827
Peak Asset Management
Colorado
$1.1M +$1.1M +17,001 New
OSNBOA
828
Old Second National Bank of Aurora
Illinois
$1.1M +$160K +2,471 +17%
AIM
829
Aspen Investment Management
Michigan
$1.1M -$3.24K -50 -0.3%
IP
830
Intellectus Partners
California
$1.09M +$1.09M +16,763 New
BBA
831
BLB&B Advisors
Pennsylvania
$1.07M -$65.8K -1,014 -6%
PCM
832
Pointe Capital Management
Michigan
$1.07M -$74.8K -1,153 -7%
NL
833
NWAM LLC
Washington
$1.07M +$28.5K +440 +3%
WS
834
Wedbush Securities
California
$1.07M +$2.4K +37 +0.2%
FPIS
835
Financial Planning & Information Services
Wisconsin
$1.06M -$340K -5,248 -24%
RG
836
Rikoon Group
New Mexico
$1.05M +$9.8K +151 +0.9%
BPC
837
Banque Pictet & Cie
Switzerland
$1.04M – – –
PNAA
838
Pictet North America Advisors
Switzerland
$1.04M – – –
MWM
839
Marietta Wealth Management
Georgia
$1.04M -$21K -323 -2%
Fisher Asset Management
840
Fisher Asset Management
Washington
$1.03M +$204K +3,147 +25%
SWP
841
Strategic Wealth Partners
Ohio
$1.03M +$557K +8,471 +117%
KLCM
842
KG&L Capital Management
Louisiana
$1.03M +$13.3K +205 +1%
SC
843
Savant Capital
Illinois
$1.03M -$20.8K -321 -2%
M
844
MOTCO
Texas
$1.02M -$256K -3,952 -20%
SMFS
845
Squar Milner Financial Services
California
$1.02M – – –
CANC
846
Culbertson A N & Co
Virginia
$1.02M -$39.9K -615 -4%
CCM
847
Colorado Capital Management
Colorado
$1.02M -$14.9K -229 -1%
EA
848
Elm Advisors
California
$1.01M +$48K +740 +5%
OBWP
849
O'Brien Wealth Partners
Massachusetts
$999K -$64.9K -1,001 -6%
HWA
850
Heritage Wealth Advisors
Virginia
$996K +$10.7K +165 +1%
32 33
34
35 36