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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 %
SDWMA
851
Schneider Downs Wealth Management Advisors
Pennsylvania
$833K – – –
RIG
852
Roosevelt Investment Group
New York
$833K +$833K +12,248 New
Q
853
QVR
California
$829K -$14M -205,966 -94%
IF
854
IRON Financial
Illinois
$826K -$2.86M -42,035 -78%
AHC
855
Adell Harriman & Carpenter
Texas
$825K +$22.6K +332 +3%
PFM
856
Probabilities Fund Management
New York
$821K +$1.7K +25 +0.2%
CSIC
857
Clifford Swan Investment Counsel
California
$820K -$75.6K -1,112 -8%
BAS
858
Brown Advisory Securities
Maryland
$819K -$240K -3,517 -23%
Carson Wealth (CWM LLC)
859
Carson Wealth (CWM LLC)
Nebraska
$809K +$271K +3,990 +50%
BHBT
860
Burke & Herbert Bank & Trust
Virginia
$804K +$10.8K +159 +1%
FHC
861
First Heartland Consultants
Missouri
$803K -$120K -1,761 -13%
JWA
862
JFS Wealth Advisors
Pennsylvania
$793K -$33K -485 -4%
WTFG
863
Wells Trecaso Financial Group
Ohio
$789K -$10.2K -150 -1%
SAM
864
Summit Asset Management
Tennessee
$787K +$43.9K +646 +6%
IC
865
Inverness Counsel
New York
$785K -$773K – –
CCM
866
Canal Capital Management
Virginia
$784K -$319K -4,683 -29%
KWM
867
Kingsview Wealth Management
Oregon
$777K +$175K +2,565 +29%
IBOK
868
Independence Bank of Kentucky
Kentucky
$767K -$15.8K -233 -2%
SCM
869
Snow Capital Management
Pennsylvania
$765K +$122K +1,800 +19%
PBO
870
Peoples Bank (Ohio)
Ohio
$761K -$81.7K -1,201 -10%
PL
871
Parthenon LLC
Kentucky
$754K -$40.8K -600 -5%
ECM
872
Elgethun Capital Management
South Dakota
$752K – – –
ZF
873
Zhang Financial
Michigan
$752K – – –
KFC
874
Klingenstein Fields & Co
New York
$749K -$12.9K -190 -2%
SWM
875
SeaCrest Wealth Management
New York
$748K +$414K +6,088 +124%
33 34
35
36 37