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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 %
AIM
851
Aspen Investment Management
Michigan
$999K -$246K -4,188 -20%
RCM
852
RNC Capital Management
California
$990K +$990K +16,850 New
CIM
853
Contravisory Investment Management
Massachusetts
$983K -$3.64K -62 -0.4%
OFG
854
OTA Financial Group
New York
$982K +$982K +16,711 New
FFA
855
First Foundation Advisors
California
$979K +$171K +2,910 +21%
CWM
856
Cornerstone Wealth Management
Missouri
$978K -$110M -1,870,674 -99%
SGAM
857
Stephens Group Asset Management
Arkansas
$978K -$778K -13,237 -44%
CG
858
Cynosure Group
Utah
$969K +$969K +16,491 New
VDFA
859
Vickerman & Driscoll Financial Advisors
Washington
$968K +$62.9K +1,071 +7%
WS
860
Wedbush Securities
California
$965K +$33.6K +572 +4%
MWM
861
Marietta Wealth Management
Georgia
$959K -$686K -11,668 -42%
AIA
862
Avalon Investment & Advisory
Texas
$958K -$900K -15,311 -48%
CANC
863
Culbertson A N & Co
Virginia
$958K -$183K -3,106 -16%
WANY
864
Wealthspire Advisors (New York)
New York
$957K +$957K +16,279 New
CT
865
Cambridge Trust
Massachusetts
$956K -$70.3K -1,196 -7%
SC
866
Savant Capital
Illinois
$951K -$108K -1,836 -10%
RG
867
Rikoon Group
New Mexico
$944K -$36.1K -615 -4%
NL
868
NWAM LLC
Washington
$943K -$1.07M -18,172 -53%
BB
869
Busey Bank
Illinois
$943K +$32.4K +552 +4%
PFO
870
Pathstone Family Office
New Jersey
$942K +$18.1K +308 +2%
DW
871
Domani Wealth
Pennsylvania
$941K +$40K +681 +4%
BPC
872
Banque Pictet & Cie
Switzerland
$940K -$1.02M -17,300 -52%
PNAA
873
Pictet North America Advisors
Switzerland
$940K -$1.02M -17,300 -52%
FUBT
874
First United Bank & Trust
Maryland
$940K -$231K -3,930 -20%
WAM
875
Watermark Asset Management
California
$940K -$142K -2,414 -13%
33 34
35
36 37