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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 %
FCB
851
First Command Bank
Texas
$995K +$33.4K +515 +3%
FCFS
852
First Command Financial Services
Texas
$995K +$33.4K +515 +3%
Invesco
853
Invesco
Georgia
$994K -$45.3M -698,961 -98%
UBV
854
United Bank (Virginia)
Virginia
$993K -$442K -6,819 -31%
KPCM
855
Kings Point Capital Management
New York
$992K +$166K +2,563 +20%
WANY
856
Wealthspire Advisors (New York)
New York
$991K -$64.7K -997 -6%
MBTD
857
Mechanics Bank - Trust Department
California
$990K +$174K +2,679 +21%
CG
858
Cynosure Group
Utah
$986K -$84K -1,294 -8%
CJA
859
C-J Advisory
California
$981K -$3.02K -46 -0.3%
SI
860
SimpliFi Inc
California
$973K +$114K +1,757 +13%
DPI
861
Diversified Portfolios Inc
Michigan
$966K -$14.3K -220 -1%
CIP
862
Chartwell Investment Partners
Pennsylvania
$963K – – –
FTC
863
Farmers Trust Company
Ohio
$948K +$101K +1,560 +12%
H
864
HoyleCohen
California
$941K -$496K -7,649 -35%
FA
865
Fortis Advisors
Pennsylvania
$938K +$416K +6,412 +80%
PPSG
866
Princeton Portfolio Strategies Group
New Jersey
$936K +$936K +14,432 New
BWM
867
Baystate Wealth Management
Massachusetts
$929K +$248K +3,743 +36%
SFG
868
Sage Financial Group
Pennsylvania
$928K -$64.9K -1,000 -7%
LC
869
Lourd Capital
California
$926K -$58.2K -897 -6%
LFG
870
LifePlan Financial Group
Ohio
$923K +$4.22K +65 +0.5%
PFA
871
Pure Financial Advisors
California
$921K +$52K +802 +6%
BCM
872
Brookmont Capital Management
Texas
$920K -$6.68K -103 -0.7%
TCPWM
873
Traverso Chambers Private Wealth Management
California
$916K -$24.5K -377 -3%
RCM
874
Radnor Capital Management
Pennsylvania
$915K – – –
FC
875
FCA Corp
Texas
$911K -$48.4K -747 -5%
33 34
35
36 37