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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 %
AT
876
Arden Trust
Delaware
$747K -$54.9K -808 -7%
WAAG
877
Wealth Alliance Advisory Group
Kansas
$745K -$37.9K -558 -5%
OFW
878
Omnia Family Wealth
Florida
$745K – – –
RMCM
879
Reynders McVeigh Capital Management
Massachusetts
$744K -$364K -5,359 -33%
NSAM
880
North Star Asset Management
Wisconsin
$742K – – –
CPA
881
Clear Perspective Advisors
Illinois
$738K +$67.8K +997 +10%
PCM
882
Parsons Capital Management
Rhode Island
$734K -$14.2K -209 -2%
FA
883
FDx Advisors
Illinois
$732K -$2.06M -30,234 -74%
PCM
884
Pointe Capital Management
Michigan
$714K -$75.8K -1,114 -10%
IIA
885
IPG Investment Advisors
California
$713K – – –
CAI
886
Capital Advisors Inc
Oklahoma
$710K – – –
AssetMark Inc
887
AssetMark Inc
California
$709K -$32.7K -481 -4%
PAM
888
Private Asset Management
California
$697K +$52.3K +770 +8%
AIM
889
Avity Investment Management
Connecticut
$693K +$26.8K +395 +4%
CCB
890
Cutter & Co Brokerage
Missouri
$692K +$692K +10,172 New
CCMD
891
Cypress Capital Management (Delaware)
Delaware
$690K +$31.1K +457 +5%
BBA
892
BLB&B Advisors
Pennsylvania
$681K +$56.7K +834 +9%
AF
893
Alerus Financial
North Dakota
$680K -$202K -2,978 -23%
MFT
894
Moisand Fitzgerald Tamayo
Florida
$678K -$11.8K -173 -2%
Fisher Asset Management
895
Fisher Asset Management
Washington
$675K -$199K -2,926 -23%
PFA
896
Paradigm Financial Advisors
Missouri
$674K +$14.4K +212 +2%
CWS
897
Cypress Wealth Services
California
$672K -$281K -4,138 -30%
VHAM
898
Van Hulzen Asset Management
California
$672K -$25K -368 -4%
PHS
899
Pekin Hardy Strauss
Illinois
$670K +$53.4K +785 +9%
ECM
900
Evergreen Capital Management
Washington
$668K – – –
34 35
36
37 38