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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 %
CCM
876
Colorado Capital Management
Colorado
$935K -$67.3K -1,145 -7%
CWM
877
Centric Wealth Management
Illinois
$933K +$933K +15,866 New
SMFS
878
Squar Milner Financial Services
California
$924K -$268K -4,554 -22%
BCI
879
Brinker Capital Investments
Pennsylvania
$919K -$735K -12,500 -44%
CHA
880
Cedar Hill Associates
Illinois
$918K +$88.2K +1,500 +11%
KLCM
881
KG&L Capital Management
Louisiana
$916K +$916K +15,671 New
BIAS
882
Beacon Investment Advisory Services
New Jersey
$904K +$582K +9,893 +180%
WP
883
WealthPLAN Partners
Nebraska
$901K +$660K +10,381 +275%
SFG
884
Sage Financial Group
Pennsylvania
$900K +$900K +15,307 New
HWA
885
Heritage Wealth Advisors
Virginia
$893K +$529 +9 +0.1%
LC
886
Lourd Capital
California
$892K – – –
DPI
887
Diversified Portfolios Inc
Michigan
$889K -$3.12K -53 -0.3%
PWM
888
Patriot Wealth Management
Texas
$888K +$888K +15,110 New
CJA
889
C-J Advisory
California
$880K +$999 +17 +0.1%
1CP
890
1607 Capital Partners
Virginia
$879K +$879K +14,950 New
PBO
891
Peoples Bank (Ohio)
Ohio
$877K +$219K +3,732 +33%
KWM
892
Kingsview Wealth Management
Oregon
$875K +$204K +3,462 +30%
CIP
893
Chartwell Investment Partners
Pennsylvania
$873K -$9.16M -155,809 -91%
EA
894
Elm Advisors
California
$873K – – –
FCB
895
First Command Bank
Texas
$872K -$812K -13,811 -48%
FCFS
896
First Command Financial Services
Texas
$872K -$812K -13,811 -48%
FC
897
FCA Corp
Texas
$870K -$51.6K -877 -6%
CC
898
Cedar Capital
Illinois
$870K -$43.4K -738 -5%
FIMS
899
FBL Investment Management Services
Iowa
$865K -$15M -254,906 -95%
TCPWM
900
Traverso Chambers Private Wealth Management
California
$852K +$852K +14,500 New
34 35
36
37 38