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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 %
OFG
876
Oxford Financial Group
Indiana
$906K -$1.42M -21,960 -61%
SDWMA
877
Schneider Downs Wealth Management Advisors
Pennsylvania
$906K – – –
QCG
878
Quadrant Capital Group
Ohio
$904K – – –
QCM
879
Quadrant Capital Management
New Jersey
$904K +$26.1K +403 +3%
Axa
880
Axa
France
$903K -$2.33M -35,850 -72%
TW
881
Transform Wealth
Colorado
$902K +$902K +13,900 New
CTC
882
Central Trust Company
Missouri
$900K -$216K -3,324 -19%
NNP
883
Nachman Norwood & Parrott
South Carolina
$890K -$344K -5,300 -28%
CLOS
884
Compagnie Lombard Odier SCmA
Switzerland
$890K – – –
ACM
885
Armbruster Capital Management
New York
$890K +$1.62K +25 +0.2%
KCM
886
Kanawha Capital Management
Virginia
$884K -$6.49K -100 -0.7%
BC
887
Burney Company
Virginia
$882K -$30.8K -475 -3%
COI
888
Capital One Investing
Virginia
$880K -$356K -5,488 -29%
TCM
889
Telos Capital Management
California
$879K -$30.7K -474 -3%
DDC
890
DF Dent & Co
Maryland
$877K +$447K +6,897 +104%
AIM
891
Allen Investment Management
New York
$870K – – –
EWM
892
Empirical Wealth Management
Washington
$868K +$47.3K +730 +6%
MWM
893
Meridian Wealth Management
Kentucky
$865K +$348K +5,479 +67%
OC
894
Oakworth Capital
Alabama
$860K -$17.1K -263 -2%
BWP
895
Baldwin Wealth Partners
Massachusetts
$858K +$290K +4,478 +51%
WP
896
WealthPLAN Partners
Nebraska
$851K -$64.8K -1,002 -7%
AWM
897
AE Wealth Management
Kansas
$849K -$464K -7,147 -35%
DDPIC
898
Deroy & Devereaux Private Investment Counsel
Michigan
$844K -$10.7K -165 -1%
PFA
899
Pinnacle Family Advisors
Missouri
$840K +$840K +12,956 New
MSAM
900
Moloney Securities Asset Management
Missouri
$834K -$8.57K -132 -1%
34 35
36
37 38