EFA icon

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 %
SIM
901
Sterling Investment Management
Arizona
$664K +$50.9K +750 +8%
BSB
902
Bangor Savings Bank
Maine
$663K -$20.3K -298 -3%
CCG
903
Cypress Capital Group
Florida
$662K -$238K -3,504 -26%
DSC
904
Duncker Streett & Co
Missouri
$661K – – –
PCA
905
Personal Capital Advisors
California
$661K +$69.2K +1,017 +12%
RC
906
RegentAtlantic Capital
New Jersey
$660K +$21.9K +322 +3%
ACS
907
Archford Capital Strategies
Illinois
$658K -$42K -618 -6%
SWA
908
SFMG Wealth Advisors
Texas
$654K – – –
MC
909
Moors & Cabot
Massachusetts
$648K +$140K +2,050 +27%
ClearBridge Investments
910
ClearBridge Investments
New York
$647K +$647K +9,510 New
Grantham, Mayo, Van Otterloo & Co (GMO)
911
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$645K -$3.62M -53,242 -85%
CFN
912
Cordasco Financial Network
Florida
$644K +$6.05K +89 +0.9%
FA
913
FMA Advisory
Pennsylvania
$631K +$68 +1 +0%
VRM
914
Vectors Research Management
New York
$629K +$629K +9,478 New
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$626K -$2.18K -32 -0.3%
FWC
916
First Washington Corp
Washington
$626K – – –
EWM
917
Empirical Wealth Management
Washington
$623K -$8.37K -123 -1%
EIA
918
Eldridge Investment Advisors
New Hampshire
$621K -$6.8K -100 -1%
MRCM
919
M&R Capital Management
New Jersey
$620K – – –
DJSG
920
D.J. St. Germain
Massachusetts
$616K +$294K +4,326 +91%
CLOS
921
Compagnie Lombard Odier SCmA
Switzerland
$612K -$68K -1,000 -10%
FHC
922
Forest Hill Capital
Arkansas
$612K – – –
WA
923
Wealth Architects
California
$609K +$156K +2,289 +34%
STMM
924
South Texas Money Management
Texas
$603K -$109K -1,606 -15%
WP
925
WealthShield Partners
North Carolina
$603K -$26.5K -390 -4%
35 36
37
38 39