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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 %
OSNBOA
901
Old Second National Bank of Aurora
Illinois
$851K – – –
SCCM
902
Schafer Cullen Capital Management
New York
$841K +$841K +14,303 New
BCM
903
Brookmont Capital Management
Texas
$839K +$93.5K +1,592 +13%
PCA
904
Personal Capital Advisors
California
$834K +$263K +4,470 +46%
LFG
905
LifePlan Financial Group
Ohio
$833K +$5.41K +92 +0.7%
RCM
906
Radnor Capital Management
Pennsylvania
$829K – – –
BC
907
Burney Company
Virginia
$827K -$8.76K -149 -1%
TCM
908
Telos Capital Management
California
$825K +$38.9K +661 +5%
PGWM
909
Parisi Gray Wealth Management
New Jersey
$824K -$16.8K -286 -2%
QCG
910
Quadrant Capital Group
Ohio
$821K -$755K -12,855 -48%
SDWMA
911
Schneider Downs Wealth Management Advisors
Pennsylvania
$821K +$100K +1,706 +14%
NFC
912
Northeast Financial Consultants
Connecticut
$820K -$118K -2,012 -13%
BRWA
913
B. Riley Wealth Advisors
Florida
$813K +$45.5K +773 +6%
FAM
914
Formidable Asset Management
Ohio
$811K +$33.8K +575 +4%
KCM
915
Kanawha Capital Management
Virginia
$807K -$144K -2,457 -15%
CLOS
916
Compagnie Lombard Odier SCmA
Switzerland
$806K +$277K +4,716 +52%
FFG
917
Frisch Financial Group
New York
$806K +$806K +13,706 New
ACM
918
Armbruster Capital Management
New York
$805K -$34.9K -594 -4%
BP
919
BBR Partners
New York
$805K +$805K +13,700 New
EGA
920
Eagle Global Advisors
Texas
$803K +$50K +850 +7%
ATC
921
Adirondack Trust Company
New York
$802K -$139K -2,365 -15%
1NWS
922
1 North Wealth Services
Maryland
$802K +$802K +13,649 New
QCM
923
Quadrant Capital Management
New Jersey
$796K – – –
OC
924
Oakworth Capital
Alabama
$795K -$4.65K -79 -0.6%
JIC
925
Joel Isaacson & Co
New York
$790K +$21.4K +350 +3%
35 36
37
38 39