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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 %
CT
901
Cambridge Trust
Massachusetts
$833K -$222K -3,420 -21%
CA
902
Cambridge Advisors
Nebraska
$832K – – –
LFA
903
Legacy Financial Advisors
Kentucky
$830K +$436K +6,729 +111%
SXL
904
Summit X LLC
Missouri
$829K +$452K +6,954 +120%
OWA
905
Outlook Wealth Advisors
Texas
$829K +$773K +11,917 +1,389%
FUBT
906
First United Bank & Trust
Maryland
$827K -$211K -3,251 -20%
LPIC
907
LeJeune Puetz Investment Counsel
Michigan
$827K – – –
FWM
908
Frontier Wealth Management
Missouri
$826K -$1.3M -20,004 -61%
GVAG
909
Great Valley Advisor Group
Delaware
$825K +$825K +12,707 New
GSWM
910
Golden State Wealth Management
California
$823K +$823K +12,688 New
EWA
911
ERTS Wealth Advisors
Michigan
$822K -$21.2K -326 -3%
DSA
912
Droms Strauss Advisors
Missouri
$811K -$562K -8,649 -41%
LIM
913
Leavell Investment Management
Alabama
$806K – – –
SWM
914
Stockman Wealth Management
Montana
$806K +$15.8K +243 +2%
CBT
915
Capital Bank & Trust
California
$803K -$19.2M -295,965 -96%
EWMCB
916
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$803K – – –
LDB
917
Lee, Danner & Bass
Tennessee
$794K -$324 -5 -0%
DJSG
918
D.J. St. Germain
Massachusetts
$790K -$12.3K -190 -2%
CSIC
919
Clifford Swan Investment Counsel
California
$783K – – –
EGA
920
Eagle Global Advisors
Texas
$782K -$104K -1,600 -12%
SG
921
Somerset Group
Minnesota
$781K – – –
AssetMark Inc
922
AssetMark Inc
California
$779K -$2.46M -37,900 -76%
JWA
923
JFS Wealth Advisors
Pennsylvania
$770K +$43.2K +666 +6%
NFG
924
Nations Financial Group
Iowa
$769K -$40K -617 -5%
RMCM
925
Reynders McVeigh Capital Management
Massachusetts
$763K +$51.6K +796 +7%
35 36
37
38 39