EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
901
Summit X LLC
Missouri
$846K -$4.37K -67 -0.5%
GHAM
902
Gilman Hill Asset Management
Connecticut
$844K +$38.9K +597 +5%
MWM
903
Marietta Wealth Management
Georgia
$839K -$108K -1,649 -11%
CA
904
Cambridge Advisors
Nebraska
$835K – – –
EARNEST Partners
905
EARNEST Partners
Georgia
$827K – – –
PBO
906
Peoples Bank (Ohio)
Ohio
$824K -$76.6K -1,175 -9%
KCM
907
Kanawha Capital Management
Virginia
$823K -$65.2K -1,000 -7%
LSA
908
L & S Advisors
California
$823K +$215K +3,301 +35%
EWA
909
ERTS Wealth Advisors
Michigan
$820K -$52.2K -801 -6%
EP
910
Edgestream Partners
New Jersey
$819K +$819K +12,554 New
AWE
911
Avidian Wealth Enterprises
Texas
$816K +$816K +12,512 New
IP
912
Intellectus Partners
California
$815K -$76.2K -1,168 -9%
DDC
913
DF Dent & Co
Maryland
$813K -$68.5K -1,051 -8%
LIM
914
Leavell Investment Management
Alabama
$810K -$848 -13 -0.1%
EWMCB
915
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$807K – – –
WI
916
Wintrust Investments
Illinois
$804K -$6.07K -93 -0.7%
JIC
917
Joel Isaacson & Co
New York
$802K +$151K +2,314 +23%
DDPIC
918
Deroy & Devereaux Private Investment Counsel
Michigan
$795K -$5.93K -91 -0.7%
EW
919
Evoke Wealth
California
$793K +$793K +12,160 New
CSIC
920
Clifford Swan Investment Counsel
California
$787K – – –
WP
921
WealthShield Partners
North Carolina
$787K +$37K +568 +5%
OC
922
Oakworth Capital
Alabama
$786K – – –
PGWM
923
Parisi Gray Wealth Management
New Jersey
$782K +$87.7K +1,345 +13%
SWM
924
Stockman Wealth Management
Montana
$779K +$8.21K +126 +1%
M
925
MOTCO
Texas
$777K -$221K -3,385 -22%
35 36
37
38 39