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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 %
BTW
926
Boston Trust Walden
Massachusetts
$599K -$30.6K -450 -5%
PTB
927
Pioneer Trust Bank
Oregon
$598K – – –
GCM
928
Gladius Capital Management
Illinois
$598K +$598K +8,800 New
PA
929
Paracle Advisors
Washington
$594K +$48.2K +709 +9%
SCG
930
Sonata Capital Group
Washington
$591K +$26.9K +396 +5%
NA
931
Nottingham Advisors
New York
$590K -$55.7K -820 -9%
CFA
932
Cahill Financial Advisors
Minnesota
$588K -$839K -12,341 -59%
FWP
933
FAS Wealth Partners
Kansas
$588K -$54.4K -800 -8%
SAM
934
Seelaus Asset Management
New Jersey
$584K – – –
CFA
935
Carroll Financial Associates
North Carolina
$580K – – –
DCM
936
Donaldson Capital Management
Indiana
$575K -$160K -2,355 -22%
IIM
937
Ipswich Investment Management
Massachusetts
$574K +$574K +8,436 New
WCF
938
West Coast Financial
California
$573K +$224K +3,301 +64%
BCMO
939
Buckingham Capital Management (Ohio)
Ohio
$572K -$6.46K -95 -1%
PP
940
Paloma Partners
Connecticut
$571K +$571K +8,400 New
JFA
941
Johanson Financial Advisors
California
$565K – – –
BFA
942
Bragg Financial Advisors
North Carolina
$564K -$4.15K -61 -0.7%
MSAM
943
Moloney Securities Asset Management
Missouri
$563K -$38K -559 -6%
MCG
944
McCollum Christoferson Group
New York
$560K – – –
TBNY
945
Trustco Bank (New York)
New York
$556K – – –
CWM
946
Connecticut Wealth Management
Connecticut
$549K -$13.6K -200 -2%
CAS
947
Cue Advisory Services
Arizona
$547K -$190K -2,800 -26%
DWA
948
Douglass Winthrop Advisors
New York
$546K – – –
MHIM
949
MacNealy Hoover Investment Management
Ohio
$546K – – –
NPF
950
Norris Perne & French
Michigan
$546K +$68.4K +1,007 +14%
36 37
38
39 40