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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 %
AIM
926
Allen Investment Management
New York
$788K -$419K -7,125 -35%
PFA
927
Pure Financial Advisors
California
$788K +$33K +561 +4%
PPP
928
Private Portfolio Partners
New Jersey
$785K +$785K +13,363 New
SI
929
SimpliFi Inc
California
$778K -$1.41M -23,973 -64%
DDPIC
930
Deroy & Devereaux Private Investment Counsel
Michigan
$774K – – –
FTC
931
Farmers Trust Company
Ohio
$767K -$51K -868 -6%
EWA
932
ERTS Wealth Advisors
Michigan
$764K +$764K +12,995 New
MSAM
933
Moloney Securities Asset Management
Missouri
$763K +$277K +4,707 +57%
LC
934
LCNB Corp
Ohio
$755K – – –
CA
935
Cambridge Advisors
Nebraska
$754K +$30.6K +520 +4%
RTS
936
Round Table Services
New Jersey
$754K +$754K +12,825 New
Fisher Asset Management
937
Fisher Asset Management
Washington
$751K +$168K +2,850 +29%
LPIC
938
LeJeune Puetz Investment Counsel
Michigan
$750K -$97K -1,650 -11%
KPCM
939
Kings Point Capital Management
New York
$749K -$239K -4,068 -24%
AT
940
Arden Trust
Delaware
$745K +$98.5K +1,675 +15%
EWM
941
Empirical Wealth Management
Washington
$744K +$206K +3,502 +38%
TP
942
Truvvo Partners
New York
$743K – – –
MBTD
943
Mechanics Bank - Trust Department
California
$740K -$52.6K -895 -7%
OIA
944
Optimum Investment Advisors
Illinois
$736K -$251K -4,270 -25%
NFG
945
Nations Financial Group
Iowa
$733K -$8.82K -150 -1%
PFM
946
Probabilities Fund Management
New York
$733K +$23.2K +395 +3%
LIM
947
Leavell Investment Management
Alabama
$731K +$8.82K +150 +1%
BIA
948
BHK Investment Advisors
Alabama
$727K -$23.4K -398 -3%
EWMCB
949
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$727K – – –
DJSG
950
D.J. St. Germain
Massachusetts
$727K +$194K +3,311 +37%
36 37
38
39 40