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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 %
1NWS
926
1 North Wealth Services
Maryland
$762K -$123K -1,897 -14%
PA
927
Parallel Advisors
California
$760K +$47.6K +735 +7%
CFA
928
Cahill Financial Advisors
Minnesota
$757K – – –
CCM
929
Carlson Capital Management
Minnesota
$754K +$8.24K +127 +1%
WTFG
930
Wells Trecaso Financial Group
Ohio
$753K – – –
LC
931
LCNB Corp
Ohio
$751K -$82.1K -1,266 -10%
SFP
932
Shepherd Financial Partners
Massachusetts
$750K -$29.5K -455 -4%
GHAM
933
Gilman Hill Asset Management
Connecticut
$748K -$475K -7,320 -39%
CAGAS
934
Capital Advisory Group Advisory Services
Minnesota
$747K -$18.1K -280 -2%
WIC
935
Woodmont Investment Counsel
Tennessee
$743K +$24.3K +375 +3%
CPA
936
Clear Perspective Advisors
Illinois
$733K – – –
STMM
937
South Texas Money Management
Texas
$732K +$79.5K +1,226 +12%
FA
938
Financial Advisors
Massachusetts
$731K -$259 -4 -0%
OIA
939
Optimum Investment Advisors
Illinois
$730K -$81.8K -1,262 -10%
SCM
940
Snow Capital Management
Pennsylvania
$729K – – –
MCG
941
McCollum Christoferson Group
New York
$729K +$195K +3,000 +36%
RC
942
RegentAtlantic Capital
New Jersey
$716K +$124K +1,920 +21%
AT
943
Arden Trust
Delaware
$713K -$109K -1,682 -13%
GAM
944
Garrison Asset Management
Arkansas
$711K – – –
RPC
945
Rossmore Private Capital
Connecticut
$709K -$1.3M -20,050 -65%
FFG
946
Frisch Financial Group
New York
$706K -$183K -2,822 -21%
BIA
947
BHK Investment Advisors
Alabama
$705K -$97.3K -1,500 -12%
HCM
948
Hudson Capital Management
New Jersey
$705K +$254K +3,886 +56%
RTS
949
Round Table Services
New Jersey
$703K -$129K -1,983 -15%
PA
950
PFG Advisors
Arizona
$700K -$28.4K -426 -4%
36 37
38
39 40