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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 %
CWS
926
Cypress Wealth Services
California
$777K -$170K -2,604 -18%
TCM
927
Telos Capital Management
California
$775K -$52.6K -806 -6%
CFA
928
Cahill Financial Advisors
Minnesota
$775K – – –
PFA
929
Pinnacle Family Advisors
Missouri
$775K +$65.4K +1,003 +9%
ACM
930
Armbruster Capital Management
New York
$766K -$65.2K -1,000 -8%
CAM
931
ClariVest Asset Management
California
$766K +$607K +9,300 +381%
CAGAS
932
Capital Advisory Group Advisory Services
Minnesota
$764K -$33.1K -505 -4%
CA
933
Claro Advisors
Massachusetts
$758K +$296K +4,541 +64%
WTFG
934
Wells Trecaso Financial Group
Ohio
$757K – – –
HT
935
Heritage Trust
Oklahoma
$756K -$27.9K -428 -4%
JWA
936
JFS Wealth Advisors
Pennsylvania
$754K +$2.54K +39 +0.3%
WP
937
WealthPLAN Partners
Nebraska
$748K -$439K -6,455 -37%
NFG
938
Nations Financial Group
Iowa
$744K -$65K -965 -8%
CCM
939
Carlson Capital Management
Minnesota
$743K – – –
PCS
940
Personal CFO Solutions
New Jersey
$742K +$742K +11,382 New
FFA
941
First Foundation Advisors
California
$739K +$140K +2,142 +23%
CPA
942
Clear Perspective Advisors
Illinois
$737K – – –
FA
943
Financial Advisors
Massachusetts
$736K +$718 +11 +0.1%
SCM
944
Snow Capital Management
Pennsylvania
$733K – – –
SG
945
Somerset Group
Minnesota
$725K -$57K -874 -7%
DJSG
946
D.J. St. Germain
Massachusetts
$722K -$66.7K -1,023 -8%
TVAMP
947
Tennessee Valley Asset Management Partners
Tennessee
$722K +$147K +2,250 +26%
FFG
948
Frisch Financial Group
New York
$710K -$4.56K -70 -0.6%
KPCM
949
Kings Point Capital Management
New York
$709K -$148K -2,271 -17%
SWM
950
SeaCrest Wealth Management
New York
$708K +$70.5K +1,081 +11%
36 37
38
39 40