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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 %
AIM
951
Anchor Investment Management
South Carolina
$539K -$12.2K -179 -2%
FMC
952
First Merchants Corp
Indiana
$536K -$12.2K -179 -2%
VCP
953
Vista Capital Partners
Oregon
$534K – – –
DBRC
954
D.B. Root & Company
Pennsylvania
$531K -$197K -2,897 -27%
DP
955
Dearborn Partners
Illinois
$528K -$20.4K -300 -4%
B
956
Bellecapital
Switzerland
$524K +$524K +7,704 New
RC
957
Roundview Capital
New Jersey
$523K – – –
PMFA
958
Plante Moran Financial Advisors
Michigan
$519K +$26.3K +387 +5%
WGCA
959
Wolf Group Capital Advisors
Virginia
$518K -$79.8K -1,175 -13%
IWP
960
Icon Wealth Partners
Texas
$512K -$166K -2,446 -25%
ACM
961
Alpha Capital Management
Texas
$512K +$71.6K +1,054 +16%
TCCM
962
Timber Creek Capital Management
Massachusetts
$504K -$6.32K -93 -1%
SAS
963
Stelac Advisory Services
New York
$504K – – –
HCA
964
Horan Capital Advisors
Ohio
$500K +$186K +2,735 +59%
BAMG
965
Brand Asset Management Group
Missouri
$499K – – –
DHFB
966
Dixon Hubard Feinour & Brown
Virginia
$493K +$109K +1,600 +28%
TPWA
967
TRUE Private Wealth Advisors
Oregon
$492K -$45.6K -670 -8%
OC
968
Oarsman Capital
Wisconsin
$492K +$7.13K +105 +1%
Neuberger Berman Group
969
Neuberger Berman Group
New York
$491K -$1.09M -15,978 -69%
SIAP
970
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$491K -$84.4K -1,241 -15%
TCM
971
TD Capital Management
Tennessee
$488K -$1.16K -17 -0.2%
FANJ
972
Financial Architects (New Jersey)
New Jersey
$488K +$141K +2,078 +41%
IFA
973
Interactive Financial Advisors
Illinois
$487K -$748 -11 -0.2%
GC
974
Gibson Capital
Pennsylvania
$484K -$31.3K -463 -6%
SP
975
Successful Portfolios
Florida
$484K -$11.9K -175 -2%
37 38
39
40 41