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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 %
WFM
951
Wolff Financial Management
Michigan
$726K +$726K +12,344 New
LDB
952
Lee, Danner & Bass
Tennessee
$720K -$30.8K -524 -4%
SWM
953
Stockman Wealth Management
Montana
$716K -$11.8K -200 -2%
CCP
954
Corient Capital Partners
California
$714K -$6.93K -118 -1%
CSIC
955
Clifford Swan Investment Counsel
California
$709K – – –
SG
956
Somerset Group
Minnesota
$708K -$474K -8,068 -40%
SFP
957
Shepherd Financial Partners
Massachusetts
$707K -$784K -13,323 -53%
CAGAS
958
Capital Advisory Group Advisory Services
Minnesota
$702K -$26.1K -440 -4%
HC
959
HNP Capital
New York
$695K +$695K +11,820 New
CFA
960
Cahill Financial Advisors
Minnesota
$686K +$178K +3,022 +35%
PA
961
PFG Advisors
Arizona
$684K +$289K +4,605 +73%
IC
962
Inverness Counsel
New York
$683K -$785K – –
WTFG
963
Wells Trecaso Financial Group
Ohio
$682K – – –
LCM
964
Legato Capital Management
California
$679K -$1.81M -30,838 -73%
DSN
965
D. Scott Neal
Kentucky
$677K -$16.6M -282,171 -96%
CCM
966
Carlson Capital Management
Minnesota
$675K -$145K -2,476 -18%
NSAM
967
North Star Asset Management
Wisconsin
$664K +$22.6K +385 +4%
CPA
968
Clear Perspective Advisors
Illinois
$664K +$26.4K +449 +4%
FA
969
Financial Advisors
Massachusetts
$663K +$663K +11,276 New
SCM
970
Snow Capital Management
Pennsylvania
$661K – – –
BAS
971
Brown Advisory Securities
Maryland
$659K -$43.7K -748 -6%
JWA
972
JFS Wealth Advisors
Pennsylvania
$659K -$27.2K -463 -4%
AW
973
ACG Wealth
Georgia
$657K -$92.2K -1,567 -12%
CC
974
Cassaday & Co
Virginia
$655K +$617K +10,510 +1,642%
SWM
975
SeaCrest Wealth Management
New York
$654K +$6.88K +117 +1%
37 38
39
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