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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 %
CC
951
Cedar Capital
Illinois
$696K -$263K -4,059 -27%
ZF
952
Zhang Financial
Michigan
$695K – – –
FMC
953
First Merchants Corp
Indiana
$693K +$182K +2,800 +36%
TF
954
TimeScale Financial
Massachusetts
$688K -$449K -6,915 -39%
PGWM
955
Parisi Gray Wealth Management
New Jersey
$687K -$223K -3,439 -24%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$686K -$2.01K -31 -0.3%
PFA
957
Paradigm Financial Advisors
Missouri
$686K – – –
MFGP
958
Marshall Financial Group (Pennsylvania)
Pennsylvania
$680K – – –
AW
959
ACG Wealth
Georgia
$677K -$48K -740 -7%
HCM
960
Hengehold Capital Management
Ohio
$676K – – –
APW
961
Acima Private Wealth
Virginia
$676K – – –
HC
962
HNP Capital
New York
$675K -$91.2K -1,407 -12%
VRM
963
Vectors Research Management
New York
$675K -$22.7K -350 -3%
SG
964
StoneX Group
New York
$671K +$122K +1,876 +22%
FFW
965
Fusion Family Wealth
New York
$667K -$630K -9,716 -49%
KFC
966
Klingenstein Fields & Co
New York
$666K -$32.4K -500 -5%
AIM
967
Avity Investment Management
Connecticut
$663K – – –
SWRP
968
Summit Wealth & Retirement Planning
California
$660K – – –
OFW
969
Omnia Family Wealth
Florida
$659K – – –
PCM
970
Parsons Capital Management
Rhode Island
$658K – – –
NSAM
971
North Star Asset Management
Wisconsin
$654K -$78.4K -1,208 -11%
HT
972
Heritage Trust
Oklahoma
$653K +$106K +1,633 +19%
ECM
973
Evergreen Capital Management
Washington
$648K -$34.1K -525 -5%
MFT
974
Moisand Fitzgerald Tamayo
Florida
$646K – – –
JIC
975
Joel Isaacson & Co
New York
$645K -$195K -3,000 -23%
37 38
39
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