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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 %
RPC
951
Rossmore Private Capital
Connecticut
$703K – – –
HCM
952
Hengehold Capital Management
Ohio
$703K +$22.8K +349 +3%
MC
953
Moors & Cabot
Massachusetts
$698K +$215K +3,286 +45%
EGA
954
Eagle Global Advisors
Texas
$695K -$39.1K -600 -5%
APW
955
Acima Private Wealth
Virginia
$689K +$9.78K +150 +1%
OIA
956
Optimum Investment Advisors
Illinois
$689K +$22.8K +350 +3%
BHBT
957
Burke & Herbert Bank & Trust
Virginia
$686K +$6.92K +106 +1%
AIC
958
Ameritas Investment Company
Nebraska
$684K -$239K -3,665 -26%
AGU
959
Alpine Group USVI
U.S. Virgin Islands
$682K -$347K -5,312 -34%
SG
960
StoneX Group
New York
$679K -$39.4K -604 -5%
ZF
961
Zhang Financial
Michigan
$672K -$22.7K -348 -3%
SFP
962
Shepherd Financial Partners
Massachusetts
$666K -$87.7K -1,345 -12%
OFW
963
Omnia Family Wealth
Florida
$663K – – –
FFW
964
Fusion Family Wealth
New York
$661K – – –
BIA
965
BHK Investment Advisors
Alabama
$660K -$84.8K -1,300 -11%
MFGP
966
Marshall Financial Group (Pennsylvania)
Pennsylvania
$660K -$28K -429 -4%
PCM
967
Parsons Capital Management
Rhode Island
$659K -$16.2K -249 -2%
COI
968
Capital One Investing
Virginia
$658K -$154K -2,356 -19%
AIM
969
Avity Investment Management
Connecticut
$657K – – –
BWCS
970
Beirne Wealth Consulting Services
Connecticut
$656K – – –
RIA
971
Regal Investment Advisors
Michigan
$650K +$31.5K +484 +5%
BFIM
972
Beese Fulmer Investment Management
Ohio
$649K +$373K +5,722 +135%
MFT
973
Moisand Fitzgerald Tamayo
Florida
$648K – – –
BC
974
Brio Consultants
California
$646K +$49.6K +761 +8%
ECM
975
Evergreen Capital Management
Washington
$643K -$22.8K -350 -3%
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