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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
1
Fidelity Investments
Massachusetts
$1.11B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$442M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$980M
4
CI
4
Cambiar Investors
Colorado
$373M
5
Wells Fargo
5
Wells Fargo
California
$1.91B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.6B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$404M
3
BlackRock
3
BlackRock
New York
$4.13B
4
QIM
4
Quantitative Investment Management
Virginia
$24.7M
5
Bank of America
5
Bank of America
North Carolina
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$73.9M -$2.75M -46,771 -4%
CS
77
Credit Suisse
Switzerland
$73.6M +$3.91M +66,588 +6%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$73.1M +$52.6M +894,079 +256%
BPB
79
Badgley, Phelps & Bell
Washington
$71.5M -$7.89M -134,265 -10%
V
80
Veritable
Delaware
$71M +$38.6M +657,256 +119%
MIA
81
MainStreet Investment Advisors
Illinois
$70M -$2.96M -50,276 -4%
Brown Advisory
82
Brown Advisory
Maryland
$68.2M +$34.8M +591,370 +104%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$67.7M +$26.7M +454,875 +65%
William Blair & Company
84
William Blair & Company
Illinois
$64M +$21.4M +364,432 +50%
AG
85
Advisor Group
Arizona
$63.5M +$4.36M +74,172 +7%
Cerity Partners
86
Cerity Partners
New York
$60.7M +$41.9M +713,240 +223%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$57.4M -$11.7M -198,285 -17%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$54.4M -$28.7M -487,636 -34%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$54.2M +$16.9M +287,194 +45%
GBA
90
Global Beta Advisors
Pennsylvania
$53.5M +$53.5M +909,326 New
PAM
91
Panagora Asset Management
Massachusetts
$53.2M +$24.8M +421,790 +87%
SAM
92
Silvercrest Asset Management
New York
$50.9M +$9.58M +162,920 +23%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$49.5M -$8.21M -139,658 -14%
BF
94
BOK Financial
Oklahoma
$48.6M +$6.02M +102,462 +14%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$48.5M -$113M -1,920,841 -70%
SO
96
STRS Ohio
Ohio
$48.4M +$46.6M +793,000 +2,558%
AIG
97
American International Group
New York
$48.4M +$29.4M +500,900 +155%
Public Sector Pension Investment Board (PSP Investments)
98
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.4M +$39.6M +674,000 +451%
GLI
99
Guardian Life Insurance
New York
$48.2M – – –
CBU
100
CIBC Bank USA
Illinois
$46.8M -$20.5M -348,911 -30%
2 3
4
5 6