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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 %
PT
976
Plimoth Trust
Massachusetts
$484K +$10.2K +150 +2%
OCAM
977
Onex Canada Asset Management
Ontario, Canada
$477K – – –
FHA
978
Flagship Harbor Advisors
Massachusetts
$474K -$19.3K -283 -4%
OA
979
Oxbow Advisors
Texas
$472K – – –
GAG
980
GM Advisory Group
New York
$468K -$5.43K -80 -1%
AWM
981
Altavista Wealth Management
North Carolina
$468K – – –
CA
982
Commerzbank Aktiengesellschaft
Germany
$462K – – –
GWM
983
Greenwich Wealth Management
Connecticut
$459K – – –
MWM
984
Modera Wealth Management
New Jersey
$456K – – –
BIA
985
Bigelow Investment Advisors
Maine
$455K +$38.1K +560 +9%
MWPCG
986
Measured Wealth Private Client Group
New Hampshire
$454K – – –
GCA
987
Guardian Capital Advisors
Ontario, Canada
$452K -$181K -2,750 -29%
SCM
988
SOL Capital Management
Maryland
$451K – – –
FFW
989
Fusion Family Wealth
New York
$450K -$23.1K -340 -5%
GCA
990
Gradient Capital Advisors
California
$450K – – –
MPI
991
Mairs & Power Inc
Minnesota
$445K -$65.8K -967 -13%
PFSC
992
Peoples Financial Services Corp
Pennsylvania
$445K -$20.4K -300 -4%
FNFDCM
993
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$445K -$11.2K -165 -2%
UWM
994
USAdvisors Wealth Management
Minnesota
$445K -$8.91K -131 -2%
ST
995
Spinnaker Trust
Maine
$444K +$166K +2,451 +60%
FAT
996
First American Trust
California
$443K +$8.51K +125 +2%
CF
997
Corrigan Financial
Rhode Island
$440K – – –
W
998
Wealthfront
California
$434K -$449K -6,595 -51%
AA
999
Ancora Advisors
Ohio
$434K -$160K -2,349 -27%
BWP
1000
Baldwin Wealth Partners
Massachusetts
$432K +$432K +6,350 New
38 39
40
41 42