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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 %
KFGK
976
Keystone Financial Group (Kentucky)
Kentucky
$654K +$114K +1,935 +21%
WIC
977
Woodmont Investment Counsel
Tennessee
$651K +$398K +6,770 +157%
PA
978
Parallel Advisors
California
$646K -$343K -5,831 -35%
RMCM
979
Reynders McVeigh Capital Management
Massachusetts
$645K +$1.41K +24 +0.2%
GAM
980
Garrison Asset Management
Arkansas
$644K +$644K +10,961 New
BWM
981
Baystate Wealth Management
Massachusetts
$638K +$584K +9,407 +1,073%
KFC
982
Klingenstein Fields & Co
New York
$633K -$14.1K -240 -2%
VRM
983
Vectors Research Management
New York
$633K +$75.6K +1,285 +14%
ZF
984
Zhang Financial
Michigan
$630K -$19.4K -330 -3%
BHBT
985
Burke & Herbert Bank & Trust
Virginia
$624K -$71.7K -1,220 -10%
PFA
986
Paradigm Financial Advisors
Missouri
$622K +$38.8K +660 +7%
First Manhattan
987
First Manhattan
New York
$621K -$276K -4,708 -31%
ECM
988
Evergreen Capital Management
Washington
$618K +$40.4K +688 +7%
CCG
989
Cypress Capital Group
Florida
$617K +$44.1K +750 +8%
MFGP
990
Marshall Financial Group (Pennsylvania)
Pennsylvania
$616K +$616K +10,482 New
RIG
991
Roosevelt Investment Group
New York
$613K -$107K -1,816 -15%
APW
992
Acima Private Wealth
Virginia
$613K +$613K +10,422 New
HCM
993
Hengehold Capital Management
Ohio
$613K +$613K +10,428 New
GP
994
Girard Partners
Pennsylvania
$608K +$375K +6,384 +161%
AIM
995
Avity Investment Management
Connecticut
$601K +$1.47K +25 +0.2%
OFW
996
Omnia Family Wealth
Florida
$598K -$46.7K -794 -7%
AWM
997
Altavista Wealth Management
North Carolina
$598K +$194K +3,300 +48%
SWRP
998
Summit Wealth & Retirement Planning
California
$598K +$598K +10,177 New
PCM
999
Parsons Capital Management
Rhode Island
$596K -$38.2K -651 -6%
CCMD
1000
Cypress Capital Management (Delaware)
Delaware
$596K – – –
38 39
40
41 42