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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 %
GLA
976
Good Life Advisors
Pennsylvania
$641K -$1.3M -20,132 -67%
IIM
977
Ipswich Investment Management
Massachusetts
$638K +$101K +1,550 +19%
SWM
978
SeaCrest Wealth Management
New York
$636K -$85.4K -1,316 -12%
CFA
979
Carroll Financial Associates
North Carolina
$632K +$55.8K +861 +10%
KFGK
980
Keystone Financial Group (Kentucky)
Kentucky
$630K -$92K -1,418 -13%
AWM
981
Altavista Wealth Management
North Carolina
$628K -$32.4K -500 -5%
NFC
982
Northeast Financial Consultants
Connecticut
$626K -$278K -4,293 -31%
ATC
983
Adirondack Trust Company
New York
$620K -$292K -4,370 -32%
CFGS
984
Concourse Financial Group Securities
Alabama
$620K -$7.19K -111 -1%
DSC
985
Duncker Streett & Co
Missouri
$618K -$13K -200 -2%
PPP
986
Private Portfolio Partners
New Jersey
$617K -$249K -3,845 -29%
CCG
987
Cypress Capital Group
Florida
$615K -$64.9K -1,001 -10%
PAM
988
Private Asset Management
California
$613K -$35.1K -542 -5%
WWM
989
Western Wealth Management
Colorado
$609K +$28.6K +441 +5%
CWS
990
Cypress Wealth Services
California
$608K +$10.6K +163 +2%
CWM
991
Connecticut Wealth Management
Connecticut
$599K – – –
FFA
992
First Foundation Advisors
California
$597K -$483K -7,450 -45%
LSA
993
L & S Advisors
California
$593K -$586K -9,038 -50%
PL
994
Parthenon LLC
Kentucky
$593K – – –
RIG
995
Roosevelt Investment Group
New York
$591K -$85.5K -1,318 -13%
GP
996
Girard Partners
Pennsylvania
$586K -$85.4K -1,317 -13%
FHC
997
Forest Hill Capital
Arkansas
$584K – – –
DBRC
998
D.B. Root & Company
Pennsylvania
$583K +$93K +1,433 +19%
RWM
999
RKL Wealth Management
Pennsylvania
$580K +$356K +5,480 +158%
CFN
1000
Cordasco Financial Network
Florida
$579K +$7.14K +110 +1%
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