EFA icon

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 %
CFN
976
Cordasco Financial Network
Florida
$643K -$10.6K -162 -2%
GLA
977
Good Life Advisors
Pennsylvania
$637K +$391 +6 +0.1%
IIM
978
Ipswich Investment Management
Massachusetts
$632K -$6.2K -95 -1%
PWMAG
979
Pinnacle Wealth Management Advisory Group
New Jersey
$631K -$7.17K -110 -1%
GM
980
GeoWealth Management
Illinois
$626K +$154K +2,359 +33%
Axa
981
Axa
France
$624K +$211K +3,230 +51%
WWM
982
Western Wealth Management
Colorado
$622K -$10.1K -168 -2%
RIG
983
Roosevelt Investment Group
New York
$617K +$23.1K +354 +4%
CWM
984
Connecticut Wealth Management
Connecticut
$613K – – –
PFA
985
Paradigm Financial Advisors
Missouri
$607K -$84.6K -1,297 -12%
RTS
986
Round Table Services
New Jersey
$607K – – –
VSWA
987
Vontobel Swiss Wealth Advisors
Switzerland
$606K – – –
PAM
988
Private Asset Management
California
$600K -$3.59K -55 -0.6%
GSWM
989
Golden State Wealth Management
California
$599K -$9.52K -146 -2%
AWM
990
Altavista Wealth Management
North Carolina
$595K -$35.8K -550 -6%
FHC
991
Forest Hill Capital
Arkansas
$587K – – –
DSC
992
Duncker Streett & Co
Missouri
$586K -$25.5K -392 -4%
TF
993
TimeScale Financial
Massachusetts
$585K -$91.1K -1,397 -13%
PPP
994
Private Portfolio Partners
New Jersey
$585K -$37.9K -581 -6%
KFGK
995
Keystone Financial Group (Kentucky)
Kentucky
$583K -$36.8K -564 -6%
BSB
996
Bangor Savings Bank
Maine
$580K +$47.9K +735 +9%
TA
997
TFG Advisers
Michigan
$577K +$20.1K +309 +4%
ECM
998
Elgethun Capital Management
South Dakota
$576K – – –
PTB
999
Pioneer Trust Bank
Oregon
$574K – – –
PA
1000
PFG Advisors
Arizona
$571K -$54.4K -851 -9%
38 39
40
41 42