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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 %
FCH
1001
Freestone Capital Holdings
Washington
$431K +$34K +500 +9%
PAG
1002
Pinnacle Advisory Group
Maryland
$429K -$544K -7,998 -56%
AFM
1003
Abbot Financial Management
Massachusetts
$428K -$6.8K -100 -2%
WA
1004
WP Advisors
California
$424K – – –
HT
1005
Heritage Trust
Oklahoma
$421K -$16.9K -249 -4%
Victory Capital Management
1006
Victory Capital Management
Texas
$421K +$169K +2,484 +67%
AC
1007
Alley Company
Illinois
$417K – – –
SFI
1008
SPC Financial Inc
Maryland
$417K +$24.3K +358 +6%
NF
1009
Nikulski Financial
Iowa
$411K -$112K -1,800 -21%
BFA
1010
Beaumont Financial Advisors
Massachusetts
$410K -$34.3K -505 -8%
BMCM
1011
Bryn Mawr Capital Management
Pennsylvania
$409K -$108K -1,582 -21%
MIC
1012
Meridian Investment Counsel
California
$408K – – –
THWM
1013
Taylor Hoffman Wealth Management
Virginia
$408K – – –
MMG
1014
Monetary Management Group
Missouri
$408K – – –
BJ
1015
Brouwer & Janachowski
California
$407K -$1.97K -29 -0.5%
NEPPG
1016
New England Professional Planning Group
Rhode Island
$405K – – –
IWMA
1017
Ironwood Wealth Management (Arizona)
Arizona
$405K – – –
SSW
1018
Smith Shellnut Wilson
Mississippi
$405K +$405K +5,963 New
SCA
1019
STALEY CAPITAL ADVISERS
Pennsylvania
$404K – – –
KF
1020
Krilogy Financial
Missouri
$403K +$41K +603 +11%
PCM
1021
Peak Capital Management
Colorado
$402K +$8.23K +129 +2%
SXL
1022
Summit X LLC
Missouri
$401K -$11.9K -174 -3%
FPFS
1023
First Personal Financial Services
North Carolina
$401K +$50.9K +748 +15%
FNBTCON
1024
First National Bank & Trust Co of Newtown
Pennsylvania
$398K – – –
PA
1025
PFG Advisors
Arizona
$397K +$27.2K +432 +7%
39 40
41
42 43