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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 %
SWA
1001
SFMG Wealth Advisors
Texas
$593K -$13.1K -223 -2%
STMM
1002
South Texas Money Management
Texas
$592K +$70.4K +1,197 +13%
NA
1003
Nottingham Advisors
New York
$590K – – –
AHC
1004
Adell Harriman & Carpenter
Texas
$590K -$123K -2,100 -17%
PAM
1005
Private Asset Management
California
$588K -$15.5K -263 -3%
Koshinski Asset Management
1006
Koshinski Asset Management
Illinois
$588K +$239K +3,494 +68%
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$586K – – –
DIP
1008
DT Investment Partners
Pennsylvania
$580K -$173K -2,944 -23%
ESB
1009
Essex Savings Bank
Connecticut
$578K +$578K +9,833 New
DSC
1010
Duncker Streett & Co
Missouri
$572K +$588 +10 +0.1%
WP
1011
WealthShield Partners
North Carolina
$570K +$48.9K +832 +9%
CFGS
1012
Concourse Financial Group Securities
Alabama
$568K +$262K +4,457 +85%
OWM
1013
Orgel Wealth Management
Wisconsin
$567K +$368K +6,258 +184%
AAS
1014
Avantax Advisory Services
Texas
$565K +$565K +9,626 New
TW
1015
TrinityPoint Wealth
Connecticut
$553K +$553K +9,411 New
CCM
1016
Canal Capital Management
Virginia
$548K -$129K -2,196 -19%
CSPIA
1017
Cary Street Partners Investment Advisory
Virginia
$547K +$547K +9,317 New
CWM
1018
Connecticut Wealth Management
Connecticut
$543K +$68.8K +1,171 +15%
CWS
1019
Cypress Wealth Services
California
$541K -$39.8K -678 -7%
TVAMP
1020
Tennessee Valley Asset Management Partners
Tennessee
$538K +$538K +9,154 New
PL
1021
Parthenon LLC
Kentucky
$537K -$115K -1,950 -18%
PI
1022
Parkside Investments
Illinois
$537K +$460K +7,825 +595%
RC
1023
RegentAtlantic Capital
New Jersey
$536K -$34.4K -585 -6%
CFA
1024
Carroll Financial Associates
North Carolina
$535K +$21.8K +363 +4%
FHC
1025
Forest Hill Capital
Arkansas
$529K – – –
39 40
41
42 43