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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 %
ECM
1001
Elgethun Capital Management
South Dakota
$578K – – –
PMFA
1002
Plante Moran Financial Advisors
Michigan
$573K -$1.03M -15,909 -64%
MRCM
1003
M&R Capital Management
New Jersey
$573K -$6.64K -100 -1%
TBNY
1004
Trustco Bank (New York)
New York
$573K – – –
EIA
1005
Eldridge Investment Advisors
New Hampshire
$572K +$1.3K +20 +0.2%
ESB
1006
Essex Savings Bank
Connecticut
$571K -$66.5K -1,026 -10%
PTB
1007
Pioneer Trust Bank
Oregon
$571K – – –
TVAMP
1008
Tennessee Valley Asset Management Partners
Tennessee
$567K -$26.3K -406 -4%
CPA
1009
Capital Planning Advisors
California
$563K +$309K +4,760 +121%
BAS
1010
Brown Advisory Securities
Maryland
$562K -$170K -2,618 -23%
CC
1011
Cassaday & Co
Virginia
$559K -$165K -2,539 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
1012
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$558K -$8.13M -125,363 -94%
VDFA
1013
Vickerman & Driscoll Financial Advisors
Washington
$555K -$514K -7,920 -48%
CCMD
1014
Cypress Capital Management (Delaware)
Delaware
$551K -$107K -1,650 -16%
AC
1015
Alley Company
Illinois
$551K -$6.22K -96 -1%
MAS
1016
Madden Advisory Services
Florida
$551K – – –
BWCS
1017
Beirne Wealth Consulting Services
Connecticut
$549K -$23K -354 -4%
BSB
1018
Bangor Savings Bank
Maine
$549K -$2.79K -43 -0.5%
Victory Capital Management
1019
Victory Capital Management
Texas
$541K +$200K +3,076 +58%
HCM
1020
HM Capital Management
Missouri
$539K +$196K +3,019 +57%
WA
1021
Wealth Architects
California
$537K -$4.47K -69 -0.8%
B
1022
Bellecapital
Switzerland
$534K – – –
NPF
1023
Norris Perne & French
Michigan
$534K +$77.9K +1,200 +17%
KMWM
1024
Keudell/Morrison Wealth Management
Oregon
$530K +$530K +8,165 New
SIAS
1025
Shine Investment Advisory Services
Colorado
$522K -$1.44M -22,145 -73%
39 40
41
42 43