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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 %
CNB
1001
Camden National Bank
Maine
$569K +$26.1K +400 +5%
BFA
1002
Beaumont Financial Advisors
Massachusetts
$569K +$142K +2,181 +33%
BFA
1003
Bragg Financial Advisors
North Carolina
$568K +$52.2K +800 +10%
PL
1004
Plancorp LLC
Missouri
$566K +$107K +1,643 +23%
BAS
1005
Brown Advisory Securities
Maryland
$563K – – –
KFC
1006
Klingenstein Fields & Co
New York
$562K – – –
MRCM
1007
M&R Capital Management
New Jersey
$562K – – –
NSAM
1008
North Star Asset Management
Wisconsin
$554K -$76.7K -1,175 -12%
CCMD
1009
Cypress Capital Management (Delaware)
Delaware
$554K – – –
SCM
1010
SOL Capital Management
Maryland
$550K – – –
BTW
1011
Boston Trust Walden
Massachusetts
$548K +$44.5K +682 +9%
HCM
1012
HM Capital Management
Missouri
$542K – – –
NFC
1013
Northeast Financial Consultants
Connecticut
$541K -$88.7K -1,360 -14%
MAS
1014
Madden Advisory Services
Florida
$540K -$14.5K -222 -3%
VDFA
1015
Vickerman & Driscoll Financial Advisors
Washington
$540K – – –
ATC
1016
Adirondack Trust Company
New York
$537K -$34.9K -535 -6%
B
1017
Bellecapital
Switzerland
$537K – – –
MCG
1018
McCollum Christoferson Group
New York
$537K – – –
JG
1019
Jefferies Group
New York
$536K +$536K +8,220 New
DSA
1020
Droms Strauss Advisors
Missouri
$533K -$147K -2,258 -22%
KMWM
1021
Keudell/Morrison Wealth Management
Oregon
$532K – – –
NPF
1022
Norris Perne & French
Michigan
$530K -$3.19K -49 -0.6%
SSG
1023
Summit Securities Group
New York
$522K -$914K -14,000 -64%
MWM
1024
Meridian Wealth Management
Kentucky
$522K -$51.4K -788 -9%
TBNY
1025
Trustco Bank (New York)
New York
$521K -$55.4K -850 -10%
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