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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 %
TIM
1026
Thornburg Investment Management
New Mexico
$396K +$29.4K +433 +8%
Legal & General Group
1027
Legal & General Group
United Kingdom
$391K -$41.7K -614 -10%
CBT
1028
Capital Bank & Trust
California
$390K -$64.2K -945 -14%
WCM Investment Management
1029
WCM Investment Management
California
$390K +$390K +5,743 New
NSB
1030
Norway Savings Bank
Maine
$387K -$13.6K -200 -3%
LFA
1031
Legacy Financial Advisors
Kentucky
$385K – – –
HA
1032
Harborview Advisors
Maine
$380K -$34K -500 -8%
BS
1033
Boenning & Scattergood
Pennsylvania
$380K – – –
Aristotle Capital Management
1034
Aristotle Capital Management
California
$379K -$106K -1,551 -22%
F
1035
F3Logic
Minnesota
$374K -$1.97M -28,943 -84%
BIAS
1036
Beacon Investment Advisory Services
New Jersey
$373K – – –
CAM
1037
Claret Asset Management
Quebec, Canada
$373K +$132K +1,944 +55%
WI
1038
Wintrust Investments
Illinois
$370K -$20.4K -300 -5%
OAM
1039
Occidental Asset Management
California
$367K -$16.7K -246 -4%
HCM
1040
HM Capital Management
Missouri
$367K – – –
SAM
1041
SignalPoint Asset Management
Missouri
$364K -$57.8K -850 -14%
AAM
1042
Autus Asset Management
Arizona
$356K -$340 -5 -0.1%
HCP
1043
Holt Capital Partners
Texas
$356K – – –
ASC
1044
Atalanta Sosnoff Capital
New York
$355K -$45.9K -675 -11%
CFGS
1045
Concourse Financial Group Securities
Alabama
$355K +$355K +5,223 New
BCM
1046
Brookstone Capital Management
Illinois
$353K +$7.35K +108 +2%
BW
1047
Bison Wealth
Georgia
$349K -$816 -12 -0.2%
Koshinski Asset Management
1048
Koshinski Asset Management
Illinois
$347K +$347K +5,105 New
ST
1049
Sabal Trust
Florida
$346K -$24.8K -365 -7%
FBC
1050
Fairfield, Bush & Co
Connecticut
$343K – – –
40 41
42
43 44