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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 %
GAM
1026
Garrison Asset Management
Arkansas
$519K -$196K -3,000 -27%
PL
1027
Parthenon LLC
Kentucky
$519K -$77.6K -1,189 -13%
AC
1028
Alley Company
Illinois
$514K – – –
AAM
1029
Autus Asset Management
Arizona
$511K +$172K +2,638 +51%
TP
1030
Truvvo Partners
New York
$507K -$316K -4,848 -38%
SWA
1031
SFMG Wealth Advisors
Texas
$506K +$8.48K +130 +2%
BAMG
1032
Brand Asset Management Group
Missouri
$505K – – –
CCP
1033
Corient Capital Partners
California
$505K +$90.9K +1,394 +22%
GIA
1034
Gladstone Institutional Advisory
Florida
$505K +$274K +4,209 +119%
OBWP
1035
O'Brien Wealth Partners
Massachusetts
$504K -$503K -7,723 -50%
SVWAG
1036
Sound View Wealth Advisors Group
Georgia
$503K -$39.2K -600 -7%
SRC
1037
Sage Rhino Capital
California
$503K – – –
OC
1038
Oarsman Capital
Wisconsin
$503K +$37.4K +574 +8%
BCM
1039
Bluefin Capital Management
New York
$502K +$502K +7,700 New
BW
1040
Bison Wealth
Georgia
$496K +$17K +261 +4%
LPT
1041
Legacy Private Trust
Wisconsin
$493K +$652 +10 +0.1%
ZIM
1042
Zacks Investment Management
Illinois
$491K -$21K -322 -4%
BMO
1043
Beck Mack & Oliver
New York
$489K -$489K -7,500 -50%
CFA
1044
Carroll Financial Associates
North Carolina
$489K -$155K -2,384 -24%
DW
1045
Domani Wealth
Pennsylvania
$488K -$13.1K -200 -3%
GCA
1046
Guardian Capital Advisors
Ontario, Canada
$487K +$4.75K +75 +1%
SAS
1047
Stelac Advisory Services
New York
$484K – – –
IWP
1048
Icon Wealth Partners
Texas
$482K – – –
DBRC
1049
D.B. Root & Company
Pennsylvania
$480K – – –
BRWA
1050
B. Riley Wealth Advisors
Florida
$479K -$1.63K -25 -0.3%
40 41
42
43 44