EFA icon

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 %
SWP
1051
Strategic Wealth Partners
Ohio
$342K -$113K -1,660 -25%
SCI
1052
S&CO Inc
Massachusetts
$340K – – –
SCA
1053
Snowden Capital Advisors
New York
$338K +$338K +4,972 New
WDL
1054
Well Done LLC
Michigan
$337K – – –
VWA
1055
V Wealth Advisors
Kansas
$335K +$4.55K +67 +1%
H
1056
HoyleCohen
California
$333K -$2.38K -35 -0.7%
TCM
1057
Tradewinds Capital Management
Washington
$332K – – –
HCM
1058
Howland Capital Management
Massachusetts
$328K +$24.6K +362 +8%
SS
1059
Sunbelt Securities
Texas
$326K -$3.4K -50 -1%
CT
1060
CPF Texas
Texas
$325K +$176K +2,592 +118%
PCTC
1061
Perkins Coie Trust Company
Washington
$324K – – –
BCFS
1062
Butensky & Cohen Financial Security
Florida
$323K -$5.78K -85 -2%
WC
1063
Weil Company
California
$321K – – –
DPA
1064
Delphi Private Advisors
California
$318K +$272 +4 +0.1%
ADL
1065
Asset Dedication LLC
California
$316K +$24.5K +362 +8%
CCA
1066
Conservest Capital Advisors
Pennsylvania
$316K +$100K +1,475 +46%
NFG
1067
Next Financial Group
Texas
$315K -$677K -9,973 -68%
DWM
1068
Doyle Wealth Management
Florida
$315K -$1.97K -29 -0.6%
NWS
1069
Newport Wealth Strategies
California
$314K – – –
BWM
1070
BerganKDV Wealth Management
Minnesota
$313K -$18.5K -273 -6%
BCWM
1071
Blue Chip Wealth Management
Florida
$311K -$117K -1,725 -27%
DDC
1072
DF Dent & Co
Maryland
$311K -$14.3K -210 -4%
FLPIM
1073
F.L. Putnam Investment Management
Massachusetts
$311K -$6.19K -91 -2%
UBV
1074
United Bank (Virginia)
Virginia
$310K – – –
CAM
1075
Carret Asset Management
New York
$309K -$7.13K -105 -2%
41 42
43
44 45