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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
1051
Sonata Capital Group
Washington
$478K -$33.2K -565 -7%
FA
1052
Fortis Advisors
Pennsylvania
$473K +$314K +5,349 +198%
DWA
1053
Douglass Winthrop Advisors
New York
$472K – – –
BFA
1054
Bragg Financial Advisors
North Carolina
$471K -$16.5K -280 -3%
DHFB
1055
Dixon Hubard Feinour & Brown
Virginia
$470K +$43.5K +740 +10%
FMC
1056
First Merchants Corp
Indiana
$464K – – –
VCP
1057
Vista Capital Partners
Oregon
$461K – – –
OC
1058
Oarsman Capital
Wisconsin
$461K +$34.8K +592 +8%
BC
1059
Brio Consultants
California
$461K +$461K +7,841 New
SGAM
1060
Steinberg Global Asset Management
Florida
$460K +$460K +7,825 New
SWP
1061
Strategic Wealth Partners
Ohio
$456K +$138K +2,182 +43%
FLPIM
1062
F.L. Putnam Investment Management
Massachusetts
$450K +$181K +3,076 +67%
DBRC
1063
D.B. Root & Company
Pennsylvania
$444K -$15.5K -264 -3%
AIM
1064
Anchor Investment Management
South Carolina
$442K -$23.5K -400 -5%
IWP
1065
Icon Wealth Partners
Texas
$441K -$1.47K -25 -0.3%
CIM
1066
Confluence Investment Management
Missouri
$441K +$441K +7,498 New
LHC
1067
Little House Capital
Massachusetts
$437K +$437K +7,434 New
CCB
1068
Cutter & Co Brokerage
Missouri
$436K -$162K -2,750 -27%
SAS
1069
Stelac Advisory Services
New York
$436K – – –
EIP
1070
Ellis Investment Partners
Pennsylvania
$432K +$432K +5,425 New
BCMO
1071
Buckingham Capital Management (Ohio)
Ohio
$431K -$63.8K -1,085 -13%
BAMG
1072
Brand Asset Management Group
Missouri
$431K – – –
PT
1073
Plimoth Trust
Massachusetts
$430K +$11.8K +200 +3%
AFP
1074
Ausdal Financial Partners
Iowa
$429K -$384K -6,543 -47%
GCA
1075
Guardian Capital Advisors
Ontario, Canada
$427K +$11.2K +185 +3%
41 42
43
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