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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1051
Oarsman Capital
Wisconsin
$469K -$38.9K -600 -8%
SCM
1052
SOL Capital Management
Maryland
$469K +$38.9K +600 +9%
BRWA
1053
B. Riley Wealth Advisors
Florida
$467K -$426K -6,592 -48%
RSWM
1054
Robertson Stephens Wealth Management
California
$466K +$466K +7,185 New
TCCM
1055
Timber Creek Capital Management
Massachusetts
$465K -$1.95K -30 -0.4%
HCA
1056
Horan Capital Advisors
Ohio
$465K – – –
MWPCG
1057
Measured Wealth Private Client Group
New Hampshire
$463K +$17.2K +266 +4%
GC
1058
Gibson Capital
Pennsylvania
$462K – – –
PT
1059
Plimoth Trust
Massachusetts
$461K -$12.8K -198 -3%
WP
1060
WealthShield Partners
North Carolina
$457K -$171K -2,644 -27%
OCAM
1061
Onex Canada Asset Management
Ontario, Canada
$455K – – –
AFP
1062
Ausdal Financial Partners
Iowa
$454K -$19.5K -300 -4%
DCM
1063
Donaldson Capital Management
Indiana
$454K -$6.49K -100 -1%
EIP
1064
Ellis Investment Partners
Pennsylvania
$454K +$98.1K +1,495 +28%
JFA
1065
JNBA Financial Advisors
Minnesota
$450K -$4.67K -72 -1%
FA
1066
FMA Advisory
Pennsylvania
$450K -$65 -1 -0%
AFM
1067
Abbot Financial Management
Massachusetts
$444K -$3.24K -50 -0.7%
BCMO
1068
Buckingham Capital Management (Ohio)
Ohio
$443K -$32.4K -500 -7%
FHA
1069
Flagship Harbor Advisors
Massachusetts
$442K -$11.4K -176 -3%
IC
1070
Inverness Counsel
New York
$442K -$683K – –
FNBTCON
1071
First National Bank & Trust Co of Newtown
Pennsylvania
$442K – – –
CA
1072
Commerzbank Aktiengesellschaft
Germany
$441K – – –
DSN
1073
D. Scott Neal
Kentucky
$438K -$309K -4,764 -41%
GWM
1074
Greenwich Wealth Management
Connecticut
$438K – – –
SAS
1075
Stelac Advisory Services
New York
$436K – – –
41 42
43
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