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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 %
HF
1051
HRT Financial
New York
$477K +$477K +7,319 New
LHC
1052
Little House Capital
Massachusetts
$476K – – –
AA
1053
Ancora Advisors
Ohio
$476K +$85K +1,303 +22%
SCA
1054
Stillwater Capital Advisors
Pennsylvania
$472K -$914K -14,035 -66%
AIM
1055
Anchor Investment Management
South Carolina
$472K – – –
FG
1056
Fiduciary Group
Georgia
$471K +$471K +7,229 New
SWRP
1057
Summit Wealth & Retirement Planning
California
$470K -$12.1K -186 -3%
FNBTCON
1058
First National Bank & Trust Co of Newtown
Pennsylvania
$469K +$13K +200 +3%
IBOK
1059
Independence Bank of Kentucky
Kentucky
$468K +$64.1K +983 +16%
CST
1060
Charles Schwab Trust
Nevada
$467K +$467K +7,233 New
IFA
1061
Interactive Financial Advisors
Illinois
$466K -$1.82K -28 -0.4%
EK
1062
Evensky & Katz
Florida
$466K +$28.1K +432 +6%
VRM
1063
Vectors Research Management
New York
$463K -$149K -2,275 -24%
MHIM
1064
MacNealy Hoover Investment Management
Ohio
$463K -$15.6K -239 -3%
VCP
1065
Vista Capital Partners
Oregon
$463K – – –
PT
1066
Plimoth Trust
Massachusetts
$462K – – –
SIAS
1067
Shine Investment Advisory Services
Colorado
$462K +$21.2K +325 +5%
RWM
1068
RKL Wealth Management
Pennsylvania
$461K -$83.4K -1,279 -15%
BWFA
1069
Baltimore-Washington Financial Advisors
Maryland
$458K +$20.8K +320 +5%
SCP
1070
Syntal Capital Partners
Texas
$457K -$119K -1,829 -21%
VHAM
1071
Van Hulzen Asset Management
California
$456K +$86.9K +1,334 +24%
AOWM
1072
Alpha Omega Wealth Management
Virginia
$456K +$104K +1,527 +30%
AFP
1073
Ausdal Financial Partners
Iowa
$455K -$10.3K -158 -2%
BCM
1074
Brookstone Capital Management
Illinois
$454K +$22.8K +350 +5%
HC
1075
HNP Capital
New York
$452K -$145K -2,275 -24%
41 42
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