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 %
SCA
1076
Sage Capital Advisors
South Dakota
$309K +$62.9K +927 +26%
EFS
1077
Essex Financial Services
Connecticut
$305K +$305K +4,491 New
AFNAS
1078
American Financial Network Advisory Services
California
$302K +$300K +4,404 +13,345%
KM
1079
Kalos Management
Georgia
$300K -$75.3K -1,110 -20%
WAM
1080
Weatherly Asset Management
California
$299K – – –
AIM
1081
AMI Investment Management
Indiana
$299K – – –
EB
1082
Eastern Bank
Massachusetts
$295K +$9.54K +140 +3%
LF
1083
Lee Financial
Texas
$294K – – –
WIC
1084
Woodmont Investment Counsel
Tennessee
$293K -$21.6K -317 -7%
CK
1085
Cohen Klingenstein
New York
$292K – – –
RWM
1086
RKL Wealth Management
Pennsylvania
$289K -$80.4K -1,183 -22%
PWW
1087
Pettyjohn Wood & White
Virginia
$288K – – –
BFIM
1088
Beese Fulmer Investment Management
Ohio
$287K -$27.2K -400 -9%
PA
1089
Perennial Advisors
New York
$285K -$79.8K -1,174 -22%
BCP
1090
Berkeley Capital Partners
Georgia
$285K +$285K +4,197 New
JWM
1091
Janiczek Wealth Management
Colorado
$281K -$277K – –
CSM
1092
CAMG Solamere Management
North Carolina
$279K -$1.37M -20,157 -83%
RIM
1093
Regent Investment Management
Kentucky
$277K – – –
LAIC
1094
Lederer & Associates Investment Counsel
California
$276K – – –
VCAM
1095
Van Cleef Asset Management
Ohio
$276K – – –
AWP
1096
Ascent Wealth Partners
New York
$275K – – –
DLHL
1097
Donald L. Hagan LLC
Florida
$275K +$32.3K +475 +13%
LI
1098
Lafayette Investments
Maryland
$272K +$8.98K +132 +3%
SFS
1099
Strategic Financial Services
New York
$272K +$272K +3,995 New
ACM
1100
Advisors Capital Management
New Jersey
$272K +$272K +3,999 New
42 43
44
45 46