EFA icon

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 %
MHIM
1076
MacNealy Hoover Investment Management
Ohio
$426K -$45.5K -775 -10%
TCCM
1077
Timber Creek Capital Management
Massachusetts
$423K -$12.9K -220 -3%
LPT
1078
Legacy Private Trust
Wisconsin
$422K -$2.38M -40,470 -85%
FANJ
1079
Financial Architects (New Jersey)
New Jersey
$422K – – –
HCA
1080
Horan Capital Advisors
Ohio
$421K -$11.2K -190 -3%
TPWA
1081
TRUE Private Wealth Advisors
Oregon
$421K -$4.82K -82 -1%
TCM
1082
TD Capital Management
Tennessee
$421K -$1.06K -18 -0.3%
HCM
1083
Hudson Capital Management
New Jersey
$420K -$141K -2,319 -25%
Tudor Investment Corp
1084
Tudor Investment Corp
Connecticut
$420K +$420K +7,139 New
GC
1085
Gibson Capital
Pennsylvania
$419K – – –
TA
1086
TFG Advisers
Michigan
$419K +$419K +7,138 New
IFA
1087
Interactive Financial Advisors
Illinois
$418K -$2.58K -44 -0.6%
HI
1088
Human Investing
Oregon
$418K +$418K +7,115 New
DCM
1089
Donaldson Capital Management
Indiana
$417K -$80.3K -1,366 -16%
NPF
1090
Norris Perne & French
Michigan
$413K -$59.2K -1,007 -13%
MWA
1091
Meridian Wealth Advisors
Texas
$413K +$413K +7,028 New
DP
1092
Dearborn Partners
Illinois
$412K -$45.2K -768 -10%
OCAM
1093
Onex Canada Asset Management
Ontario, Canada
$412K – – –
JFA
1094
JNBA Financial Advisors
Minnesota
$412K +$216K +3,669 +110%
FHA
1095
Flagship Harbor Advisors
Massachusetts
$411K +$2.23K +38 +0.5%
JFA
1096
Johanson Financial Advisors
California
$409K -$77.3K -1,316 -16%
FA
1097
FMA Advisory
Pennsylvania
$408K -$138K -2,351 -25%
AFM
1098
Abbot Financial Management
Massachusetts
$405K +$35.2K +600 +10%
LCM
1099
Logan Capital Management
Pennsylvania
$405K +$218K +3,702 +116%
MWPCG
1100
Measured Wealth Private Client Group
New Hampshire
$404K +$11.2K +190 +3%
42 43
44
45 46