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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 %
CCP
1076
Corient Capital Partners
California
$433K -$355K -5,474 -45%
EK
1077
Evensky & Katz
Florida
$428K -$1.98M -30,644 -82%
OWM
1078
Orgel Wealth Management
Wisconsin
$426K -$200K -3,085 -32%
SAM
1079
Summit Asset Management
Tennessee
$424K – – –
JFA
1080
Johanson Financial Advisors
California
$423K -$25.8K -400 -6%
CCB
1081
Cutter & Co Brokerage
Missouri
$419K -$62.5K -964 -13%
CF
1082
Corrigan Financial
Rhode Island
$418K -$4.8K -74 -1%
UWM
1083
USAdvisors Wealth Management
Minnesota
$417K -$7.07K -109 -2%
FWC
1084
First Washington Corp
Washington
$417K – – –
BCM
1085
Bluefin Capital Management
New York
$415K -$3.74M -57,700 -90%
SAM
1086
Seelaus Asset Management
New Jersey
$413K -$156K -2,410 -27%
BCM
1087
Brookstone Capital Management
Illinois
$412K +$19.9K +306 +5%
HA
1088
Harborview Advisors
Maine
$411K +$45.8K +706 +13%
AA
1089
Ancora Advisors
Ohio
$407K -$6.75K -104 -2%
MPI
1090
Mairs & Power Inc
Minnesota
$405K -$19.5K -300 -5%
WP
1091
WealthSource Partners
California
$402K +$402K +6,197 New
PCM
1092
Peak Capital Management
Colorado
$400K – – –
VAS
1093
Vestmark Advisory Solutions
Massachusetts
$398K +$398K +6,135 New
BIA
1094
Bigelow Investment Advisors
Maine
$397K -$11.3K -175 -3%
PP
1095
Paloma Partners
Connecticut
$396K -$17.8M -275,386 -98%
PWMAG
1096
Pinnacle Wealth Management Advisory Group
New Jersey
$396K -$9.74K -150 -2%
AHC
1097
Adell Harriman & Carpenter
Texas
$396K -$255K -3,929 -39%
PFSC
1098
Peoples Financial Services Corp
Pennsylvania
$393K -$19.5K -300 -5%
SP
1099
Successful Portfolios
Florida
$392K – – –
SIM
1100
Sterling Investment Management
Arizona
$391K – – –
42 43
44
45 46