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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 %
GWM
1076
Greenwich Wealth Management
Connecticut
$447K +$6.53K +100 +1%
MWPCG
1077
Measured Wealth Private Client Group
New Hampshire
$443K -$5.08K -78 -1%
CA
1078
Commerzbank Aktiengesellschaft
Germany
$443K – – –
AW
1079
ACG Wealth
Georgia
$441K -$228K -3,498 -34%
MWM
1080
Modera Wealth Management
New Jersey
$441K -$27.9K -427 -6%
SAM
1081
Summit Asset Management
Tennessee
$441K -$5.21K -80 -1%
DSN
1082
D. Scott Neal
Kentucky
$440K – – –
OWM
1083
Orgel Wealth Management
Wisconsin
$436K +$8.02K +123 +2%
PCMC
1084
Private Capital Management (Colorado)
Colorado
$433K – – –
DHFB
1085
Dixon Hubard Feinour & Brown
Virginia
$432K -$52.2K -800 -11%
FUBT
1086
First United Bank & Trust
Maryland
$430K -$152K -2,330 -26%
AFM
1087
Abbot Financial Management
Massachusetts
$430K – – –
RCM
1088
RNC Capital Management
California
$428K +$3.92K +60 +0.9%
EIA
1089
Eldridge Investment Advisors
New Hampshire
$427K -$103K -1,575 -19%
FWC
1090
First Washington Corp
Washington
$419K – – –
DCM
1091
Donaldson Capital Management
Indiana
$419K +$18K +276 +4%
GVAG
1092
Great Valley Advisor Group
Delaware
$416K -$56K -866 -12%
UWM
1093
USAdvisors Wealth Management
Minnesota
$414K – – –
SMFS
1094
Squar Milner Financial Services
California
$408K -$598K -9,383 -59%
MPI
1095
Mairs & Power Inc
Minnesota
$407K – – –
SFPM
1096
Sensible Financial Planning & Management
Massachusetts
$406K – – –
SCG
1097
Sonata Capital Group
Washington
$402K -$63.2K -970 -14%
PCM
1098
Peak Capital Management
Colorado
$402K – – –
PAIM
1099
Punch & Associates Investment Management
Minnesota
$400K +$400K +6,130 New
GC
1100
Gibson Capital
Pennsylvania
$397K – – –
42 43
44
45 46