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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 %
GP
1101
Girard Partners
Pennsylvania
$269K -$68 -1 -0%
SFPM
1102
Sensible Financial Planning & Management
Massachusetts
$268K – – –
BFO
1103
Boston Family Office
Massachusetts
$268K +$268K +3,938 New
PP
1104
Patten & Patten
Tennessee
$267K -$5.72K -84 -2%
RI
1105
Ridgewood Investments
New Jersey
$265K +$265K +3,900 New
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$263K -$15.6K -230 -6%
GAMC
1107
Garner Asset Management Corp
Texas
$263K – – –
HCIA
1108
Hochman Cole Investment Advisors
Illinois
$261K +$261K +3,831 New
JIR
1109
James Investment Research
Ohio
$260K -$47.5K -700 -15%
CB
1110
CNB Bank
Pennsylvania
$257K -$268K -3,932 -51%
CHA
1111
Cooper/Haims Advisors
New York
$256K -$16.6K -244 -6%
HCM
1112
Hudson Capital Management
New Jersey
$255K -$46.7K -1,691 -15%
FI
1113
FormulaFolio Investments
Michigan
$254K +$254K +3,741 New
BWFA
1114
Baltimore-Washington Financial Advisors
Maryland
$252K -$49.1K -725 -16%
OWP
1115
Obermeyer Wealth Partners
Colorado
$251K – – –
WCWM
1116
Willow Creek Wealth Management
California
$251K +$14.8K +217 +6%
AF
1117
Allworth Financial
California
$249K +$4.89K +72 +2%
KA
1118
Kovack Advisors
Florida
$249K +$39.3K +579 +19%
RW
1119
REDW Wealth
New Mexico
$247K -$119K -1,753 -33%
GIA
1120
GHP Investment Advisors
Colorado
$246K – – –
VCM
1121
Virtue Capital Management
Tennessee
$246K +$246K +3,624 New
SSG
1122
Summit Securities Group
New York
$245K -$88.5K -1,300 -27%
UFF
1123
USA Financial Formulas
Michigan
$245K +$3.21K +48 +1%
FA
1124
FC Advisory
Pennsylvania
$244K – – –
CCG
1125
Chatham Capital Group
Georgia
$244K – – –
43 44
45
46 47