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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 %
MIC
1101
Meridian Investment Counsel
California
$390K – – –
THWM
1102
Taylor Hoffman Wealth Management
Virginia
$389K – – –
MMG
1103
Monetary Management Group
Missouri
$389K – – –
FNFDCM
1104
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$388K -$36K -555 -8%
GCA
1105
Gradient Capital Advisors
California
$386K -$29.2K -451 -7%
KF
1106
Krilogy Financial
Missouri
$385K -$1.56K -24 -0.4%
DP
1107
Dearborn Partners
Illinois
$384K -$69.6K -1,075 -15%
MWM
1108
Modera Wealth Management
New Jersey
$384K -$8.3K -128 -2%
RC
1109
Roundview Capital
New Jersey
$383K -$33.4K -515 -8%
VWA
1110
V Wealth Advisors
Kansas
$382K +$112K +1,703 +42%
SIAP
1111
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K – – –
BJ
1112
Brouwer & Janachowski
California
$375K – – –
IFWM
1113
Institute for Wealth Management
Colorado
$374K +$374K +5,762 New
ODIJL
1114
One Day In July LLC
Vermont
$373K – – –
MC
1115
Moors & Cabot
Massachusetts
$372K +$16.2K +250 +5%
SGAM
1116
Stephens Group Asset Management
Arkansas
$371K -$708K -10,921 -66%
IWMA
1117
Ironwood Wealth Management (Arizona)
Arizona
$369K -$17.7K -273 -5%
NSB
1118
Norway Savings Bank
Maine
$369K – – –
DACG
1119
Donor Advised Charitable Giving
California
$369K +$369K +5,696 New
CFS
1120
Cannon Financial Strategists
Georgia
$368K +$368K +5,681 New
CSM
1121
CAMG Solamere Management
North Carolina
$368K +$368K +5,672 New
VHAM
1122
Van Hulzen Asset Management
California
$367K -$22.4K -346 -6%
TCM
1123
TD Capital Management
Tennessee
$366K -$98.1K -1,512 -21%
HP
1124
HT Partners
Connecticut
$366K -$38.3K -590 -9%
ST
1125
Spinnaker Trust
Maine
$366K -$1.17K -18 -0.3%
43 44
45
46 47