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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 %
FHA
1101
Flagship Harbor Advisors
Massachusetts
$396K -$17.8K -273 -4%
WA
1102
WP Advisors
California
$396K -$16.4K -252 -4%
P
1103
Pitcairn
Pennsylvania
$395K – – –
SP
1104
Successful Portfolios
Florida
$395K – – –
PFSC
1105
Peoples Financial Services Corp
Pennsylvania
$394K – – –
BCMO
1106
Buckingham Capital Management (Ohio)
Ohio
$392K -$18.3K -280 -4%
MIC
1107
Meridian Investment Counsel
California
$392K – – –
SS
1108
Simplicity Solutions
Minnesota
$391K -$289K -4,442 -43%
THWM
1109
Taylor Hoffman Wealth Management
Virginia
$391K – – –
WA
1110
Wealth Architects
California
$391K – – –
MMG
1111
Monetary Management Group
Missouri
$391K – – –
PFG
1112
Pacific Financial Group
Washington
$391K +$29.6K +451 +8%
TCM
1113
TD Capital Management
Tennessee
$389K -$46.9K -719 -11%
TC
1114
Truvestments Capital
Florida
$389K – – –
GCA
1115
Gradient Capital Advisors
California
$388K – – –
IWS
1116
Insight Wealth Strategies
California
$388K +$1.57K +24 +0.4%
MPM
1117
Meritage Portfolio Management
Kansas
$386K +$386K +5,912 New
SCA
1118
SMH Capital Advisors
Texas
$385K -$120K -1,837 -24%
RC
1119
Roundview Capital
New Jersey
$385K – – –
CSM
1120
CAMG Solamere Management
North Carolina
$385K +$15.1K +232 +4%
CFS
1121
Cannon Financial Strategists
Georgia
$381K +$10.2K +156 +3%
DP
1122
Dearborn Partners
Illinois
$378K -$8.61K -132 -2%
CF
1123
Corrigan Financial
Rhode Island
$375K -$13K -200 -3%
ODIJL
1124
One Day In July LLC
Vermont
$375K – – –
FA
1125
FMA Advisory
Pennsylvania
$374K -$75.9K -1,164 -17%
43 44
45
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