EFA icon

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 %
BII
1126
Bainco International Investors
Massachusetts
$243K – – –
ALIONA
1127
Allianz Life Insurance of North America
Minnesota
$242K -$6.33K -93 -3%
AF
1128
Arrow Financial
New York
$240K -$16K -236 -6%
KJWM
1129
Kiley Juergens Wealth Management
Washington
$240K – – –
SCM
1130
Southport Capital Management
Tennessee
$239K +$23.1K +340 +11%
WF
1131
WealthTrust Fairport
Ohio
$239K +$80.5K +1,182 +51%
AIS
1132
American Investment Services
Massachusetts
$236K – – –
NP
1133
NorthRock Partners
Minnesota
$234K +$26.3K +382 +13%
EWM
1134
Evermay Wealth Management
Virginia
$232K -$41.1K -605 -15%
WP
1135
WealthPLAN Partners
Nebraska
$232K +$17.7K +288 +8%
TSS
1136
Two Sigma Securities
New York
$231K -$942K -13,879 -80%
OWM
1137
Orgel Wealth Management
Wisconsin
$231K -$9.46K -139 -4%
SFG
1138
StrategIQ Financial Group
Indiana
$231K +$231K +3,387 New
WP
1139
WMS Partners
Maryland
$230K +$10.5K +154 +5%
PPCM
1140
Pillar Pacific Capital Management
California
$229K -$5.1K -75 -2%
AWA
1141
ARS Wealth Advisors
Florida
$228K -$1.82M -26,744 -89%
PL
1142
Plancorp LLC
Missouri
$228K – – –
DACG
1143
Donor Advised Charitable Giving
California
$228K +$21.2K +312 +10%
JFA
1144
JNBA Financial Advisors
Minnesota
$227K -$249K -3,669 -52%
AOWM
1145
Alpha Omega Wealth Management
Virginia
$227K – – –
FNBSF
1146
First National Bank Sioux Falls
South Dakota
$226K – – –
VC
1147
Vicus Capital
Pennsylvania
$224K +$8.43K +124 +4%
IAA
1148
Ironsides Asset Advisors
North Carolina
$221K – – –
BCM
1149
BTR Capital Management
California
$220K +$6.4K +94 +3%
WPSG
1150
Wealth & Pension Services Group
Georgia
$219K +$219K +3,219 New
44 45
46
47 48