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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1126
Peak Capital Management
Colorado
$363K -$7.59K -129 -2%
OBGC
1127
O'Brien Greene & Co
Pennsylvania
$360K +$360K +6,136 New
LFA
1128
Legacy Financial Advisors
Kentucky
$357K +$23.4K +398 +7%
GIA
1129
Gladstone Institutional Advisory
Florida
$357K +$357K +6,068 New
SP
1130
Successful Portfolios
Florida
$356K -$62.5K -1,062 -15%
MWM
1131
Modera Wealth Management
New Jersey
$356K -$38.5K -654 -10%
BFA
1132
Beaumont Financial Advisors
Massachusetts
$355K +$529 +9 +0.1%
BCM
1133
Brookstone Capital Management
Illinois
$355K +$50.3K +856 +17%
SIM
1134
Sterling Investment Management
Arizona
$354K -$220K -3,750 -38%
FCA
1135
FinTrust Capital Advisors
South Carolina
$354K +$354K +6,012 New
VHAM
1136
Van Hulzen Asset Management
California
$353K -$228K -3,875 -39%
THWM
1137
Taylor Hoffman Wealth Management
Virginia
$353K – – –
MIC
1138
Meridian Investment Counsel
California
$353K +$647 +11 +0.2%
MMG
1139
Monetary Management Group
Missouri
$352K – – –
SSW
1140
Smith Shellnut Wilson
Mississippi
$351K – – –
IWMA
1141
Ironwood Wealth Management (Arizona)
Arizona
$350K – – –
KF
1142
Krilogy Financial
Missouri
$350K +$2.06K +35 +0.6%
DBT
1143
Dubuque Bank & Trust
Iowa
$349K +$185K +3,147 +113%
SXL
1144
Summit X LLC
Missouri
$345K -$4.04K -68 -1%
HJGA
1145
Hardman Johnston Global Advisors
Connecticut
$345K +$345K +5,870 New
AWA
1146
Alaska Wealth Advisors
Alaska
$345K +$345K +5,872 New
ST
1147
Sabal Trust
Florida
$344K +$44.6K +758 +15%
SIAP
1148
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$342K -$81.5K -1,389 -19%
BW
1149
Bison Wealth
Georgia
$341K +$39K +663 +13%
BJ
1150
Brouwer & Janachowski
California
$340K -$12.1K -206 -3%
44 45
46
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