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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 %
VAM
1151
Visionary Asset Management
Texas
$217K +$217K +3,185 New
LCM
1152
Logan Capital Management
Pennsylvania
$216K -$190K -2,800 -47%
PP
1153
PDS Planning
Ohio
$216K +$216K +3,181 New
WPA
1154
West Paces Advisors
Georgia
$216K -$19.9K -293 -8%
BF
1155
Blankinship & Foster
California
$213K – – –
VCM
1156
Vigilant Capital Management
Maine
$213K +$107K +1,565 +100%
NWP
1157
Northstar Wealth Partners
Connecticut
$213K +$213K +3,136 New
SGCA
1158
Steel Grove Capital Advisors
Tennessee
$212K -$102K -1,501 -32%
WWM
1159
Wagner Wealth Management
South Carolina
$212K +$193K +2,834 +1,009%
RW
1160
Rand Wealth
Maryland
$211K +$211K +3,109 New
WBG
1161
Wharton Business Group
Pennsylvania
$207K – – –
AWA
1162
Acorn Wealth Advisors
Michigan
$205K – – –
PAM
1163
Peak Asset Management
Colorado
$205K +$205K +3,016 New
HFA
1164
Huber Financial Advisors
Illinois
$204K +$68 +1 +0%
CHA
1165
Carmichael Hill & Associates
Maryland
$203K – – –
HCM
1166
HMS Capital Management
Tennessee
$202K -$6.86M -101,017 -97%
UAS
1167
United Asset Strategies
New York
$200K -$230K -3,385 -53%
SPL
1168
Smart Portfolios LLC
Washington
$198K – – –
CFD
1169
Creative Financial Designs
Indiana
$196K +$47.6K +699 +32%
CAC
1170
Certified Advisory Corp
Florida
$196K +$68K +1,000 +53%
HI
1171
Hudock Inc
Pennsylvania
$192K +$62.2K +915 +48%
HR
1172
Howe & Rusling
New York
$191K – – –
DBT
1173
Dubuque Bank & Trust
Iowa
$190K -$11.8K -173 -6%
ML
1174
McAdam LLC
Pennsylvania
$184K – – –
YWP
1175
YorkBridge Wealth Partners
New York
$184K – – –
45 46
47
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