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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 %
CAC
1151
Certified Advisory Corp
Florida
$340K +$170K +2,893 +100%
ODIJL
1152
One Day In July LLC
Vermont
$338K +$338K +5,757 New
CNC
1153
Citizens & Northern Corp
Pennsylvania
$337K +$337K +5,741 New
WPP
1154
Whalerock Point Partners
Rhode Island
$335K -$533K -9,059 -61%
NSB
1155
Norway Savings Bank
Maine
$335K – – –
SEIA
1156
Signature Estate & Investment Advisors
California
$333K -$1.23M -21,000 -79%
ST
1157
Spinnaker Trust
Maine
$333K -$51.3K -873 -13%
HA
1158
Harborview Advisors
Maine
$331K +$3K +51 +0.9%
WCA
1159
Windsor Creek Advisors
Vermont
$327K +$327K +5,208 New
FPFS
1160
First Personal Financial Services
North Carolina
$324K -$23K -391 -7%
PFG
1161
Pacific Financial Group
Washington
$324K +$324K +5,511 New
MC
1162
Moors & Cabot
Massachusetts
$322K -$237K -4,031 -42%
RIM
1163
Regent Investment Management
Kentucky
$321K +$81.3K +1,385 +34%
EGWAG
1164
Elwood & Goetz Wealth Advisory Group
Georgia
$319K +$319K +5,430 New
OAM
1165
Occidental Asset Management
California
$315K -$2K -34 -0.6%
BCP
1166
Berkeley Capital Partners
Georgia
$314K +$67.3K +1,145 +27%
FAT
1167
First American Trust
California
$313K -$70K -1,190 -18%
HCM
1168
HM Capital Management
Missouri
$311K -$5.93K -101 -2%
IBOK
1169
Independence Bank of Kentucky
Kentucky
$309K -$355K -6,031 -53%
Victory Capital Management
1170
Victory Capital Management
Texas
$309K -$54.1K -922 -15%
F
1171
F3Logic
Minnesota
$308K -$15.2K -259 -5%
ASC
1172
Atalanta Sosnoff Capital
New York
$307K – – –
SS
1173
Sunbelt Securities
Texas
$307K +$25.4K +433 +9%
NWS
1174
Newport Wealth Strategies
California
$305K – – –
BS
1175
Boenning & Scattergood
Pennsylvania
$303K -$24.6K -420 -8%
45 46
47
48 49