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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
1151
ERn Financial LLC
Wisconsin
$323K – – –
BFA
1152
Beaumont Financial Advisors
Massachusetts
$322K -$69.4K -1,071 -18%
NFG
1153
Next Financial Group
Texas
$318K -$3.41M -52,687 -91%
NFH
1154
NEXT Financial Holdings
Texas
$318K +$318K +4,915 New
SS
1155
Sunbelt Securities
Texas
$317K -$22.4K -345 -7%
GBBWRPM
1156
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$317K +$77.2K +1,190 +32%
FAT
1157
First American Trust
California
$314K -$30.8K -476 -9%
FEM
1158
Fulcrum Equity Management
Texas
$313K – – –
IWS
1159
Insight Wealth Strategies
California
$312K +$6.95K +107 +2%
WCM
1160
WealthBridge Capital Management
Ohio
$310K -$889K -13,707 -74%
PCTC
1161
Perkins Coie Trust Company
Washington
$309K – – –
AAM
1162
Autus Asset Management
Arizona
$308K -$25.2K -390 -8%
BAM
1163
Baldrige Asset Management
Pennsylvania
$307K +$307K +4,727 New
WC
1164
Weil Company
California
$306K – – –
TCM
1165
Tradewinds Capital Management
Washington
$305K -$12K -185 -4%
FANJ
1166
Financial Architects (New Jersey)
New Jersey
$303K -$163K -2,507 -35%
CFS
1167
CRA Financial Services
New Jersey
$303K -$100K -1,549 -25%
AIM
1168
AMI Investment Management
Indiana
$301K – – –
RW
1169
REDW Wealth
New Mexico
$301K +$301K +4,637 New
HCP
1170
Holt Capital Partners
Texas
$300K -$29.2K -450 -9%
PPCM
1171
Pillar Pacific Capital Management
California
$300K +$76.5K +1,180 +34%
EGWAG
1172
Elwood & Goetz Wealth Advisory Group
Georgia
$297K -$54.7K -845 -16%
GC
1173
Grace Capital
Massachusetts
$297K – – –
CAM
1174
Carret Asset Management
New York
$295K – – –
PRS
1175
Pinkerton Retirement Specialists
Idaho
$294K -$35.2K -543 -11%
45 46
47
48 49