EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$197M
3
DCM
Dupont Capital Management
Delaware
+$148M
4
Barclays
Barclays
United Kingdom
+$144M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.62B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$288M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$254M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$228M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1151
SVA Wealth Management
Wisconsin
$332K – – –
TFCP
1152
Twin Focus Capital Partners
Massachusetts
$331K – – –
TI
1153
Trexquant Investment
Connecticut
$330K +$330K +5,054 New
FBC
1154
Fairfield, Bush & Co
Connecticut
$329K – – –
Wealthfront Advisers
1155
Wealthfront Advisers
California
$329K +$21.9K +335 +7%
SIAP
1156
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$328K -$52.1K -800 -14%
NWS
1157
Newport Wealth Strategies
California
$328K – – –
KF
1158
Krilogy Financial
Missouri
$326K -$43.5K -666 -12%
SCI
1159
S&CO Inc
Massachusetts
$326K – – –
CF
1160
Centaurus Financial
California
$325K -$1.3K -20 -0.4%
SIC
1161
Salem Investment Counselors
North Carolina
$319K +$1.96K +30 +0.6%
EI
1162
Ellevest Inc
New York
$316K +$120K +1,847 +62%
FAT
1163
First American Trust
California
$313K – – –
EFL
1164
ERn Financial LLC
Wisconsin
$313K – – –
CFGS
1165
Concourse Financial Group Securities
Alabama
$312K -$228K -3,500 -42%
PCTC
1166
Perkins Coie Trust Company
Washington
$311K – – –
CRWM
1167
Castle Rock Wealth Management
California
$311K +$311K +4,550 New
VAS
1168
Vestmark Advisory Solutions
Massachusetts
$308K -$47K -721 -13%
CLOS
1169
Compagnie Lombard Odier SCmA
Switzerland
$308K – – –
WC
1170
Weil Company
California
$308K +$308K +4,725 New
TCCM
1171
Timber Creek Capital Management
Massachusetts
$307K -$142K -2,186 -32%
BAM
1172
Baldrige Asset Management
Pennsylvania
$307K +$8.88K +136 +3%
TCM
1173
Tradewinds Capital Management
Washington
$306K – – –
JFA
1174
Johanson Financial Advisors
California
$305K -$54.8K -836 -15%
FANJ
1175
Financial Architects (New Jersey)
New Jersey
$304K – – –
45 46
47
48 49