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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 %
FA
1176
Fortis Advisors
Pennsylvania
$184K – – –
RMAM
1177
Raab & Moskowitz Asset Management
New Jersey
$180K +$180K +2,665 New
JCM
1178
Jacobi Capital Management
Pennsylvania
$178K -$209K -3,083 -54%
BFC
1179
Bedel Financial Consulting
Indiana
$177K -$94.3K -1,460 -35%
WBC
1180
Westpac Banking Corp
Australia
$171K +$143K +2,110 +524%
LIA
1181
LS Investment Advisors
Michigan
$170K -$98.5K -1,450 -37%
LA
1182
Legacy Advisors
Pennsylvania
$169K – – –
OFS
1183
Orrstown Financial Services
Pennsylvania
$168K -$43.1K -632 -20%
LYV
1184
Live Your Vision
Pennsylvania
$165K – – –
BWA
1185
Burt Wealth Advisors
Maryland
$165K – – –
MIM
1186
Macroview Investment Management
Maryland
$162K -$16.8K -247 -9%
POIA
1187
Pin Oak Investment Advisors
Texas
$159K – – –
VCM
1188
Versant Capital Management
Arizona
$154K -$83.9K -1,239 -35%
QAM
1189
QCI Asset Management
New York
$153K -$1.36K -20 -0.9%
RCA
1190
Rowland Carmichael Advisors
Arizona
$153K +$10.2K +150 +7%
GP
1191
Gresham Partners
Illinois
$143K +$143K +2,099 New
AIM
1192
Advantage Investment Management
Iowa
$139K +$3K +44 +2%
MWM
1193
Mascoma Wealth Management
New Hampshire
$136K – – –
CAM
1194
ClariVest Asset Management
California
$134K -$63.6K -933 -32%
SCM
1195
Silvant Capital Management
Georgia
$132K – – –
SFM
1196
Signet Financial Management
New Jersey
$127K -$82.6K -1,216 -39%
APSP
1197
Asset Planning Services (Pennsylvania)
Pennsylvania
$126K – – –
AIA
1198
Armor Investment Advisors
North Carolina
$123K – – –
BA
1199
Ballew Advisors
Mississippi
$118K -$4.93K -80 -4%
MCA
1200
Mercer Capital Advisers
New Jersey
$113K – – –
46 47
48
49 50