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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 %
SAM
1176
SignalPoint Asset Management
Missouri
$303K -$11.8K -200 -4%
AAM
1177
Autus Asset Management
Arizona
$303K -$4.71K -80 -2%
AOWM
1178
Alpha Omega Wealth Management
Virginia
$302K +$106K +1,807 +54%
SWM
1179
SVA Wealth Management
Wisconsin
$301K +$301K +5,125 New
SCA
1180
Snowden Capital Advisors
New York
$298K +$5.94K +101 +2%
PRS
1181
Pinkerton Retirement Specialists
Idaho
$298K -$498K -8,486 -63%
WGCA
1182
Wolf Group Capital Advisors
Virginia
$298K -$150K -2,548 -33%
SFI
1183
SPC Financial Inc
Maryland
$298K -$62.3K -1,060 -17%
HCP
1184
Holt Capital Partners
Texas
$298K -$9.99K -170 -3%
HR
1185
Hayden Royal
North Carolina
$298K +$298K +5,063 New
FBC
1186
Fairfield, Bush & Co
Connecticut
$297K – – –
SCI
1187
S&CO Inc
Massachusetts
$294K – – –
NP
1188
NorthRock Partners
Minnesota
$294K +$95K +1,621 +48%
WA
1189
Wambolt & Associates
Colorado
$292K +$292K +4,976 New
RCG
1190
Ruggie Capital Group
Florida
$291K +$281K +4,790 +2,834%
AIS
1191
Accurate Investment Solutions
Pennsylvania
$291K +$291K +4,950 New
PAG
1192
Pinnacle Advisory Group
Maryland
$288K -$82.6K -1,406 -22%
SSG
1193
Summit Securities Group
New York
$288K +$76.4K +1,300 +36%
TCM
1194
Tradewinds Capital Management
Washington
$287K – – –
EFL
1195
ERn Financial LLC
Wisconsin
$285K +$285K +4,842 New
FEM
1196
Fulcrum Equity Management
Texas
$284K +$284K +4,825 New
ADL
1197
Asset Dedication LLC
California
$283K +$8.36K +142 +3%
PCTC
1198
Perkins Coie Trust Company
Washington
$280K – – –
WC
1199
Weil Company
California
$278K – – –
KA
1200
Kovack Advisors
Florida
$278K +$62.9K +1,072 +29%
46 47
48
49 50