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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 %
CAI
1176
Capital Advisors Inc
Oklahoma
$302K – – –
PRS
1177
Pinkerton Retirement Specialists
Idaho
$302K +$4.05K +62 +1%
RI
1178
Ridgewood Investments
New Jersey
$302K +$47.6K +730 +19%
HCP
1179
Holt Capital Partners
Texas
$301K – – –
SAM
1180
SignalPoint Asset Management
Missouri
$300K +$5.94K +91 +2%
EGWAG
1181
Elwood & Goetz Wealth Advisory Group
Georgia
$299K -$21.5K -330 -7%
AIM
1182
AMI Investment Management
Indiana
$299K -$3.26K -50 -1%
CAM
1183
Carret Asset Management
New York
$297K – – –
FCA
1184
FLC Capital Advisors
California
$294K – – –
GWCM
1185
Godshalk Welsh Capital Management
Pennsylvania
$293K – – –
DACG
1186
Donor Advised Charitable Giving
California
$291K -$103K -1,573 -26%
MIAS
1187
Mason Investment Advisory Services
Virginia
$291K – – –
SCP
1188
Sandhill Capital Partners
New York
$290K – – –
CCA
1189
Conservest Capital Advisors
Pennsylvania
$290K – – –
RW
1190
REDW Wealth
New Mexico
$288K -$9.12K -140 -3%
NP
1191
NorthRock Partners
Minnesota
$287K +$287K +4,400 New
JFA
1192
JNBA Financial Advisors
Minnesota
$286K -$119K -1,828 -29%
GC
1193
Grace Capital
Massachusetts
$286K -$113K -1,725 -28%
LAIC
1194
Lederer & Associates Investment Counsel
California
$286K – – –
CFD
1195
Creative Financial Designs
Indiana
$285K +$2.53K +40 +0.9%
GGI
1196
Godsey & Gibb Inc
Virginia
$285K +$12.7K +195 +5%
CWP
1197
Capital Wealth Planning
Florida
$284K +$2.61K +39 +0.9%
IIC
1198
Ironwood Investment Counsel
Arizona
$280K – – –
CK
1199
Cohen Klingenstein
New York
$280K – – –
SC
1200
Searle & Co
Connecticut
$278K +$278K +4,269 New
46 47
48
49 50