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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
$521M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$768M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$719M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$230M
5
QIM
Quantitative Investment Management
Virginia
$210M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.48B
2
BlackRock
BlackRock
New York
$4.96B
3
Bank of America
Bank of America
North Carolina
$3.39B
4
Ameriprise
Ameriprise
Minnesota
$1.12B
5
TF
TIAA FSB
Florida
$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
1201
Winslow Evans & Crocker
Massachusetts
$110K -$41.1K -594 -27%
CTB
1202
Country Trust Bank
Illinois
$110K – – –
PFGIA
1203
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$90.6K +1,339 +468%
AA
1204
AlphaMark Advisors
Kentucky
$106K – – –
RWG
1205
Regal Wealth Group
California
$102K -$68 -1 -0.1%
AWM
1206
Aevitas Wealth Management
Massachusetts
$102K – – –
FFC
1207
First Financial Corp
Indiana
$99K – – –
ONST
1208
Old North State Trust
North Carolina
$99K +$99K +1,465 New
GWS
1209
Glassman Wealth Services
Virginia
$89K – – –
PI
1210
Parkside Investments
Illinois
$89K +$89K +1,316 New
JGIA
1211
Jackson Grant Investment Advisers
Connecticut
$88K – – –
PVH
1212
Psagot Value Holdings
Israel
$83K -$743K -10,935 -90%
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$81K – – –
FMP
1214
Financial Management Professionals
Texas
$79K -$37.4K -549 -32%
DAM
1215
Delta Asset Management
Tennessee
$79K – – –
HIIFS
1216
Harel Insurance Investments & Financial Services
Israel
$79K +$4.82K +71 +6%
AAP
1217
Arax Advisory Partners
Colorado
$78K -$4K -59 -5%
PCFFS
1218
Pacific Center for Financial Services
California
$78K – – –
WPW
1219
Winthrop Partners - WNY
New York
$76.8K – – –
AWM
1220
AllSquare Wealth Management
New York
$74K – – –
SFA
1221
Stewardship Financial Advisors
Georgia
$74K +$74K +1,085 New
CFA
1222
Camarda Financial Advisors
Florida
$71K +$29.8K +439 +72%
GAM
1223
Gemmer Asset Management
California
$69K – – –
LWS
1224
Lucia Wealth Services
California
$69K – – –
TC
1225
Truvestments Capital
Florida
$69K +$69K +1,018 New
47 48
49
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