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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 %
PP
1201
Patten & Patten
Tennessee
$277K +$46.6K +793 +20%
IWS
1202
Insight Wealth Strategies
California
$276K +$276K +4,696 New
MIH
1203
Madison Investment Holdings
Wisconsin
$273K -$1.11M -18,784 -80%
AIM
1204
AMI Investment Management
Indiana
$273K +$14.1K +239 +5%
DWM
1205
Doyle Wealth Management
Florida
$272K -$470 -8 -0.2%
BWM
1206
BerganKDV Wealth Management
Minnesota
$271K +$294 +5 +0.1%
GAG
1207
GM Advisory Group
New York
$270K -$135K -2,302 -33%
GC
1208
Grace Capital
Massachusetts
$269K +$269K +4,580 New
CAM
1209
Carret Asset Management
New York
$268K +$235 +4 +0.1%
KM
1210
Kalos Management
Georgia
$268K +$6.56K +111 +3%
HCIA
1211
Hochman Cole Investment Advisors
Illinois
$266K +$41.1K +701 +18%
RI
1212
Ridgewood Investments
New Jersey
$265K – – –
FCA
1213
FLC Capital Advisors
California
$265K +$265K +4,511 New
SCA
1214
Sage Capital Advisors
South Dakota
$264K -$3.77K -64 -1%
VWA
1215
V Wealth Advisors
Kansas
$263K -$54.6K -847 -17%
BCFS
1216
Butensky & Cohen Financial Security
Florida
$261K -$17.9K -305 -6%
GIA
1217
GHP Investment Advisors
Colorado
$260K +$47K +800 +22%
CCA
1218
Conservest Capital Advisors
Pennsylvania
$256K -$17.5K -298 -6%
LF
1219
Lee Financial
Texas
$254K – – –
FI
1220
FormulaFolio Investments
Michigan
$254K – – –
CK
1221
Cohen Klingenstein
New York
$253K – – –
FI
1222
Financial Insights
Washington
$249K +$249K +3,979 New
BFIM
1223
Beese Fulmer Investment Management
Ohio
$248K – – –
AIS
1224
American Investment Services
Massachusetts
$247K +$42.3K +719 +21%
P
1225
Pitcairn
Pennsylvania
$247K +$247K +4,200 New
47 48
49
50 51