EFA icon

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 %
WPA
1201
West Paces Advisors
Georgia
$272K – – –
BCFS
1202
Butensky & Cohen Financial Security
Florida
$271K -$4.37K -67 -2%
SEIA
1203
Signature Estate & Investment Advisors
California
$270K -$55.9K -857 -17%
PWW
1204
Pettyjohn Wood & White
Virginia
$268K -$44.4K -680 -14%
SFI
1205
SPC Financial Inc
Maryland
$268K -$19.6K -300 -7%
IC
1206
Inverness Counsel
New York
$268K -$448K – –
FA
1207
FC Advisory
Pennsylvania
$268K – – –
GAG
1208
GM Advisory Group
New York
$268K +$3.13K +48 +1%
PPCM
1209
Pillar Pacific Capital Management
California
$268K +$4.89K +75 +2%
SCA
1210
Snowden Capital Advisors
New York
$268K – – –
NFP
1211
Narus Financial Partners
Utah
$267K – – –
HFA
1212
Huber Financial Advisors
Illinois
$267K -$12.8K -196 -5%
WCWM
1213
Willow Creek Wealth Management
California
$267K +$13.3K +205 +5%
FPFS
1214
First Personal Financial Services
North Carolina
$266K -$259K -3,972 -49%
RIM
1215
Regent Investment Management
Kentucky
$266K -$90.3K -1,385 -25%
WG
1216
Welch Group
Alabama
$265K – – –
AIS
1217
American Investment Services
Massachusetts
$264K +$4.25K +65 +2%
JPMIA
1218
J.P. Marvel Investment Advisors
Massachusetts
$264K +$264K +4,049 New
AWM
1219
Apollon Wealth Management
South Carolina
$264K +$264K +4,054 New
5L
1220
55I LLC
Massachusetts
$263K -$98.8K -1,516 -27%
BIM
1221
Bridges Investment Management
Nebraska
$263K – – –
LA
1222
Legacy Advisors
Pennsylvania
$263K +$96.3K +1,479 +58%
MWM
1223
MorganRosel Wealth Management
Colorado
$262K – – –
HWA
1224
Hillcrest Wealth Advisors
New Jersey
$261K – – –
CCM
1225
Canal Capital Management
Virginia
$260K -$14.6K -224 -5%
47 48
49
50 51