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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 %
PWW
1226
Pettyjohn Wood & White
Virginia
$245K -$4.42K -75 -2%
GPWA
1227
Great Point Wealth Advisors
Massachusetts
$245K +$245K +4,173 New
EB
1228
Eastern Bank
Massachusetts
$244K -$10.2K -174 -4%
EWM
1229
Executive Wealth Management
Michigan
$244K +$244K +4,157 New
RA
1230
Riverstone Advisors
Texas
$243K +$243K +4,142 New
IC
1231
Inscription Capital
Texas
$242K +$242K +4,113 New
Simplex Trading
1232
Simplex Trading
Illinois
$242K +$242K +4,128 New
MPW
1233
MA Private Wealth
California
$240K +$240K +4,079 New
LAIC
1234
Lederer & Associates Investment Counsel
California
$239K – – –
WG
1235
Welch Group
Alabama
$239K – – –
VCAM
1236
Van Cleef Asset Management
Ohio
$239K – – –
HI
1237
Hudock Inc
Pennsylvania
$239K +$73.7K +1,260 +45%
CFIA
1238
Cantor Fitzgerald Investment Advisors
New York
$238K -$1.9M -32,294 -89%
PCMC
1239
Private Capital Management (Colorado)
Colorado
$238K +$238K +4,041 New
JPMIA
1240
J.P. Marvel Investment Advisors
Massachusetts
$238K +$238K +4,049 New
MWM
1241
MorganRosel Wealth Management
Colorado
$237K +$237K +4,025 New
Squarepoint
1242
Squarepoint
New York
$235K -$17.5M -297,149 -99%
LI
1243
Lafayette Investments
Maryland
$235K – – –
HWA
1244
Hillcrest Wealth Advisors
New Jersey
$235K +$235K +4,000 New
BFO
1245
Boston Family Office
Massachusetts
$231K – – –
SFPM
1246
Sensible Financial Planning & Management
Massachusetts
$231K – – –
DIM
1247
Delta Investment Management
California
$231K +$231K +3,933 New
FHC
1248
First Heartland Consultants
Missouri
$230K -$465K -7,906 -67%
CPA
1249
Capital Planning Advisors
California
$230K +$230K +3,919 New
GAMC
1250
Garner Asset Management Corp
Texas
$229K +$1.3K +22 +0.6%
48 49
50
51 52