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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,386 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 389 increasing their positions, 697 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
-13
Holders Change %
-0.93%
% of All Funds
30.05%
Holding in Top 10
218
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-9.92%
% of All Funds
4.73%
New
95
Increased
389
Reduced
697
Closed
95
Calls
$3.16B
Puts
$14B
Net Calls
-$10.8B
Net Calls Change
-$1.34B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$372M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$140M
4
Barclays
Barclays
United Kingdom
+$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$123M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$1.71B
2
Goldman Sachs
Goldman Sachs
New York
-$426M
3
CI
Cambiar Investors
Colorado
-$391M
4
Bank of America
Bank of America
North Carolina
-$376M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
1226
Godshalk Welsh Capital Management
Pennsylvania
$243K +$243K +3,750 New
OWP
1227
Obermeyer Wealth Partners
Colorado
$240K – – –
ACM
1228
Alpha Capital Management
Texas
$240K – – –
CNB
1229
Camden National Bank
Maine
$239K +$5.84K +90 +3%
First Manhattan
1230
First Manhattan
New York
$238K -$447K -6,901 -65%
KM
1231
Kalos Management
Georgia
$238K -$55.5K -857 -19%
AWA
1232
Acorn Wealth Advisors
Michigan
$235K – – –
EWM
1233
Evermay Wealth Management
Virginia
$235K +$4.55K +70 +2%
SMG
1234
Spectrum Management Group
Indiana
$233K – – –
PI
1235
Parkside Investments
Illinois
$232K -$359K -5,550 -61%
DLHL
1236
Donald L. Hagan LLC
Florida
$231K – – –
AF
1237
Allworth Financial
California
$230K +$11.1K +172 +5%
KA
1238
Kovack Advisors
Florida
$225K -$82K -1,266 -27%
NP
1239
NorthRock Partners
Minnesota
$221K -$104K -1,609 -32%
WP
1240
WMS Partners
Maryland
$220K +$220K +3,387 New
LI
1241
Lafayette Investments
Maryland
$219K -$40.6K -625 -16%
JIR
1242
James Investment Research
Ohio
$216K -$32.5K -501 -13%
RFN
1243
RDA Financial Network
Iowa
$216K +$216K +3,244 New
FNBSF
1244
First National Bank Sioux Falls
South Dakota
$216K +$216K +3,330 New
TPWA
1245
TRUE Private Wealth Advisors
Oregon
$212K -$251K -3,881 -54%
MIH
1246
Madison Investment Holdings
Wisconsin
$212K -$88.9K -1,370 -30%
HIS
1247
Harvest Investment Services
Illinois
$211K +$211K +3,219 New
IAA
1248
Ironsides Asset Advisors
North Carolina
$211K +$211K +3,250 New
BWFA
1249
Baltimore-Washington Financial Advisors
Maryland
$208K +$208K +3,218 New
SSW
1250
Smith Shellnut Wilson
Mississippi
$207K -$180K -2,772 -46%
48 49
50
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