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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 %
BSA
1226
Bull Street Advisors
Georgia
$259K +$259K +3,967 New
WP
1227
WMS Partners
Maryland
$257K -$61.2K -940 -19%
RWM
1228
Reston Wealth Management
Virginia
$256K -$73.3K -1,123 -22%
VWA
1229
V Wealth Advisors
Kansas
$256K -$46.3K -711 -15%
VCAM
1230
Van Cleef Asset Management
Ohio
$255K -$9.84K -151 -4%
SAM
1231
Seelaus Asset Management
New Jersey
$253K -$58.8K -900 -19%
DIM
1232
Delta Investment Management
California
$253K – – –
FI
1233
Financial Insights
Washington
$253K – – –
EWM
1234
Evermay Wealth Management
Virginia
$253K +$253K +3,880 New
KM
1235
Kalos Management
Georgia
$246K -$16.7K -257 -6%
SPL
1236
Smart Portfolios LLC
Washington
$245K -$6.53M -95,325 -96%
BWM
1237
BerganKDV Wealth Management
Minnesota
$245K -$24.2K -371 -9%
CCG
1238
Cypress Capital Group
Florida
$244K -$13.1K -202 -5%
GAMC
1239
Garner Asset Management Corp
Texas
$244K -$6.71K -103 -3%
VC
1240
Vicus Capital
Pennsylvania
$244K – – –
AF
1241
Alerus Financial
North Dakota
$241K -$29.8K -456 -11%
CPA
1242
Capital Planning Advisors
California
$241K -$14.2K -218 -6%
OWP
1243
Obermeyer Wealth Partners
Colorado
$241K – – –
AWA
1244
Acorn Wealth Advisors
Michigan
$238K -$816 -12 -0.3%
Wealth Enhancement Advisory Services
1245
Wealth Enhancement Advisory Services
Minnesota
$238K +$238K +3,637 New
OBGC
1246
O'Brien Greene & Co
Pennsylvania
$237K -$13K -200 -5%
MPW
1247
MA Private Wealth
California
$237K – – –
AF
1248
Allworth Financial
California
$237K +$16.1K +247 +7%
DLHL
1249
Donald L. Hagan LLC
Florida
$236K – – –
GBBWRPM
1250
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$235K -$16.3K -250 -6%
48 49
50
51 52