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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,286 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 423 increasing their positions, 557 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
29.45%
Holding in Top 10
199
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.69%
% of All Funds
4.56%
New
74
Increased
423
Reduced
557
Closed
66
Calls
$3.63B
Puts
$14.6B
Net Calls
-$10.9B
Net Calls Change
+$685M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$521M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$768M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$719M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$230M
5
QIM
Quantitative Investment Management
Virginia
$210M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.48B
2
BlackRock
BlackRock
New York
$4.96B
3
Bank of America
Bank of America
North Carolina
$3.39B
4
Ameriprise
Ameriprise
Minnesota
$1.12B
5
TF
TIAA FSB
Florida
$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1251
Gables Capital Management
Florida
$27K – – –
OBWP
1252
O'Brien Wealth Partners
Massachusetts
$26K +$18.2K +270 +235%
BRC
1253
Bell Rock Capital
Delaware
$25K +$4K +60 +19%
WAS
1254
WESPAC Advisors SoCal
California
$23K – – –
OSAM
1255
O'Shaughnessy Asset Management
Connecticut
$23K +$23K +331 New
SHJ
1256
Sharkey, Howes & Javer
Colorado
$19K – – –
HMS
1257
Hanseatic Management Services
New Mexico
$19K – – –
BC
1258
Barnett & Company
Tennessee
$19K – – –
HFM
1259
Hartford Financial Management
Connecticut
$18K -$4.7K -70 -21%
FWM
1260
Focused Wealth Management
New York
$18K -$68 -1 -0.4%
AC
1261
Avestar Capital
New York
$17K -$3.52M -56,915 -100%
RAM
1262
Riggs Asset Management
Pennsylvania
$17K – – –
HCM
1263
Highlander Capital Management
New Jersey
$16K – – –
MSA
1264
Marino Stram & Associates
Massachusetts
$16K – – –
SWPG
1265
Strategic Wealth Partners Group
Illinois
$15.9K +$302 +4,441 +2%
FEG
1266
Financial Enhancement Group
Indiana
$15K -$39.2K -580 -72%
PK
1267
Pflug Koory
Nebraska
$15K – – –
MWM
1268
MinichMacGregor Wealth Management
New York
$15K – – –
BG
1269
Bollard Group
Massachusetts
$13K – – –
HCM
1270
Hilton Capital Management
New York
$13K +$13K +195 New
RCG
1271
Ruggie Capital Group
Florida
$11K -$307K -4,716 -97%
RFM
1272
Royal Fund Management
Florida
$11K +$9.03K +142 +458%
ACA
1273
Atlas Capital Advisors
Wyoming
$10.5K – – –
IP
1274
Investment Partners
Ohio
$10.2K +$176 +952 +2%
CFG
1275
CKW Financial Group
Hawaii
$10K -$1.16K -17 -10%
49 50
51
52 53