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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 %
FA
1251
FC Advisory
Pennsylvania
$229K +$17.6K +299 +8%
WCWM
1252
Willow Creek Wealth Management
California
$226K +$8.89K +151 +4%
TU
1253
TDAM USA
Ontario, Canada
$226K +$226K +3,838 New
JIR
1254
James Investment Research
Ohio
$225K +$117 +2 +0.1%
MAA
1255
Matrix Asset Advisors
New York
$225K +$225K +3,820 New
QAM
1256
Questar Asset Management
Minnesota
$219K +$219K +3,733 New
ACM
1257
Alpha Capital Management
Texas
$217K -$225K -3,837 -51%
OWP
1258
Obermeyer Wealth Partners
Colorado
$217K – – –
GBBWRPM
1259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$217K +$217K +3,696 New
AWA
1260
Acorn Wealth Advisors
Michigan
$216K +$17.4K +285 +9%
MPPLM
1261
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$213K -$2.69M -45,781 -93%
AWM
1262
Aevitas Wealth Management
Massachusetts
$212K +$124K +2,103 +140%
SMG
1263
Spectrum Management Group
Indiana
$212K +$212K +3,600 New
AA
1264
Apriem Advisors
California
$211K +$211K +3,586 New
CNB
1265
Camden National Bank
Maine
$211K +$211K +3,596 New
DLHL
1266
Donald L. Hagan LLC
Florida
$210K -$27.9K -475 -12%
BII
1267
Bainco International Investors
Massachusetts
$210K – – –
EWM
1268
Evermay Wealth Management
Virginia
$208K +$7.51K +128 +4%
SP
1269
Symmetry Partners
Connecticut
$207K +$207K +3,515 New
HCM
1270
Howland Capital Management
Massachusetts
$206K -$77.6K -1,320 -27%
RWM
1271
RKL Wealth Management
Pennsylvania
$203K -$46.6K -794 -19%
PPCM
1272
Pillar Pacific Capital Management
California
$203K +$4.88K +83 +2%
HCM
1273
HMS Capital Management
Tennessee
$202K – – –
NSG
1274
Nalls Sherbakoff Group
Tennessee
$201K +$201K +3,423 New
Wealthfront Advisers
1275
Wealthfront Advisers
California
$200K +$200K +3,411 New
49 50
51
52 53