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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 %
EWM
1251
Executive Wealth Management
Michigan
$207K -$62.1K -959 -23%
NCM
1252
Next Capital Management
New York
$207K -$12.9K -198 -6%
VWM
1253
Venturi Wealth Management
Texas
$206K -$9.19M -139,977 -98%
HDIM
1254
Hanson & Doremus Investment Management
Vermont
$206K – – –
NWP
1255
Northstar Wealth Partners
Connecticut
$205K +$205K +3,160 New
BF
1256
Blankinship & Foster
California
$205K +$205K +3,167 New
VC
1257
Vicus Capital
Pennsylvania
$203K +$203K +3,123 New
HCM
1258
HMS Capital Management
Tennessee
$202K – – –
EL
1259
Envoi LLC
Minnesota
$201K +$201K +3,104 New
FRA
1260
Front Row Advisors
California
$197K +$3.57K +55 +2%
EI
1261
Ellevest Inc
New York
$195K – – –
CAC
1262
Certified Advisory Corp
Florida
$191K -$183K -2,830 -49%
PFGIA
1263
Patriot Financial Group Insurance Agency
Massachusetts
$190K +$30K +463 +19%
AWM
1264
Aevitas Wealth Management
Massachusetts
$188K -$45.4K -701 -19%
SPL
1265
Smart Portfolios LLC
Washington
$188K – – –
BCI
1266
Brinker Capital Investments
Pennsylvania
$178K -$838K -12,898 -82%
BFC
1267
Bedel Financial Consulting
Indiana
$178K -$6.95K -107 -4%
BHWM
1268
Bay Harbor Wealth Management
Maryland
$177K -$6.15K -95 -3%
HIIFS
1269
Harel Insurance Investments & Financial Services
Israel
$177K +$118K +1,828 +201%
YWP
1270
YorkBridge Wealth Partners
New York
$176K – – –
DOA
1271
D'Orazio & Associates
Virginia
$174K – – –
AWM
1272
Avondale Wealth Management
Texas
$174K – – –
JCM
1273
Jacobi Capital Management
Pennsylvania
$170K – – –
OFS
1274
Orrstown Financial Services
Pennsylvania
$170K +$9.87K +152 +6%
LA
1275
Legacy Advisors
Pennsylvania
$163K +$163K +2,514 New
49 50
51
52 53