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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 %
AF
1276
Allworth Financial
California
$199K -$17K -289 -8%
NCM
1277
Next Capital Management
New York
$199K +$199K +3,384 New
WPA
1278
West Paces Advisors
Georgia
$187K – – –
HDIM
1279
Hanson & Doremus Investment Management
Vermont
$186K -$41.1K -701 -18%
CFD
1280
Creative Financial Designs
Indiana
$186K +$16.8K +286 +10%
EI
1281
Ellevest Inc
New York
$177K +$177K +3,003 New
FRA
1282
Front Row Advisors
California
$175K – – –
SPL
1283
Smart Portfolios LLC
Washington
$171K – – –
SWA
1284
Sutton Wealth Advisors
Florida
$169K +$165K +2,815 +4,468%
BFC
1285
Bedel Financial Consulting
Indiana
$167K +$6.27K +107 +4%
BHWM
1286
Bay Harbor Wealth Management
Maryland
$166K +$166K +2,829 New
YWP
1287
YorkBridge Wealth Partners
New York
$159K – – –
DOA
1288
D'Orazio & Associates
Virginia
$158K +$158K +2,689 New
AWM
1289
Avondale Wealth Management
Texas
$157K +$157K +2,676 New
JCM
1290
Jacobi Capital Management
Pennsylvania
$154K – – –
CB
1291
CNB Bank
Pennsylvania
$152K -$70.1K -1,191 -32%
LYV
1292
Live Your Vision
Pennsylvania
$148K – – –
LIA
1293
LS Investment Advisors
Michigan
$147K – – –
OFS
1294
Orrstown Financial Services
Pennsylvania
$145K – – –
PFGIA
1295
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$49.7K +847 +52%
BWA
1296
Burt Wealth Advisors
Maryland
$143K – – –
WIM
1297
Westside Investment Management
California
$142K +$142K +2,415 New
MIM
1298
Macroview Investment Management
Maryland
$140K +$645 +11 +0.5%
KPW
1299
Kore Private Wealth
New York
$139K +$139K +2,368 New
AIA
1300
Armor Investment Advisors
North Carolina
$138K +$31.6K +537 +30%
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