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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 %
FGC
1301
Financial Gravity Companies
Texas
$138K +$138K +2,203 New
LDFR
1302
Lehman & Derafelo Financial Resources
Pennsylvania
$134K +$134K +2,282 New
POIA
1303
Pin Oak Investment Advisors
Texas
$122K -$15.7K -267 -11%
AIM
1304
Advantage Investment Management
Iowa
$120K -$59 -1 -0%
MWM
1305
Mascoma Wealth Management
New Hampshire
$119K +$1.47K +25 +1%
SCM
1306
Silvant Capital Management
Georgia
$114K – – –
PA
1307
Perennial Advisors
New York
$105K -$141K -2,402 -57%
GWMIA
1308
Global Wealth Management Investment Advisory
Florida
$104K +$104K +1,769 New
SIM
1309
Sonora Investment Management
Arizona
$102K +$102K +1,733 New
FFC
1310
First Financial Corp
Indiana
$99K +$14K +239 +16%
MCA
1311
Mercer Capital Advisers
New Jersey
$98K – – –
CA
1312
Claro Advisors
Massachusetts
$98K +$98K +1,446 New
PCFFS
1313
Pacific Center for Financial Services
California
$97K +$30K +512 +45%
APSP
1314
Asset Planning Services (Pennsylvania)
Pennsylvania
$96K -$18.7K -319 -16%
WEC
1315
Winslow Evans & Crocker
Massachusetts
$96K – – –
PWMG
1316
Prestige Wealth Management Group
New Jersey
$95K +$95K +1,615 New
AA
1317
AlphaMark Advisors
Kentucky
$92K – – –
RWG
1318
Regal Wealth Group
California
$89K +$821 +14 +0.9%
BCM
1319
Blume Capital Management
California
$88K +$88K +1,500 New
ONST
1320
Old North State Trust
North Carolina
$86K – – –
AQA
1321
Alpha Quant Advisors
Texas
$86K +$86K +1,469 New
PGAM
1322
Princeton Global Asset Management
New Jersey
$83K +$83K +1,407 New
QAM
1323
QCI Asset Management
New York
$79K -$53.1K -902 -40%
GWS
1324
Glassman Wealth Services
Virginia
$77K +$59 +1 +0.1%
AF
1325
Arrow Financial
New York
$73K -$135K -2,293 -65%
51 52
53
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