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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 %
AA
1301
AlphaMark Advisors
Kentucky
$101K – – –
GWMIA
1302
Global Wealth Management Investment Advisory
Florida
$100K -$15K -231 -13%
AQA
1303
Alpha Quant Advisors
Texas
$96K +$65 +1 +0.1%
TA
1304
TCG Advisors
Texas
$96K +$96K +1,479 New
ONST
1305
Old North State Trust
North Carolina
$95K – – –
CGT
1306
Capital Guardian Trust
California
$94K -$14.4M -222,402 -99%
RWG
1307
Regal Wealth Group
California
$91K -$7.82K -120 -8%
PWM
1308
PRW Wealth Management
Massachusetts
$81K – – –
FGAM
1309
Financial Gravity Asset Management
Texas
$79K +$79K +1,205 New
MSFP
1310
Mark Sheptoff Financial Planning
Connecticut
$78K – – –
DAM
1311
Delta Asset Management
Tennessee
$75K – – –
VCM
1312
Versant Capital Management
Arizona
$75K +$3.7K +57 +5%
QAM
1313
QCI Asset Management
New York
$74K -$13K -200 -15%
SAM
1314
Strategy Asset Managers
California
$73K +$73K +1,120 New
AWM
1315
AllSquare Wealth Management
New York
$71K – – –
LWM
1316
Lenox Wealth Management
Ohio
$71K +$7.88K +122 +12%
FNC
1317
First National Corp
Massachusetts
$69K – – –
GT
1318
Glenmede Trust
Pennsylvania
$64.7K -$11.5K -177,592 -15%
SFA
1319
Stewardship Financial Advisors
Georgia
$60K – – –
KL
1320
KWMG LLC
Kansas
$59K – – –
CICI
1321
Capital Investment Counsel Inc
North Carolina
$59K +$59K +916 New
GI
1322
Gradient Investments
Minnesota
$57K +$6.48K +100 +13%
RFA
1323
Reilly Financial Advisors
California
$56K -$2.61K -40 -4%
PGAM
1324
Princeton Global Asset Management
New Jersey
$55K -$36K -557 -40%
AF
1325
Arrow Financial
New York
$55K -$26.1K -400 -32%
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