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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,391 hedge funds and large institutions have $45.7B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 403 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,391
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.33%
New
79
Increased
403
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B

Top Buyers

1
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$295M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$203M
3
DCM
Dupont Capital Management
Delaware
$229M
4
Barclays
Barclays
United Kingdom
$412M
5
Morgan Stanley
Morgan Stanley
New York
$1.14B

Top Sellers

1
BlackRock
BlackRock
New York
$4.34B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$57.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.37B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$209M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1301
Brinker Capital Investments
Pennsylvania
$115K -$111K -1,692 -49%
GWS
1302
Glassman Wealth Services
Virginia
$115K – – –
JIR
1303
James Investment Research
Ohio
$113K – – –
MCA
1304
Mercer Capital Advisers
New Jersey
$109K – – –
PCFFS
1305
Pacific Center for Financial Services
California
$108K – – –
APSP
1306
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K – – –
TA
1307
Thor Advisors
New York
$107K +$107K +1,645 New
AIM
1308
Advantage Investment Management
Iowa
$106K -$10.6K -163 -9%
WEC
1309
Winslow Evans & Crocker
Massachusetts
$106K – – –
PWMG
1310
Prestige Wealth Management Group
New Jersey
$105K – – –
PC
1311
Premise Capital
Illinois
$103K -$16M -246,439 -99%
AWM
1312
Avondale Wealth Management
Texas
$98K -$235K -3,603 -71%
AA
1313
AlphaMark Advisors
Kentucky
$97K – – –
ONST
1314
Old North State Trust
North Carolina
$96K – – –
HIIFS
1315
Harel Insurance Investments & Financial Services
Israel
$89K – – –
TFGT
1316
TS Financial Group (TSFG)
Illinois
$84K – – –
RP
1317
Rice Partnership
Hawaii
$82K +$82K +1,262 New
SIM
1318
Sonora Investment Management
Arizona
$79K – – –
FGAM
1319
Financial Gravity Asset Management
Texas
$79K – – –
DAM
1320
Delta Asset Management
Tennessee
$76K – – –
GWMIA
1321
Global Wealth Management Investment Advisory
Florida
$74K -$13K -200 -15%
WPW
1322
Winthrop Partners - WNY
New York
$73.7K – – –
CB
1323
CNB Bank
Pennsylvania
$73K -$217K -3,305 -75%
BHWM
1324
Bay Harbor Wealth Management
Maryland
$72K – – –
QAM
1325
QCI Asset Management
New York
$70K – – –
51 52
53
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