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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 %
PWM
1326
PRW Wealth Management
Massachusetts
$73K +$73K +1,250 New
MSFP
1327
Mark Sheptoff Financial Planning
Connecticut
$70K – – –
GT
1328
Glenmede Trust
Pennsylvania
$69.1K +$7.83K +133,282 +13%
WBC
1329
Westpac Banking Corp
Australia
$68.2K -$79.5K -1,353 -54%
DAM
1330
Delta Asset Management
Tennessee
$68K – – –
FMP
1331
Financial Management Professionals
Texas
$68K – – –
VCM
1332
Versant Capital Management
Arizona
$64K -$68.4K -1,175 -52%
AWM
1333
AllSquare Wealth Management
New York
$64K – – –
SFSIG
1334
San Francisco Sentry Investment Group
California
$64K +$37.6K +641 +142%
FNC
1335
First National Corp
Massachusetts
$63K +$63K +1,068 New
BCA
1336
Berman Capital Advisors
Georgia
$61K -$1.57M -26,893 -96%
GAM
1337
Gemmer Asset Management
California
$60K – – –
LWM
1338
Lenox Wealth Management
Ohio
$57K +$58 +1 +0.1%
UB
1339
UMB Bank
Missouri
$56.2K -$6.74K -114,699 -11%
JGIA
1340
Jackson Grant Investment Advisers
Connecticut
$54K -$22K -376 -29%
SFA
1341
Stewardship Financial Advisors
Georgia
$54K -$9.34K -160 -15%
KL
1342
KWMG LLC
Kansas
$54K – – –
HIIFS
1343
Harel Insurance Investments & Financial Services
Israel
$53K -$14.9K -255 -22%
RFA
1344
Reilly Financial Advisors
California
$53K +$1K +17 +2%
DPA
1345
Delphi Private Advisors
California
$47K -$228K -3,875 -83%
WF
1346
WealthTrust Fairport
Ohio
$47K -$158K -2,704 -77%
GI
1347
Gradient Investments
Minnesota
$46K – – –
WCM
1348
Whitener Capital Management
North Carolina
$45K – – –
FMTCOCP
1349
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
WWM
1350
Willingdon Wealth Management
North Carolina
$44K – – –
52 53
54
55 56