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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 %
MWC
1351
MBM Wealth Consultants
Missouri
$18K -$1.29K -20 -7%
HMS
1352
Hanseatic Management Services
New Mexico
$18K – – –
BC
1353
Barnett & Company
Tennessee
$18K – – –
SHJ
1354
Sharkey, Howes & Javer
Colorado
$18K – – –
CMO
1355
Covenant Multifamily Offices
Texas
$18K +$18K +281 New
HFM
1356
Hartford Financial Management
Connecticut
$17K – – –
FWM
1357
Focused Wealth Management
New York
$17K – – –
AC
1358
Avestar Capital
New York
$17K – – –
RIA
1359
Realta Investment Advisors
Delaware
$17K +$17K +263 New
HCM
1360
Highlander Capital Management
New Jersey
$15K – – –
PK
1361
Pflug Koory
Nebraska
$15K – – –
MSA
1362
Marino Stram & Associates
Massachusetts
$15K – – –
SWA
1363
Sutton Wealth Advisors
Florida
$14.9K -$172K -2,648 -92%
FEG
1364
Financial Enhancement Group
Indiana
$14K – – –
TIM
1365
Thornburg Investment Management
New Mexico
$13K -$25.9M -404,002 -100%
HCM
1366
Hilton Capital Management
New York
$13K – – –
BG
1367
Bollard Group
Massachusetts
$13K – – –
LPWM
1368
Lake Point Wealth Management
Texas
$13K +$3.44K +54 +36%
RAM
1369
Riggs Asset Management
Pennsylvania
$12K +$12K +188 New
PCA
1370
Peddock Capital Advisors
Massachusetts
$11K -$7.68K -118 -41%
ACA
1371
Atlas Capital Advisors
Wyoming
$10.1K – – –
CFG
1372
CKW Financial Group
Hawaii
$10K – – –
IAS
1373
INR Advisory Services
Pennsylvania
$7K – – –
LWS
1374
Lucia Wealth Services
California
$6K – – –
SIS
1375
Sound Income Strategies
Florida
$5K -$27.2K -381 -84%
53 54
55
56 57