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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 %
RCA
1351
Rowland Carmichael Advisors
Arizona
$28K -$57.8K -902 -67%
BGC
1352
Beutel, Goodman & Co
Ontario, Canada
$28K +$28K +41,521 New
FEG
1353
Financial Enhancement Group
Indiana
$27K – – –
BRC
1354
Bell Rock Capital
Delaware
$25K – – –
VNA
1355
Valley National Advisers
Pennsylvania
$23K +$23K +356 New
MCM
1356
MV Capital Management
Maryland
$22K – – –
AWM
1357
AllSquare Wealth Management
New York
$22K +$12.3K +190 +126%
WWM
1358
Willingdon Wealth Management
North Carolina
$21K – – –
KWA
1359
KCS Wealth Advisory
California
$20.6K +$20.6K +316 New
AF
1360
Arrow Financial
New York
$18K -$17.6K -275 -49%
CC
1361
Cassaday & Co
Virginia
$18K -$6.43K -100 -26%
MWC
1362
MBM Wealth Consultants
Missouri
$18K – – –
HFM
1363
Hartford Financial Management
Connecticut
$17K – – –
FWM
1364
Focused Wealth Management
New York
$17K – – –
JPLA
1365
Joseph P. Lucia & Associates
New York
$17K – – –
CAN
1366
Claraphi Advisory Network
United States
$17K +$17K +253 New
MCM
1367
McMillion Capital Management
North Carolina
$16K – – –
RFWA
1368
RPg Family Wealth Advisory
Massachusetts
$15.5K +$15.5K +238 New
PK
1369
Pflug Koory
Nebraska
$15K – – –
SWA
1370
Sutton Wealth Advisors
Florida
$15K – – –
BC
1371
Barnett & Company
Tennessee
$13K -$5.4K -81 -29%
HCM
1372
Hilton Capital Management
New York
$13K – – –
BG
1373
Bollard Group
Massachusetts
$13K – – –
SCA
1374
Stonebridge Capital Advisors
Minnesota
$13K – – –
FMTCOCP
1375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
53 54
55
56 57