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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 %
SFG
1376
SevenBridge Financial Group
Pennsylvania
$5K – – –
HS
1377
Horan Securities
United States
$5K – – –
MWC
1378
MKD Wealth Coaches
Michigan
$5K +$5K +80 New
RFM
1379
Royal Fund Management
Florida
$5K +$5K +91 New
CF
1380
Centaurus Financial
California
$4.54K +$479 +31 +12%
WA
1381
WP Advisors
California
$4.06K – – –
FMP
1382
Financial Management Professionals
Texas
$4K -$64.2K -1,092 -94%
DWA
1383
Dougherty Wealth Advisers
Minnesota
$4K – – –
CMBA
1384
C.M. Bidwell & Associates
Hawaii
$4K – – –
WAS
1385
WESPAC Advisors SoCal
California
$4K +$4K +75 New
ANBT
1386
American National Bank & Trust
Texas
$2K -$10.6M -186,102 -100%
ACA
1387
Anchor Capital Advisors
Massachusetts
$1.8K -$3 -50 -0.2%
IRC
1388
Investors Research Corp
Georgia
$1K +$1K +22 New
ED
1389
Exane Derivatives
France
$389 – – –
JPLA
1390
Joseph P. Lucia & Associates
New York
$267 +$267 +17,699 New
BOTOTLSJU
1391
Board of Trustees of The Leland Stanford Junior University
California
– -$143M -2,432,195 Closed
WCM Investment Management
1392
WCM Investment Management
California
– -$85.2M -1,449,364 Closed
Voloridge Investment Management
1393
Voloridge Investment Management
Florida
– -$82.3M -1,399,912 Closed
GCM
1394
Gladius Capital Management
Illinois
– -$43.8M -745,600 Closed
NIMC
1395
NWQ Investment Management Company
California
– -$36.4M -619,603 Closed
SG Americas Securities
1396
SG Americas Securities
New York
– -$28M -476,669 Closed
QIM
1397
Quantitative Investment Management
Virginia
– -$24.7M -419,800 Closed
Neuberger Berman Group
1398
Neuberger Berman Group
New York
– -$17.7M -300,425 Closed
TAM
1399
Tocqueville Asset Management
New York
– -$17.3M -294,089 Closed
JWM
1400
JGP Wealth Management
Oregon
– -$13.1M -222,527 Closed
54 55
56
57 58