EFA icon

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 %
CFG
1376
CKW Financial Group
Hawaii
$10K – – –
EWM
1377
Elmwood Wealth Management
California
$10K – – –
SWP
1378
Strategic Wealth Partners
Ohio
$9.39K +$3.75K +15,222 +67%
SRC
1379
Shufro Rose & Co
New York
$9K +$9K +132 New
NL
1380
NVWM LLC
Pennsylvania
$8K -$11.1K -164 -58%
HCM
1381
Highlander Capital Management
New Jersey
$6K -$8.55K -134 -59%
HCM
1382
Horrell Capital Management
Arkansas
$6K +$6K +95 New
SIS
1383
Sound Income Strategies
Florida
$5K – – –
LF
1384
Lee Financial
Texas
$4K -$240K -4,016 -98%
LWS
1385
Lucia Wealth Services
California
$4K -$2.27K -34 -36%
FMP
1386
Financial Management Professionals
Texas
$4K – – –
CMBA
1387
C.M. Bidwell & Associates
Hawaii
$4K – – –
TRCT
1388
Tower Research Capital (TRC)
New York
$3K -$103K -1,826 -97%
AIM
1389
Axiom Investment Management
New York
$1K -$6.55K -144 -87%
HS
1390
Horan Securities
United States
$1K -$6.1K -61 -86%
HIM
1391
Hillsdale Investment Management
Ontario, Canada
$1K – – –
FCH
1392
Freestone Capital Holdings
Washington
$550 +$226 +3,465 +70%
ED
1393
Exane Derivatives
France
$391 – – –
SIM
1394
Strategic Investment Management
Virginia
– -$62.3M -948,140 Closed
OMC
1395
Old Mission Capital
Illinois
– -$40.5M -616,150 Closed
SCIM
1396
Spring Creek Investment Management
Pennsylvania
– -$32.2M -490,020 Closed
CL
1397
Cabana LLC
Arkansas
– -$27.2M -432,958 Closed
AP
1398
Advisors Preferred
Maryland
– -$25M -378,392 Closed
DA
1399
Duality Advisers
Florida
– -$24.2M -368,630 Closed
CWM
1400
CIBC World Markets
New York
– -$17M -259,355 Closed
54 55
56
57 58