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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 %
AIFS
1401
A&I Financial Services
Colorado
– -$12.7M -216,344 Closed
ClearBridge Investments
1402
ClearBridge Investments
New York
– -$10M -170,965 Closed
BIA
1403
Biondo Investment Advisors
Pennsylvania
– -$9.86M -167,725 Closed
SGCA
1404
Steel Grove Capital Advisors
Tennessee
– -$9.67M -164,435 Closed
NSLI
1405
Nan Shan Life Insurance
Taiwan
– -$8.77M -149,132 Closed
BWM
1406
BT Wealth Management
Georgia
– -$6.42M -102,437 Closed
Q
1407
QVR
California
– -$5.97M -101,505 Closed
AWM
1408
Alterna Wealth Management
Texas
– -$6.57M -100,690 Closed
AIA
1409
Angeles Investment Advisors
California
– -$5.65M -96,185 Closed
TSS
1410
Two Sigma Securities
New York
– -$3.92M -66,745 Closed
BAM
1411
Burgundy Asset Management
Ontario, Canada
– -$3.78M -64,340 Closed
William Blair Investment Management
1412
William Blair Investment Management
Illinois
– -$3.72M -63,298 Closed
Loomis, Sayles & Company
1413
Loomis, Sayles & Company
Massachusetts
– -$3.66M -62,197 Closed
JF
1414
JSF Financial
California
– -$3.4M -57,889 Closed
Massachusetts Financial Services
1415
Massachusetts Financial Services
Massachusetts
– -$3.04M -51,662 Closed
CA
1416
Cambridge Associates
Massachusetts
– -$2.95M -50,171 Closed
ICM
1417
Ionic Capital Management
New York
– -$2.94M -50,000 Closed
OWA
1418
One Wealth Advisors
California
– -$2.58M -43,967 Closed
HF
1419
HRT Financial
New York
– -$2.37M -40,390 Closed
HHGA
1420
Halbert Hargrove Global Advisors
California
– -$1.97M -33,556 Closed
CGH
1421
Crossmark Global Holdings
Texas
– -$1.84M -31,328 Closed
TCM
1422
Tradition Capital Management
New Jersey
– -$1.83M -31,196 Closed
JFL
1423
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$1.75M -29,810 Closed
JG
1424
Jefferies Group
New York
– -$1.59M -27,001 Closed
HL
1425
Harding Loevner
New Jersey
– -$1.58M -26,917 Closed
55 56
57
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