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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,399 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+113
Holders Change %
+8.79%
% of All Funds
31.22%
Holding in Top 10
242
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+21.61%
% of All Funds
5.4%
New
217
Increased
522
Reduced
521
Closed
88
Calls
$3.01B
Puts
$12.5B
Net Calls
-$9.49B
Net Calls Change
+$1.43B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$487M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$442M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419M
4
CI
Cambiar Investors
Colorado
+$329M
5
Wells Fargo
Wells Fargo
California
+$257M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$862M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$260M
3
BlackRock
BlackRock
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$156M
5
Bank of America
Bank of America
North Carolina
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1426
GS Investments
Minnesota
– -$1.1M -16,188 Closed
BCM
1427
Bayesian Capital Management
New York
– -$1.05M -15,500 Closed
CM
1428
CS McKee
Pennsylvania
– -$846K -12,446 Closed
SCM
1429
Sterneck Capital Management
Missouri
– -$835K -12,275 Closed
WAAG
1430
Wealth Alliance Advisory Group
Kansas
– -$745K -10,961 Closed
IIA
1431
IPG Investment Advisors
California
– -$713K -10,485 Closed
PHS
1432
Pekin Hardy Strauss
Illinois
– -$670K -9,857 Closed
CAS
1433
Cue Advisory Services
Arizona
– -$547K -8,047 Closed
OA
1434
Oxbow Advisors
Texas
– -$472K -6,935 Closed
NF
1435
Nikulski Financial
Iowa
– -$411K -6,580 Closed
CAM
1436
Claret Asset Management
Quebec, Canada
– -$373K -5,493 Closed
WI
1437
Wintrust Investments
Illinois
– -$370K -5,440 Closed
BCWM
1438
Blue Chip Wealth Management
Florida
– -$311K -4,581 Closed
EFS
1439
Essex Financial Services
Connecticut
– -$305K -4,491 Closed
AFNAS
1440
American Financial Network Advisory Services
California
– -$302K -4,437 Closed
WAM
1441
Weatherly Asset Management
California
– -$299K -4,392 Closed
CSM
1442
CAMG Solamere Management
North Carolina
– -$279K -4,112 Closed
AWP
1443
Ascent Wealth Partners
New York
– -$275K -4,050 Closed
ACM
1444
Advisors Capital Management
New Jersey
– -$272K -3,999 Closed
SFS
1445
Strategic Financial Services
New York
– -$272K -3,995 Closed
BWFA
1446
Baltimore-Washington Financial Advisors
Maryland
– -$252K -3,718 Closed
UFF
1447
USA Financial Formulas
Michigan
– -$245K -3,659 Closed
RW
1448
REDW Wealth
New Mexico
– -$247K -3,633 Closed
VCM
1449
Virtue Capital Management
Tennessee
– -$246K -3,624 Closed
CCG
1450
Chatham Capital Group
Georgia
– -$244K -3,588 Closed
56 57
58
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