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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 %
KJWM
1451
Kiley Juergens Wealth Management
Washington
– -$240K -3,535 Closed
SCM
1452
Southport Capital Management
Tennessee
– -$239K -3,522 Closed
SFG
1453
StrategIQ Financial Group
Indiana
– -$231K -3,387 Closed
WP
1454
WMS Partners
Maryland
– -$230K -3,387 Closed
PL
1455
Plancorp LLC
Missouri
– -$228K -3,356 Closed
AWA
1456
ARS Wealth Advisors
Florida
– -$228K -3,355 Closed
DACG
1457
Donor Advised Charitable Giving
California
– -$228K -3,349 Closed
FNBSF
1458
First National Bank Sioux Falls
South Dakota
– -$226K -3,330 Closed
VC
1459
Vicus Capital
Pennsylvania
– -$224K -3,295 Closed
IAA
1460
Ironsides Asset Advisors
North Carolina
– -$221K -3,250 Closed
BCM
1461
BTR Capital Management
California
– -$220K -3,234 Closed
WPSG
1462
Wealth & Pension Services Group
Georgia
– -$219K -3,219 Closed
VAM
1463
Visionary Asset Management
Texas
– -$217K -3,185 Closed
PP
1464
PDS Planning
Ohio
– -$216K -3,181 Closed
NWP
1465
Northstar Wealth Partners
Connecticut
– -$213K -3,136 Closed
BF
1466
Blankinship & Foster
California
– -$213K -3,132 Closed
VCM
1467
Vigilant Capital Management
Maine
– -$213K -3,126 Closed
WBG
1468
Wharton Business Group
Pennsylvania
– -$207K -3,045 Closed
PAM
1469
Peak Asset Management
Colorado
– -$205K -3,016 Closed
HFA
1470
Huber Financial Advisors
Illinois
– -$204K -3,002 Closed
CHA
1471
Carmichael Hill & Associates
Maryland
– -$203K -2,990 Closed
UAS
1472
United Asset Strategies
New York
– -$200K -2,947 Closed
ML
1473
McAdam LLC
Pennsylvania
– -$184K -2,719 Closed
RMAM
1474
Raab & Moskowitz Asset Management
New Jersey
– -$180K -2,665 Closed
LA
1475
Legacy Advisors
Pennsylvania
– -$169K -2,489 Closed
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