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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,286 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 423 increasing their positions, 557 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
29.45%
Holding in Top 10
199
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.69%
% of All Funds
4.56%
New
74
Increased
423
Reduced
557
Closed
66
Calls
$3.63B
Puts
$14.6B
Net Calls
-$10.9B
Net Calls Change
+$685M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$521M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$768M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$719M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$230M
5
QIM
Quantitative Investment Management
Virginia
$210M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.48B
2
BlackRock
BlackRock
New York
$4.96B
3
Bank of America
Bank of America
North Carolina
$3.39B
4
Ameriprise
Ameriprise
Minnesota
$1.12B
5
TF
TIAA FSB
Florida
$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
126
Dupont Capital Management
Delaware
$36.4M +$14.6M +214,314 +67%
Capstone Investment Advisors
127
Capstone Investment Advisors
New York
$35.3M +$15.4M +226,407 +77%
IA
128
Independence Advisors
Pennsylvania
$35.1M +$156K +2,296 +0.4%
Schroder Investment Management Group
129
Schroder Investment Management Group
United Kingdom
$35M -$25.1M -369,615 -42%
Bessemer Group
130
Bessemer Group
New Jersey
$34.6M -$211M -3,107,177 -86%
RMC
131
Regis Management Company
California
$34.5M -$5.46M -80,346 -14%
BOCM
132
Bontempo Ohly Capital Management
Maryland
$34.2M +$3.52M +51,812 +11%
PI
133
PHH Investments
Texas
$33.6M +$279K +4,101 +0.8%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$33.1M -$40.8K -600 -0.1%
SI
135
Stephens Inc
Arkansas
$33M +$6.18M +90,938 +23%
PAM
136
Panagora Asset Management
Massachusetts
$32.9M -$58.5M -860,811 -64%
Calamos Advisors
137
Calamos Advisors
Illinois
$32.7M +$3.99M +58,735 +14%
CI
138
Conning Inc
Connecticut
$32.6M +$1.02M +15,019 +3%
CA
139
Calton & Associates
Florida
$32.2M +$2.12M +31,217 +7%
KC
140
KHP Capital
Oklahoma
$32.1M +$1.37M +20,182 +4%
BUB
141
BBVA USA Bancshares
Texas
$31.9M -$135K -1,986 -0.4%
FHA
142
First Horizon Advisors
Tennessee
$31.2M +$854K +12,563 +3%
AF
143
Advisornet Financial
Minnesota
$31.2M -$7.35M -108,078 -19%
CS
144
Comerica Securities
Michigan
$30.9M +$2.18M +32,056 +8%
WT
145
Whittier Trust
California
$30.8M -$375K -5,509 -1%
GT
146
Glenview Trust
Kentucky
$30.7M +$895K +13,168 +3%
DWM
147
Destination Wealth Management
California
$29.2M +$2.41M +35,505 +9%
AIA
148
Arbor Investment Advisors
North Carolina
$28.8M +$1.45M +21,339 +5%
FNBT
149
FineMark National Bank & Trust
Florida
$28.6M -$391K -5,756 -1%
Principal Financial Group
150
Principal Financial Group
Iowa
$28M -$7.13M -104,900 -20%
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