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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 %
CWM
151
Cornerstone Wealth Management
Missouri
$27.6M +$663K +45,395 +2%
SR
152
Swiss Re
Switzerland
$27.1M – – –
Fiera Capital (Canada)
153
Fiera Capital (Canada)
Quebec, Canada
$26.7M -$850K -12,495 -3%
JFGIW
154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.4M -$511K -7,523 -2%
HighTower Advisors
155
HighTower Advisors
Illinois
$25.9M +$245K +3,606 +1%
EWM
156
Endurance Wealth Management
Rhode Island
$25.7M -$748K -11,005 -3%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$25M -$2.92M -42,910 -10%
BTS
158
BB&T Securities
Virginia
$25M -$6.2M -91,252 -20%
OAM
159
Oppenheimer Asset Management
New York
$24.7M +$1.15M +16,980 +5%
CFB
160
Cullen/Frost Bankers
Texas
$24.6M +$105K +1,551 +0.4%
TCM
161
Twele Capital Management
Minnesota
$24.5M +$3.11M +45,703 +14%
LSAG
162
Lake Street Advisors Group
New Hampshire
$24.5M -$2.22M -32,632 -8%
American Century Companies
163
American Century Companies
Missouri
$24.3M +$68K +1,000 +0.3%
BCM
164
BTC Capital Management
Iowa
$24.1M +$24.1M +354,801 New
WT
165
Washington Trust
Rhode Island
$24.1M -$2.11M -31,018 -8%
ANBT
166
American National Bank & Trust
Texas
$23.9M -$2.1M -30,904 -8%
TTWM
167
TCV Trust & Wealth Management
Virginia
$23.8M -$589K -8,670 -2%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$23.8M -$2M -29,461 -8%
BWP
169
BSW Wealth Partners
Colorado
$23.4M +$562K +8,273 +2%
AI
170
Atria Investments
North Carolina
$22.9M +$18.4M +270,831 +414%
CCT
171
Country Club Trust
Missouri
$22.7M +$4.67M +68,743 +26%
Lido Advisors
172
Lido Advisors
California
$22.4M -$11.1M -162,533 -33%
MCM
173
MAI Capital Management
Ohio
$22.4M -$180K -2,649 -0.8%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$22.1M -$1.35M -19,900 -6%
AIG
175
American International Group
New York
$21.9M -$340K -5,000 -2%
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