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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 %
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$21.8M +$21.8M +320,500 New
Cerity Partners
177
Cerity Partners
New York
$21.8M +$2.55M +37,504 +13%
PGA
178
Portland Global Advisors
Maine
$21.7M +$1.83M +26,985 +9%
SBL
179
Sargent Bickham Lagudis
Colorado
$21.6M -$605K -8,893 -3%
WF
180
WoodTrust Financial
Wisconsin
$21.6M +$836K +12,301 +4%
Lazard Asset Management
181
Lazard Asset Management
New York
$21.2M -$7.04M -103,506 -25%
AWA
182
Arete Wealth Advisors
Illinois
$21.2M +$20.4M +299,636 +2,496%
CAG
183
Crestwood Advisors Group
Massachusetts
$21.1M -$55.5K -816 -0.3%
SB
184
Simmons Bank
Arkansas
$20.8M +$31.8K +468 +0.2%
EVM
185
Eaton Vance Management
Massachusetts
$20.6M -$283K -4,163 -1%
Squarepoint
186
Squarepoint
New York
$20.5M +$20.5M +301,141 New
DSN
187
D. Scott Neal
Kentucky
$20M +$12.5M +183,464 +166%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.9M +$19.9M +293,401 New
BAAM
189
Baker Avenue Asset Management
California
$19.6M +$1.05M +15,381 +6%
VC
190
Vestor Capital
Illinois
$19.4M +$134K +1,977 +0.7%
OAC
191
OMERS Administration Corp
Ontario, Canada
$19.4M – – –
AA
192
Alesco Advisors
New York
$19.3M -$38.1K -560 -0.2%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$19.2M +$4.09M +60,089 +27%
EWM
194
Evercore Wealth Management
New York
$19.1M +$1.36M +19,961 +8%
SGA
195
Strategic Global Advisors
California
$18.9M +$3.99M +58,636 +27%
HFS
196
HL Financial Services
Kentucky
$18.7M +$475K +6,981 +3%
HIMC
197
Heritage Investors Management Corp
Maryland
$18.6M -$345K -5,067 -2%
GT
198
Greenleaf Trust
Michigan
$18.5M +$221K +3,249 +1%
CAN
199
Cetera Advisor Networks
California
$18.4M +$2.79M +41,045 +18%
CA
200
Cetera Advisors
Colorado
$18.2M +$3.54M +52,115 +24%
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