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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,413 hedge funds and large institutions have $35B invested in iShares MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 349 increasing their positions, 817 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,413
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
29.04%
Holding in Top 10
151
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-19.68%
% of All Funds
3.1%
New
104
Increased
349
Reduced
817
Closed
111
Calls
$4.32B
Puts
$8.51B
Net Calls
-$4.19B
Net Calls Change
+$845M

Top Buyers

1
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$340M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$167M
3
Bank of America
Bank of America
North Carolina
$2.26B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$425M
5
LW
Linscomb Wealth
Texas
$67.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$376M
3
FTUS
Flow Traders U.S.
New York
$0
4
Wells Fargo
Wells Fargo
California
$1.06B
5
Goldman Sachs
Goldman Sachs
New York
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
301
Oppenheimer & Co
New York
$7.12M -$3.16M -51,834 -31%
LFWA
302
LBJ Family Wealth Advisors
Texas
$7.1M +$86.2K +1,417 +1%
TNBTD
303
Trustmark National Bank Trust Department
Mississippi
$7.03M -$29.5K -484 -0.4%
CAC
304
Core Alternative Capital
Georgia
$7.02M -$356K -5,855 -5%
IFAM
305
Institutional & Family Asset Management
Colorado
$7M -$458K -7,524 -6%
PFA
306
Pathway Financial Advisors
Vermont
$6.98M -$428K -7,039 -6%
CNC
307
Citizens & Northern Corp
Pennsylvania
$6.96M +$6.96M +114,268 New
CCM
308
Covington Capital Management
California
$6.93M -$1.43M -23,432 -17%
FWM
309
FFT Wealth Management
Pennsylvania
$6.86M -$3.27M -53,654 -32%
Lido Advisors
310
Lido Advisors
California
$6.86M -$1.61M -26,451 -19%
TL
311
TrueWealth LLC
Georgia
$6.79M +$3.39M +55,751 +100%
LGWM
312
Litman Gregory Wealth Management
California
$6.76M +$1.14M +18,691 +20%
A
313
AdvicePeriod
California
$6.73M -$1.43M -23,424 -17%
TWM
314
Tolleson Wealth Management
Texas
$6.7M +$311K +5,109 +5%
CCM
315
Coldstream Capital Management
Washington
$6.7M -$161K -2,640 -2%
SC
316
Sepio Capital
Utah
$6.59M -$4.94M -81,080 -43%
PFM
317
Phillips Financial Management
Indiana
$6.58M -$352K -5,787 -5%
CASB
318
Cape Ann Savings Bank
Massachusetts
$6.57M +$6.57M +108,000 New
SWP
319
Stratos Wealth Partners
Ohio
$6.49M -$1.3M -21,410 -17%
CWM
320
Confluence Wealth Management
Oregon
$6.47M -$967K -15,889 -13%
CPIG
321
Chicago Partners Investment Group
Illinois
$6.38M +$222K +3,468 +4%
GC
322
Grimes & Company
Massachusetts
$6.38M +$271K +4,451 +4%
SWPG
323
Strategic Wealth Partners Group
Illinois
$6.37M -$1.21M -19,944 -16%
WB
324
Webster Bank
Connecticut
$6.34M -$48.6K -799 -0.8%
DT
325
Diversified Trust
Tennessee
$6.34M +$697K +11,453 +12%
11 12
13
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