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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,409 hedge funds and large institutions have $35.8B invested in iShares MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 386 increasing their positions, 681 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.5%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
2.99%
New
81
Increased
386
Reduced
681
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$256M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$242M
3
HHGA
Halbert Hargrove Global Advisors
California
+$80.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.8M
5
Goldman Sachs
Goldman Sachs
New York
+$74.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$427M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$297M
3
UBS Group
UBS Group
Switzerland
-$180M
4
State Street
State Street
Massachusetts
-$137M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
301
Pittenger & Anderson Inc
Nebraska
$8.04M -$281K -4,410 -3%
MWM
302
Merriman Wealth Management
Washington
$7.9M +$1.29M +20,299 +20%
WTC
303
WhitTier Trust Company
Nevada
$7.85M -$64.1K -1,007 -0.8%
DCM
304
Dimension Capital Management
Florida
$7.85M -$125K -1,960 -2%
TWM
305
Tolleson Wealth Management
Texas
$7.79M +$782K +12,293 +11%
LC
306
Lindbrook Capital
California
$7.7M -$770K -12,100 -9%
CL
307
Choreo LLC
Illinois
$7.7M +$168K +2,632 +2%
IFAM
308
Institutional & Family Asset Management
Colorado
$7.69M +$373K +5,859 +5%
CAC
309
Core Alternative Capital
Georgia
$7.64M +$305K +4,799 +4%
EHPM
310
Emery Howard Portfolio Management
California
$7.63M -$6.05K -95 -0.1%
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$7.54M -$198K -3,118 -3%
ACP
312
Aveo Capital Partners
Colorado
$7.53M +$7.53M +118,346 New
FT
313
Fiduciary Trust
Massachusetts
$7.48M -$1.22M -19,199 -14%
WAS
314
Wealth Advisory Solutions
Indiana
$7.45M -$68.7K -1,079 -0.9%
LFWA
315
LBJ Family Wealth Advisors
Texas
$7.42M – – –
BWA
316
BDO Wealth Advisors
Florida
$7.38M -$259K -4,071 -3%
TNBTD
317
Trustmark National Bank Trust Department
Mississippi
$7.38M +$32.3K +508 +0.4%
SCP
318
Syntal Capital Partners
Texas
$7.38M -$154K -2,417 -2%
OC
319
Oppenheimer & Co
New York
$7.2M -$235K -3,698 -3%
CM
320
Cornerstone Management
Georgia
$7.18M +$857K +13,472 +14%
FIM
321
Freedom Investment Management
Connecticut
$7.18M -$7.53M -118,312 -51%
DWM
322
Dakota Wealth Management
Florida
$7.18M -$270K -4,246 -4%
BFPW
323
BOK Financial Private Wealth
Colorado
$7.14M -$1.28M -20,042 -15%
CCM
324
Covington Capital Management
California
$7.13M -$119K -1,866 -2%
SC
325
Sepio Capital
Utah
$7.13M +$230K +3,612 +3%
11 12
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