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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,580 hedge funds and large institutions have $49.2B invested in iShares MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 565 increasing their positions, 554 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,580
Holders Change
+189
Holders Change %
+13.59%
% of All Funds
31.2%
Holding in Top 10
224
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.71%
% of All Funds
4.42%
New
274
Increased
565
Reduced
554
Closed
62
Calls
$3.8B
Puts
$10.4B
Net Calls
-$6.56B
Net Calls Change
-$1.38B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.88B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$374M
3
Bessemer Group
Bessemer Group
New Jersey
$324M
4
Truist Financial
Truist Financial
North Carolina
$435M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$201M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.59B
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0
3
Barclays
Barclays
United Kingdom
$170M
4
Goldman Sachs
Goldman Sachs
New York
$2.42B
5
Citigroup
Citigroup
New York
$90.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
326
Tiedemann Advisors
New York
$9.56M -$625K -9,001 -6%
FBA
327
Front Barnett Associates
Illinois
$9.54M +$227K +3,273 +2%
FBB
328
Fulton Breakefield Broenniman
Maryland
$9.52M -$166K -2,386 -2%
FNBOSM
329
First National Bank of South Miami
Florida
$9.5M -$506K -7,290 -5%
RC
330
Rinet Company
Massachusetts
$9.41M +$644K +9,280 +7%
PFM
331
Phillips Financial Management
Indiana
$9.31M -$57K -821 -0.6%
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$9.26M +$159K +2,285 +2%
JG
333
Jefferies Group
New York
$9.24M +$8.67M +124,780 +1,518%
PWAC
334
Private Wealth Advisors (California)
California
$9.18M -$622K -8,951 -6%
JT
335
Jump Trading
Illinois
$9.11M +$3.82M +54,947 +72%
LGWM
336
Litman Gregory Wealth Management
California
$9.08M -$16.7K -241 -0.2%
WTC
337
WhitTier Trust Company
Nevada
$9.04M +$1.69M +24,355 +23%
CBB
338
Citizens Business Bank
California
$9.02M +$552K +7,956 +7%
Wolverine Trading
339
Wolverine Trading
Illinois
$9M +$3.18M +45,962 +55%
EHPM
340
Emery Howard Portfolio Management
California
$8.96M +$510K +7,343 +6%
CG
341
Caprock Group
Idaho
$8.96M +$959K +13,804 +12%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$8.92M -$241K -3,469 -3%
Rafferty Asset Management
343
Rafferty Asset Management
New York
$8.86M +$4.34M +62,467 +96%
GLA
344
Great Lakes Advisors
Illinois
$8.82M -$2.38M -34,212 -21%
VCA
345
Verdence Capital Advisors
Maryland
$8.78M +$4.6M +66,304 +110%
CCM
346
Coldstream Capital Management
Washington
$8.78M -$47.8K -689 -0.5%
MSA
347
Mason Street Advisors
Wisconsin
$8.77M -$2.89M -41,550 -25%
SCCM
348
Schafer Cullen Capital Management
New York
$8.75M +$8.75M +125,993 New
PFA
349
Pathway Financial Advisors
Vermont
$8.63M – – –
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$8.62M -$193K -2,781 -2%
12 13
14
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