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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 %
LGWM
326
Litman Gregory Wealth Management
California
$7.03M -$42.8K -672 -0.6%
CBT
327
Central Bank & Trust
Kentucky
$7M +$420K +6,595 +6%
SWPG
328
Strategic Wealth Partners Group
Illinois
$6.95M +$298K +4,688 +4%
VC
329
Vestor Capital
Illinois
$6.94M +$6.94M +108,994 New
GAM
330
Gould Asset Management
California
$6.86M +$978K +15,363 +17%
CA
331
Clearstead Advisors
Ohio
$6.83M -$4.27M -67,082 -38%
GC
332
Grimes & Company
Massachusetts
$6.65M -$21.8K -343 -0.3%
WB
333
Webster Bank
Connecticut
$6.63M -$1.27K -20 -0%
PFM
334
Phillips Financial Management
Indiana
$6.56M -$321K -5,048 -5%
SLT
335
St Louis Trust
Missouri
$6.53M – – –
TSS
336
Two Sigma Securities
New York
$6.53M +$3.08M +48,322 +89%
DT
337
Diversified Trust
Tennessee
$6.52M -$102K -1,597 -2%
Lido Advisors
338
Lido Advisors
California
$6.52M -$653K -10,253 -9%
ST
339
Sageworth Trust
Pennsylvania
$6.48M – – –
CWM
340
Chesapeake Wealth Management
Virginia
$6.37M +$131K +2,064 +2%
PWPCM
341
Perella Weinberg Partners Capital Management
New York
$6.32M – – –
CPIG
342
Chicago Partners Investment Group
Illinois
$6.31M -$43.7K -685 -0.7%
TNB
343
TCF National Bank
South Dakota
$6.31M +$460K +7,223 +8%
VCM
344
Vivaldi Capital Management
Illinois
$6.31M -$133K -1,924 -2%
GWM
345
Geneos Wealth Management
Colorado
$6.26M -$335K -5,316 -5%
KP
346
Keel Point
Alabama
$6.22M -$170K -2,671 -3%
F
347
Filament
Washington
$6.15M -$64 -1 -0%
GP
348
Greenline Partners
New York
$6.1M +$4.72M +71,235 +340%
CG
349
Corundum Group
Colorado
$6.1M +$3.69K +58 +0.1%
TFO
350
Tarbox Family Office
California
$6.08M -$14.4K -227 -0.2%
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