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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
+$665M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$307M
3
Bessemer Group
Bessemer Group
New Jersey
+$305M
4
Truist Financial
Truist Financial
North Carolina
+$241M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$201M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$325M
2
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
-$295M
3
Barclays
Barclays
United Kingdom
-$269M
4
Goldman Sachs
Goldman Sachs
New York
-$260M
5
Citigroup
Citigroup
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
501
NewEdge Advisors
Louisiana
$4.45M -$60.3K -868 -1%
CAL
502
Capital Advisors Ltd
Ohio
$4.45M +$402K +5,788 +10%
CIA
503
Capital Investment Advisors
Georgia
$4.42M -$104K -1,495 -2%
BCM
504
Boltwood Capital Management
California
$4.4M +$2.02M +29,159 +85%
BSAM
505
Blue Sky Asset Management
Colorado
$4.38M +$4.38M +63,054 New
CWM
506
Circle Wealth Management
New Jersey
$4.36M – – –
IWM
507
IHT Wealth Management
Illinois
$4.35M +$908K +13,084 +26%
CHC
508
City Holding Co
West Virginia
$4.31M +$21.3K +307 +0.5%
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.29M +$137K +1,977 +3%
MFW
510
Mosaic Family Wealth
Missouri
$4.27M -$86.5K -1,245 -2%
PP
511
Prudential plc
United Kingdom
$4.23M +$4.23M +60,934 New
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$4.23M +$73.4K +1,057 +2%
MWM
513
Mission Wealth Management
California
$4.22M +$63K +907 +2%
MAFM
514
Mid Atlantic Financial Management
Pennsylvania
$4.2M +$3.29M +47,449 +365%
PWM
515
Perigon Wealth Management
California
$4.17M +$379K +5,449 +10%
FPS
516
Fieldpoint Private Securities
Connecticut
$4.12M +$55.1K +794 +1%
HIA
517
Harbor Investment Advisory
Maryland
$4.12M +$4.12M +59,307 New
ATWA
518
Arbor Trust Wealth Advisors
Michigan
$4.1M +$4.1M +59,090 New
FF
519
Fluent Financial
Texas
$4.09M -$1.28M -18,479 -24%
CIS
520
Connors Investor Services
Pennsylvania
$4.08M +$50.3K +725 +1%
SEI Investments
521
SEI Investments
Pennsylvania
$4.08M -$1.17M -16,877 -22%
MCM
522
Murphy Capital Management
New Jersey
$4.06M -$171K -2,459 -4%
NB
523
NBT Bank
New York
$4.05M -$191K -2,751 -5%
EE
524
EWG Elevate
California
$4.05M +$4.05M +58,335 New
SJIM
525
St. Johns Investment Management
Florida
$4.03M -$167K -2,401 -4%
19 20
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