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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 %
AMG
551
Asset Management Group
Connecticut
$3.72M -$10K -144 -0.3%
TFF
552
The Family Firm
Maryland
$3.71M -$174K -2,511 -4%
CPO
553
Cerity Partners OCIO
New York
$3.69M -$290K -4,202 -7%
SIAM
554
Sterling Investment Advisors (Missouri)
Missouri
$3.67M -$426K -6,131 -10%
CWM
555
Cranbrook Wealth Management
Michigan
$3.59M -$64.9K -934 -2%
IWAG
556
Integer Wealth Advisors Group
Georgia
$3.59M +$3.59M +52,150 New
PMG
557
ProVise Management Group
Florida
$3.58M -$54.2K -781 -1%
SC
558
Schoolcraft Capital
Colorado
$3.58M +$126K +1,820 +4%
ClearBridge Investments
559
ClearBridge Investments
New York
$3.57M +$3.57M +50,875 New
AW
560
Alpha Windward
Massachusetts
$3.57M -$480K -6,919 -12%
CWM
561
CCG Wealth Management
California
$3.56M -$673K -9,685 -16%
SBWM
562
Sunflower Bank Wealth Management
Arizona
$3.55M +$316K +4,545 +10%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$3.54M +$5.49K +79 +0.2%
NCM
564
Nelson Capital Management
California
$3.53M -$9.72K -140 -0.3%
Chevy Chase Trust
565
Chevy Chase Trust
Maryland
$3.53M +$1.25K +18 +0%
BFO
566
Biltmore Family Office
North Carolina
$3.53M +$114K +1,642 +3%
RWP
567
RWA Wealth Partners
Massachusetts
$3.52M +$48.3K +696 +1%
AC
568
Addenda Capital
Quebec, Canada
$3.52M – – –
IC
569
Intersect Capital
California
$3.51M -$79K -1,137 -2%
PA
570
Paracle Advisors
Washington
$3.51M -$38K -548 -1%
CHA
571
Cooper/Haims Advisors
New York
$3.5M -$91.7K -1,320 -3%
SSB
572
Sandy Spring Bank
Maryland
$3.47M -$27.8K -400 -0.8%
BAM
573
Bruderman Asset Management
New York
$3.47M -$480K -6,846 -12%
FA
574
FCG Advisors
New Jersey
$3.45M -$375K -5,403 -10%
SC
575
Scotia Capital
Ontario, Canada
$3.45M +$152K +2,188 +5%
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