EFA icon

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 %
SSG
576
Summit Securities Group
New York
$3.43M +$2.87M +41,400 +518%
SCA
577
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M -$11K -159 -0.3%
PIM
578
Penobscot Investment Management
Massachusetts
$3.4M – – –
AI
579
Atria Investments
North Carolina
$3.4M -$22.5M -323,610 -87%
TI
580
Truepoint Inc
Ohio
$3.4M -$54K -777 -2%
APG
581
Abacus Planning Group
South Carolina
$3.39M -$57.9K -834 -2%
HCM
582
Hollencrest Capital Management
California
$3.39M +$55.6K +800 +2%
DMIC
583
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.38M -$41.3K -595 -1%
LFS
584
Lutz Financial Services
Nebraska
$3.38M +$2.99K +43 +0.1%
PWPS
585
Pinnacle Wealth Planning Services
Ohio
$3.37M -$1.87M -26,979 -36%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$3.35M -$496K -7,140 -13%
MFW
587
Meristem Family Wealth
Minnesota
$3.34M -$154K -2,219 -4%
DP
588
Denver PWM
Colorado
$3.34M +$14.7K +209 +0.4%
NSIM
589
North Star Investment Management
Illinois
$3.31M +$6.87K +99 +0.2%
SFSG
590
Stearns Financial Services Group
North Carolina
$3.31M +$764 +11 +0%
AP
591
Appleton Partners
Massachusetts
$3.3M -$50.7K -730 -2%
S
592
SignatureFD
Georgia
$3.29M +$1.4M +20,149 +74%
BPWA
593
Beacon Pointe Wealth Advisors
California
$3.27M +$2.91K +42 +0.1%
BGC
594
Beutel, Goodman & Co
Ontario, Canada
$3.25M +$365K +5,254 +13%
ECM
595
ExodusPoint Capital Management
New York
$3.24M -$1.11M -15,979 -25%
SPC
596
Sigma Planning Corp
Michigan
$3.2M +$1.17M +16,902 +58%
AC
597
Alexandria Capital
Virginia
$3.17M +$177K +2,727 +6%
DC
598
Davenport & Co
Virginia
$3.17M -$227K -3,270 -7%
IB
599
Intrust Bank
Kansas
$3.15M +$6.32K +91 +0.2%
AWM
600
Argent Wealth Management
Massachusetts
$3.14M +$3.14M +45,234 New
22 23
24
25 26