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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 %
SWP
626
Strategic Wealth Partners
Ohio
$2.94M +$297K +4,273 +11%
ACS
627
Archford Capital Strategies
Illinois
$2.93M -$236K -3,401 -7%
PA
628
Probity Advisors
Texas
$2.93M +$72.4K +1,043 +3%
CB
629
Community Bank
New York
$2.93M – – –
OWD
630
Osborn Williams & Donohoe
Ohio
$2.93M -$853K -12,291 -23%
MWM
631
Merriman Wealth Management
Washington
$2.92M -$422K -6,075 -13%
GC
632
Grimes & Company
Massachusetts
$2.91M -$157K -2,254 -5%
NEGWA
633
New England Guild Wealth Advisors
Connecticut
$2.91M +$764 +11 +0%
NIC
634
Northwest Investment Counselors
Oregon
$2.9M -$28.7K -413 -1%
PFS
635
Prospera Financial Services
Texas
$2.89M +$8.26K +119 +0.3%
ZIM
636
Zacks Investment Management
Illinois
$2.89M +$2.37M +34,155 +454%
PCP
637
Proficio Capital Partners
Massachusetts
$2.89M – – –
BWM
638
BigSur Wealth Management
Florida
$2.88M +$1M +14,464 +54%
PFA
639
Pettinga Financial Advisors
Indiana
$2.88M +$134K +1,933 +5%
GIM
640
Goelzer Investment Management
Indiana
$2.87M -$23.5K -338 -0.8%
CAM
641
Congress Asset Management
Massachusetts
$2.86M -$58.7K -845 -2%
BO
642
Bank OZK
Arkansas
$2.84M +$107K +1,543 +4%
BG
643
Bahl & Gaynor
Ohio
$2.84M +$44K +633 +2%
TCOV
644
Trust Company of Vermont
Vermont
$2.84M +$69 +1 +0%
FM
645
Foster & Motley
Ohio
$2.83M +$28.9K +416 +1%
MLFP
646
MPS Loria Financial Planners
Illinois
$2.81M -$103K -1,478 -4%
ACP
647
Ashfield Capital Partners
California
$2.81M -$24.3K -350 -0.9%
TIM
648
Tortoise Investment Management
New York
$2.79M +$18.1K +260 +0.7%
CAM
649
Cubic Asset Management
Massachusetts
$2.78M +$27.3K +393 +1%
PO
650
Private Ocean
California
$2.77M +$5.42K +78 +0.2%
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