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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 %
BFC
651
Blue Fin Capital
Rhode Island
$2.77M -$272K -3,927 -9%
BFEC
652
Benjamin F. Edwards & Company
Missouri
$2.77M +$21.5K +309 +0.8%
PWLP
653
Prio Wealth Limited Partnership
Massachusetts
$2.75M -$164K -2,355 -6%
EAM
654
Evanson Asset Management
California
$2.74M +$21.3K +307 +0.8%
WWM
655
Windsor Wealth Management
Indiana
$2.74M +$151K +2,167 +6%
FMTC
656
Farmers & Merchants Trust Company
California
$2.73M +$379K +5,461 +16%
KAH
657
Kathryn A. Hall
$2.73M – – –
LWAC
658
Laurel Wealth Advisors (California)
California
$2.73M +$288K +4,140 +12%
OFS
659
Oldfather Financial Services
Nebraska
$2.73M +$2.73M +39,708 New
RWB
660
RMR Wealth Builders
New Jersey
$2.73M +$2.73M +39,266 New
BZWA
661
Blue Zone Wealth Advisors
California
$2.71M +$2.71M +39,015 New
DBIA
662
Dumont & Blake Investment Advisors
New Jersey
$2.69M +$190K +2,743 +8%
AWA
663
Arete Wealth Advisors
Illinois
$2.69M +$291K +4,172 +12%
HPC
664
HM Payson & Co
Maine
$2.67M -$51.9K -748 -2%
PFM
665
Parsec Financial Management
North Carolina
$2.67M +$54.4K +783 +2%
MYIA
666
Mount Yale Investment Advisors
Colorado
$2.67M -$158K -2,346 -6%
RCA
667
Resonant Capital Advisors
Wisconsin
$2.64M +$2.64M +38,069 New
VA
668
Valmark Advisers
Ohio
$2.64M +$537K +7,733 +26%
WIA
669
Wealthstreet Investment Advisors
Texas
$2.64M +$1.1M +15,817 +71%
EAM
670
Eukles Asset Management
Ohio
$2.63M +$130K +1,874 +5%
PWP
671
Personal Wealth Partners
Minnesota
$2.61M -$396K -5,699 -13%
CCM
672
Chilton Capital Management
Texas
$2.61M +$4.79K +69 +0.2%
SR
673
Swiss Re
Switzerland
$2.61M -$25M -361,300 -91%
WPC
674
White Pine Capital
Minnesota
$2.61M -$102K -1,465 -4%
V
675
VeraBank
Texas
$2.58M -$590K -8,500 -19%
25 26
27
28 29