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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,409 hedge funds and large institutions have $35.8B invested in iShares MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 386 increasing their positions, 681 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.5%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
2.99%
New
81
Increased
386
Reduced
681
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$256M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$242M
3
HHGA
Halbert Hargrove Global Advisors
California
+$80.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.8M
5
Goldman Sachs
Goldman Sachs
New York
+$74.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$427M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$297M
3
UBS Group
UBS Group
Switzerland
-$180M
4
State Street
State Street
Massachusetts
-$137M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
751
Haverford Trust Company
Pennsylvania
$1.18M -$6.62K -104 -0.6%
EW
752
Emerson Wealth
Michigan
$1.17M -$62.7K -5,735 -5%
TIA
753
Tiemann Investment Advisors
California
$1.17M -$49.3K -775 -4%
EAM
754
Evanson Asset Management
California
$1.16M -$208K -3,268 -15%
YIA
755
YHB Investment Advisors
Connecticut
$1.16M +$1.16M +18,222 New
BP
756
BBR Partners
New York
$1.15M +$1.15M +18,043 New
CIP
757
Chartwell Investment Partners
Pennsylvania
$1.14M – – –
Kayne Anderson Rudnick Investment Management
758
Kayne Anderson Rudnick Investment Management
California
$1.14M -$63.7K -1,001 -5%
HFP
759
Holistic Financial Partners
Indiana
$1.14M +$6.17K +97 +0.5%
PWA
760
Physician Wealth Advisors
Utah
$1.14M -$6.53K -105 -0.6%
TA
761
Trellis Advisors
Washington
$1.13M – – –
FPIS
762
Financial Planning & Information Services
Wisconsin
$1.13M +$48.8K +767 +5%
SI
763
SimpliFi Inc
California
$1.13M +$210K +3,298 +23%
EBT
764
Enterprise Bank & Trust
Massachusetts
$1.13M +$26.1K +410 +2%
WS
765
Wedbush Securities
California
$1.13M -$37.9K -595 -3%
RG
766
Rikoon Group
New Mexico
$1.12M +$16K +251 +1%
KPW
767
Kore Private Wealth
New York
$1.11M – – –
Bank Julius Baer & Co
768
Bank Julius Baer & Co
Switzerland
$1.11M – – –
PFO
769
Pathstone Family Office
New Jersey
$1.11M -$100K -1,580 -8%
RWM
770
Reston Wealth Management
Virginia
$1.1M – – –
CIM
771
Contravisory Investment Management
Massachusetts
$1.09M -$54.7K -860 -5%
BOS
772
Bank of Stockton
California
$1.09M +$6.04K +95 +0.6%
FAIM
773
Financial Advocates Investment Management
Washington
$1.09M +$1.09M +15,291 New
SC
774
SouthState Corp
Florida
$1.08M -$66.1K -1,038 -6%
PJB
775
Paul John Balson
California
$1.07M -$46.1K -725 -4%
29 30
31
32 33