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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 %
CBFP
801
Cedar Brook Financial Partners
Ohio
$991K +$25.5K +400 +3%
AIP
802
Ameritas Investment Partners
Nebraska
$988K +$41K +645 +4%
COF
803
Capital One Financial
Virginia
$983K -$906K -14,236 -48%
LRIC
804
Long Road Investment Counsel
Michigan
$976K – – –
EPWM
805
Essex Private Wealth Management
Massachusetts
$974K – – –
CWA
806
Capital Wealth Alliance
Arizona
$961K -$70.5K -1,107 -7%
SFG
807
Sunburst Financial Group
Alabama
$961K +$14.7K +231 +2%
KWM
808
Kingsview Wealth Management
Oregon
$960K -$36.4K -572 -4%
PCM
809
Pointe Capital Management
Michigan
$959K – – –
AIP
810
Almanack Investment Partners
Pennsylvania
$958K +$958K +13,929 New
RIM
811
Rockbridge Investment Management
New York
$954K +$29.7K +467 +3%
CA
812
Cornerstone Advisory
Maryland
$940K -$236K -3,714 -20%
ACS
813
Archford Capital Strategies
Illinois
$938K -$8.65K -136 -0.9%
FC
814
FCA Corp
Texas
$938K +$509 +8 +0.1%
CIAS
815
Capital Investment Advisory Services
North Carolina
$936K +$14.6K +230 +2%
LDB
816
Lee, Danner & Bass
Tennessee
$935K – – –
EE
817
EWG Elevate
California
$932K +$67.8K +1,065 +8%
WHG
818
Westwood Holdings Group
Texas
$930K -$1.08K -17 -0.1%
GTAM
819
Global Trust Asset Management
Florida
$928K – – –
LC
820
LCNB Corp
Ohio
$927K – – –
KCM
821
Kanawha Capital Management
Virginia
$921K +$3.18K +50 +0.3%
RCM
822
Radnor Capital Management
Pennsylvania
$921K +$19K +299 +2%
AIM
823
Aspen Investment Management
Michigan
$917K – – –
VI
824
Vestcor Inc
New Brunswick, Canada
$917K +$306K +4,800 +50%
KLCM
825
KG&L Capital Management
Louisiana
$906K +$5.22K +82 +0.6%
31 32
33
34 35