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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 %
SAM
826
Strategy Asset Managers
California
$901K +$38.5K +605 +4%
WA
827
Wealth Alliance
New York
$900K -$289K -4,546 -24%
AFS
828
Access Financial Services
Minnesota
$896K -$44.4K -697 -5%
DT
829
Daniels + Tansey
Delaware
$896K +$896K +14,081 New
CWM
830
Connecticut Wealth Management
Connecticut
$893K +$291K +4,576 +48%
ODG
831
O'Dell Group
Ohio
$889K -$153K -2,402 -15%
FPTW
832
Franklin, Parlapiano, Turner & Welch
Texas
$886K -$28.1K -441 -3%
LB
833
Legacy Bridge
Iowa
$880K – – –
EA
834
Elm Advisors
California
$875K -$153K -2,400 -15%
WIC
835
Woodmont Investment Counsel
Tennessee
$869K +$25.2K +395 +3%
BFC
836
Blue Fin Capital
Rhode Island
$865K -$177K -2,782 -17%
VWA
837
Visionary Wealth Advisors
Illinois
$863K +$863K +13,560 New
PCA
838
Personal Capital Advisors
California
$862K +$27.2K +428 +3%
GA
839
GFS Advisors
Texas
$857K -$32.6K -513 -4%
DPI
840
Diversified Portfolios Inc
Michigan
$855K -$25.5K -401 -3%
JPG
841
Jordan Park Group
California
$845K -$16.7K -262 -2%
CRC
842
Curi RMB Capital
Illinois
$843K -$50.1K -787 -6%
CIA
843
Choate Investment Advisors
Massachusetts
$840K +$123K +1,928 +17%
CCM
844
Carlson Capital Management
Minnesota
$839K -$21.7K -341 -3%
LFA
845
Legacy Financial Advisors
Kentucky
$839K -$18.9K -296 -2%
W
846
WealthOne
New York
$838K -$73.6K -1,156 -8%
HB
847
Homrich & Berg
Georgia
$836K +$54.9K +862 +7%
RVPG
848
Relative Value Partners Group
$835K – – –
MWM
849
Modera Wealth Management
New Jersey
$835K +$19.3K +303 +2%
TYCC
850
Texas Yale Capital Corp
Florida
$834K -$14.5K -228 -2%
32 33
34
35 36