EFA icon

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 %
WCF
876
West Coast Financial
California
$1.28M +$9.45K +136 +0.7%
CWM
877
Cahaba Wealth Management
Georgia
$1.28M -$87.9K -1,266 -6%
GTAM
878
Global Trust Asset Management
Florida
$1.27M -$3.54K -51 -0.3%
FMW
879
Farr Miller & Washington
District of Columbia
$1.25M +$17.3K +249 +1%
WJWM
880
Williams Jones Wealth Management
New York
$1.25M -$278 -4 -0%
KPW
881
Kore Private Wealth
New York
$1.25M +$25.1K +362 +2%
VC
882
Veracity Capital
Georgia
$1.25M +$1.25M +17,938 New
CIP
883
Chartwell Investment Partners
Pennsylvania
$1.24M – – –
EBT
884
Enterprise Bank & Trust
Massachusetts
$1.24M -$1.39K -20 -0.1%
RWMH
885
Riverpoint Wealth Management Holdings
Illinois
$1.24M +$10.1K +146 +0.8%
RVPG
886
Relative Value Partners Group
$1.23M +$625 +9 +0.1%
AIP
887
Ameritas Investment Partners
Nebraska
$1.23M +$167K +2,406 +16%
PNC
888
Park National Corp
Ohio
$1.23M -$39.3K -566 -3%
HPC
889
Hobart Private Capital
North Carolina
$1.22M -$153K -2,207 -11%
KIA
890
KCM Investment Advisors
California
$1.22M -$6.67K -96 -0.5%
PCIG
891
Partners Capital Investment Group
Massachusetts
$1.22M -$2.13M -30,655 -64%
PFC
892
Phocas Financial Corp
California
$1.21M -$1.14M – –
FMC
893
First Merchants Corp
Indiana
$1.21M -$20.8K -300 -2%
AWM
894
Altium Wealth Management
New York
$1.2M +$51.7K +745 +5%
LWIC
895
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.19M -$14.1K -203 -1%
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$3.4K +49 +0.3%
BBA
897
BLB&B Advisors
Pennsylvania
$1.19M +$7.71K +111 +0.7%
FPIS
898
Financial Planning & Information Services
Wisconsin
$1.19M +$52.8K +760 +5%
MFG
899
Magnus Financial Group
New York
$1.19M +$159K +2,283 +15%
Carson Wealth (CWM LLC)
900
Carson Wealth (CWM LLC)
Nebraska
$1.18M – – –
34 35
36
37 38