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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 %
ETS
876
ESL Trust Services
New York
$751K -$19.1K -300 -2%
FAM
877
Formidable Asset Management
Ohio
$750K +$9.52K +149 +1%
WPP
878
Whalerock Point Partners
Rhode Island
$750K -$11M -11,033 -94%
RCA
879
Resonant Capital Advisors
Wisconsin
$746K -$400K -6,277 -35%
VFA
880
Voya Financial Advisors
Connecticut
$739K -$2.97M -46,473 -80%
GC
881
Garde Capital
Washington
$737K -$4.2K -66 -0.6%
WFA
882
Wade Financial Advisory
California
$736K – – –
AIM
883
Avity Investment Management
Connecticut
$736K +$3.18K +50 +0.4%
Invesco
884
Invesco
Georgia
$731K -$22K -346 -3%
GHAM
885
Gilman Hill Asset Management
Connecticut
$729K – – –
GFS
886
GYL Financial Synergies
Connecticut
$727K -$75.4K -1,185 -9%
APP
887
Avantax Planning Partners
Iowa
$727K -$11.8K -185 -2%
RWP
888
RWA Wealth Partners
Massachusetts
$723K -$12.9K -202 -2%
CFA
889
Cahill Financial Advisors
Minnesota
$713K – – –
TG
890
TCW Group
California
$710K – – –
LFG
891
LifePlan Financial Group
Ohio
$709K -$63.1K -991 -8%
OSNBOA
892
Old Second National Bank of Aurora
Illinois
$709K – – –
AUB
893
Atlantic Union Bankshares
Virginia
$708K -$865K -13,589 -55%
PMFA
894
Plante Moran Financial Advisors
Michigan
$708K -$4.27K -67 -0.6%
LPIC
895
LeJeune Puetz Investment Counsel
Michigan
$705K – – –
PNC
896
Park National Corp
Ohio
$704K – – –
C
897
Certuity
Florida
$699K -$55.7K -875 -7%
PFC
898
Phocas Financial Corp
California
$699K -$776K – –
BWM
899
Baystate Wealth Management
Massachusetts
$696K – – –
BCM
900
Brookmont Capital Management
Texas
$692K -$1.34K -21 -0.2%
34 35
36
37 38