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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 %
CAGAS
901
Capital Advisory Group Advisory Services
Minnesota
$684K -$15.1K -237 -2%
LWM
902
Liberty Wealth Management
California
$684K +$35.5K +557 +5%
AC
903
Apella Capital
Connecticut
$680K – – –
BFIM
904
Beese Fulmer Investment Management
Ohio
$678K -$109K -1,705 -14%
ECM
905
Elgethun Capital Management
South Dakota
$677K +$5.15K +81 +0.8%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$677K +$9.29K +146 +1%
DJSG
907
D.J. St. Germain
Massachusetts
$676K -$61.8K -971 -8%
APW
908
Acima Private Wealth
Virginia
$673K – – –
CANC
909
Culbertson A N & Co
Virginia
$658K -$89.4K -1,404 -12%
HVIA
910
Hudson Valley Investment Advisors
New York
$657K +$3.18K +50 +0.5%
CSPIA
911
Cary Street Partners Investment Advisory
Virginia
$657K +$657K +10,318 New
PPW
912
Parcion Private Wealth
Washington
$655K – – –
PWG
913
Private Wealth Group
Florida
$653K -$28.9K -454 -4%
ZF
914
Zhang Financial
Michigan
$653K +$68.4K +1,075 +12%
AA
915
Ancora Advisors
Ohio
$651K +$195K +3,070 +43%
FC
916
Ferris Capital
Massachusetts
$650K -$453K -7,122 -41%
RC
917
RegentAtlantic Capital
New Jersey
$649K -$39.8K -625 -6%
PBO
918
Peoples Bank (Ohio)
Ohio
$649K -$29.9K -469 -4%
DDC
919
DF Dent & Co
Maryland
$646K – – –
PWA
920
Peterson Wealth Advisors
Utah
$646K – – –
CNB
921
Camden National Bank
Maine
$645K +$272K +4,278 +73%
SCM
922
Snow Capital Management
Pennsylvania
$642K – – –
CCM
923
Colorado Capital Management
Colorado
$639K – – –
BSB
924
Bangor Savings Bank
Maine
$637K -$3.88K -61 -0.6%
CTC
925
Central Trust Company
Missouri
$636K -$97.7K -1,534 -13%
35 36
37
38 39