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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 %
CFN
926
Cordasco Financial Network
Florida
$636K -$14.4K -226 -2%
MWM
927
Marietta Wealth Management
Georgia
$633K -$94.8K -1,488 -13%
MWP
928
MYCIO Wealth Partners
Pennsylvania
$629K -$33.6K -528 -5%
LSA
929
L & S Advisors
California
$624K -$2.48K -39 -0.4%
MPW
930
MA Private Wealth
California
$622K – – –
TCM
931
Telos Capital Management
California
$620K -$35K -550 -5%
MFT
932
Moisand Fitzgerald Tamayo
Florida
$619K – – –
GVAG
933
Great Valley Advisor Group
Delaware
$615K +$41.8K +656 +7%
CT
934
Cambridge Trust
Massachusetts
$614K -$15.9K -250 -3%
TAM
935
Townsend Asset Management
North Carolina
$613K +$1.59K +25 +0.3%
WP
936
WealthSource Partners
California
$611K +$611K +9,599 New
TVAMP
937
Tennessee Valley Asset Management Partners
Tennessee
$610K -$35.1K -552 -5%
SAM
938
Summit Asset Management
Tennessee
$607K +$178K +2,792 +41%
FWM
939
Frontier Wealth Management
Missouri
$605K -$25.8K -405 -4%
IIM
940
Ipswich Investment Management
Massachusetts
$600K -$13K -205 -2%
BFO
941
Biltmore Family Office
North Carolina
$599K -$875K -13,737 -59%
PA
942
Paracle Advisors
Washington
$599K -$3.18K -50 -0.5%
PWP
943
Personal Wealth Partners
Minnesota
$593K -$222K -3,493 -27%
BAMG
944
Brand Asset Management Group
Missouri
$589K – – –
EWM
945
Empirical Wealth Management
Washington
$584K -$29.7K -467 -5%
PFA
946
Pure Financial Advisors
California
$584K -$23.2K -364 -4%
JWCA
947
J.W. Coons Advisors
Ohio
$580K +$580K +9,110 New
TA
948
TFG Advisers
Michigan
$577K -$30.6K -482 -5%
EW
949
Evoke Wealth
California
$575K -$20.1K -315 -3%
AAM
950
Autus Asset Management
Arizona
$575K +$3.18K +50 +0.6%
36 37
38
39 40