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 %
LPIC
976
LeJeune Puetz Investment Counsel
Michigan
$961K – – –
NNP
977
Nachman Norwood & Parrott
South Carolina
$953K – – –
SS
978
Sunbelt Securities
Texas
$952K +$124K +5,200 +15%
PFA
979
Pure Financial Advisors
California
$948K +$5.42K +78 +0.6%
CCM
980
Carlson Capital Management
Minnesota
$942K +$150K +2,160 +19%
KCM
981
Kanawha Capital Management
Virginia
$938K +$61.3K +883 +7%
AIM
982
Allen Investment Management
New York
$931K – – –
OWA
983
Outlook Wealth Advisors
Texas
$930K -$1.15M -16,630 -55%
TI
984
tru Independence
Oregon
$929K +$929K +17,373 New
SWM
985
Southern Wealth Management
Texas
$922K +$922K +13,274 New
MBTD
986
Mechanics Bank - Trust Department
California
$918K -$21.9K -315 -2%
FIMS
987
FBL Investment Management Services
Iowa
$917K – – –
BC
988
Burney Company
Virginia
$914K +$2.43K +35 +0.3%
SAM
989
Strategy Asset Managers
California
$914K +$914K +13,152 New
SPP
990
Single Point Partners
Massachusetts
$914K +$914K +13,163 New
QCM
991
Quadrant Capital Management
New Jersey
$911K – – –
PBO
992
Peoples Bank (Ohio)
Ohio
$910K +$32K +460 +4%
FWM
993
Frontier Wealth Management
Missouri
$909K -$25.7K -370 -3%
WFA
994
Wade Financial Advisory
California
$904K +$904K +13,025 New
APP
995
Avantax Planning Partners
Iowa
$896K -$187K -2,698 -17%
LFA
996
Legacy Financial Advisors
Kentucky
$893K -$14.9K -215 -2%
MWM
997
Marietta Wealth Management
Georgia
$893K – – –
SXL
998
Summit X LLC
Missouri
$892K -$9.24K -133 -1%
GHAM
999
Gilman Hill Asset Management
Connecticut
$892K -$7.43K -107 -0.8%
KPCM
1000
Kings Point Capital Management
New York
$882K +$126K +1,820 +17%
38 39
40
41 42