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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 %
FWM
976
Fairhaven Wealth Management
Illinois
$534K – – –
IWS
977
Insight Wealth Strategies
California
$526K +$67.8K +1,066 +15%
IWMA
978
Ironwood Wealth Management (Arizona)
Arizona
$525K – – –
PPP
979
Private Portfolio Partners
New Jersey
$521K -$1.97K -31 -0.4%
KMWM
980
Keudell/Morrison Wealth Management
Oregon
$520K – – –
NB
981
Northwest Bancshares
Pennsylvania
$517K -$23.4K -367 -4%
HPC
982
Hobart Private Capital
North Carolina
$515K -$254K -3,983 -33%
First Manhattan
983
First Manhattan
New York
$513K +$11.2K +176 +2%
DP
984
Dearborn Partners
Illinois
$513K +$169K +2,657 +49%
NSAM
985
North Star Asset Management
Wisconsin
$510K +$26.2K +412 +5%
GAM
986
Garrison Asset Management
Arkansas
$507K – – –
GSWM
987
Golden State Wealth Management
California
$505K +$143K +2,247 +39%
MRCM
988
M&R Capital Management
New Jersey
$504K -$19.1K -300 -4%
NNP
989
Nachman Norwood & Parrott
South Carolina
$502K +$12.2K +191 +2%
ST
990
Sabal Trust
Florida
$498K +$188K +2,947 +60%
RIG
991
Roosevelt Investment Group
New York
$496K – – –
MCG
992
McCollum Christoferson Group
New York
$494K – – –
B
993
Bellecapital
Switzerland
$490K – – –
T
994
TrueFG
Texas
$488K -$8.66K -136 -2%
TCPWM
995
Traverso Chambers Private Wealth Management
California
$488K -$3.76K -59 -0.8%
MCM
996
Magnolia Capital Management
New York
$485K -$100K -1,575 -17%
HPC
997
HM Payson & Co
Maine
$485K -$26.6K -418 -5%
AWA
998
Arkadios Wealth Advisors
Georgia
$481K +$62.8K +970 +15%
KFC
999
Klingenstein Fields & Co
New York
$478K – – –
BOM
1000
Bank of Marin
California
$477K -$8.53K -134 -2%
38 39
40
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