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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 %
EARNEST Partners
1001
EARNEST Partners
Georgia
$881K – – –
CA
1002
Claro Advisors
Massachusetts
$879K +$72.1K +1,038 +9%
AssetMark Inc
1003
AssetMark Inc
California
$874K -$66.7K -960 -7%
M
1004
MOTCO
Texas
$869K +$40.8K +587 +5%
DDC
1005
DF Dent & Co
Maryland
$866K – – –
CA
1006
Cambridge Advisors
Nebraska
$863K -$25.9K -373 -3%
LIM
1007
Leavell Investment Management
Alabama
$862K – – –
AWE
1008
Avidian Wealth Enterprises
Texas
$861K -$8.34K -120 -1%
JIC
1009
Joel Isaacson & Co
New York
$855K +$1.25K +18 +0.1%
EWMCB
1010
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$852K -$6.94K -100 -0.8%
FAM
1011
Formidable Asset Management
Ohio
$851K +$851K +12,191 New
SCA
1012
Snowden Capital Advisors
New York
$849K +$564K +8,124 +198%
DDPIC
1013
Deroy & Devereaux Private Investment Counsel
Michigan
$847K – – –
AIC
1014
Ameritas Investment Company
Nebraska
$844K +$116K +1,676 +16%
CSIC
1015
Clifford Swan Investment Counsel
California
$838K – – –
CNB
1016
Camden National Bank
Maine
$835K +$229K +3,299 +38%
CFA
1017
Cahill Financial Advisors
Minnesota
$834K +$9.24K +133 +1%
OC
1018
Oakworth Capital
Alabama
$832K -$5.14K -74 -0.6%
CWS
1019
Cypress Wealth Services
California
$831K +$3.61K +52 +0.4%
Principal Financial Group
1020
Principal Financial Group
Iowa
$826K -$5.34M -76,903 -87%
LSA
1021
L & S Advisors
California
$824K -$52.5K -756 -6%
ACM
1022
Armbruster Capital Management
New York
$821K +$5.55K +80 +0.7%
TCM
1023
Telos Capital Management
California
$820K -$4.86K -70 -0.6%
MG
1024
Mather Group
Illinois
$817K +$817K +11,769 New
SFP
1025
Shepherd Financial Partners
Massachusetts
$813K +$103K +1,482 +15%
39 40
41
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