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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 %
SCM
1001
SOL Capital Management
Maryland
$473K – – –
SAS
1002
Stelac Advisory Services
New York
$472K – – –
NPF
1003
Norris Perne & French
Michigan
$471K -$73.2K -1,150 -13%
ACM
1004
Armbruster Capital Management
New York
$470K -$26.1K -410 -5%
SWM
1005
Southern Wealth Management
Texas
$470K +$470K +7,377 New
EW
1006
Element Wealth
Mississippi
$467K – – –
CBT
1007
Capital Bank & Trust
California
$466K -$102K -1,605 -18%
FIM
1008
Fernwood Investment Management
Massachusetts
$466K -$54.9K -861 -11%
BSAM
1009
Blue Sky Asset Management
Colorado
$465K -$966K -15,164 -68%
NFC
1010
Northeast Financial Consultants
Connecticut
$464K -$73.9K -1,161 -14%
TBNY
1011
Trustco Bank (New York)
New York
$464K – – –
MWM
1012
Madison Wealth Management
Ohio
$462K +$5.73K +90 +1%
FG
1013
Fiduciary Group
Georgia
$460K – – –
RZH
1014
Relyea Zuckerberg Hanson
Connecticut
$458K -$101K -1,565 -18%
TCWA
1015
Ten Capital Wealth Advisors
Washington
$457K +$457K +7,179 New
UWPG
1016
Ullmann Wealth Partners Group
Florida
$455K -$16.4K -258 -3%
MC
1017
Moors & Cabot
Massachusetts
$455K -$191 -3 -0%
AIM
1018
Anchor Investment Management
South Carolina
$454K – – –
ATC
1019
Adirondack Trust Company
New York
$454K -$49.4K -776 -10%
AI
1020
Accredited Investors
Minnesota
$450K -$196K -3,077 -30%
PFGIA
1021
Patriot Financial Group Insurance Agency
Massachusetts
$446K -$162K -2,551 -27%
KPWG
1022
KFA Private Wealth Group
Virginia
$445K -$20.1K -316 -4%
V
1023
VeraBank
Texas
$444K -$44K -691 -9%
CFS
1024
Cannon Financial Strategists
Georgia
$443K -$3.56K -56 -0.8%
OC
1025
Oarsman Capital
Wisconsin
$443K -$6.5K -102 -1%
39 40
41
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