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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 %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$808K +$4.59K +66 +0.6%
WTFG
1027
Wells Trecaso Financial Group
Ohio
$806K – – –
EWA
1028
ERTS Wealth Advisors
Michigan
$805K -$67.7K -976 -8%
SWM
1029
Stockman Wealth Management
Montana
$804K -$25.8K -372 -3%
FFA
1030
First Foundation Advisors
California
$800K +$13.4K +193 +2%
IFG
1031
Investors Financial Group
Minnesota
$799K +$799K +11,509 New
CAGAS
1032
Capital Advisory Group Advisory Services
Minnesota
$798K -$15K -215 -2%
NFG
1033
Nations Financial Group
Iowa
$796K +$29.4K +424 +4%
HT
1034
Heritage Trust
Oklahoma
$794K -$11.5K -165 -1%
TNA
1035
True North Advisors
Texas
$793K +$793K +11,433 New
PCS
1036
Personal CFO Solutions
New Jersey
$786K -$3.89K -56 -0.5%
EGA
1037
Eagle Global Advisors
Texas
$786K +$45.8K +660 +6%
CPA
1038
Clear Perspective Advisors
Illinois
$785K – – –
SC
1039
Steph & Co
Wisconsin
$785K +$785K +11,311 New
FA
1040
Financial Advisors
Massachusetts
$783K -$764 -11 -0.1%
HCM
1041
Hengehold Capital Management
Ohio
$776K +$28K +403 +4%
TG
1042
TCW Group
California
$775K +$775K +11,160 New
EA
1043
Emerald Advisors
Washington
$769K +$769K +11,298 New
EFL
1044
ERn Financial LLC
Wisconsin
$764K +$431K +6,210 +130%
CS
1045
Cannell & Spears
New York
$762K +$762K +10,972 New
TVAMP
1046
Tennessee Valley Asset Management Partners
Tennessee
$761K -$7.43K -107 -1%
AP
1047
Americana Partners
Texas
$759K +$759K +10,943 New
HWM
1048
Howard Wealth Management
Connecticut
$757K +$757K +10,906 New
MC
1049
Moors & Cabot
Massachusetts
$750K +$7.8K +112 +1%
SWM
1050
SeaCrest Wealth Management
New York
$745K -$8.54K -123 -1%
40 41
42
43 44