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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 %
GCM
1051
Gables Capital Management
Florida
$741K -$468K -6,740 -39%
CCIM
1052
Chapwood Capital Investment Management
Texas
$741K +$741K +10,664 New
RPC
1053
Rossmore Private Capital
Connecticut
$740K -$8.68K -125 -1%
RIA
1054
Regal Investment Advisors
Michigan
$740K +$47.8K +688 +7%
WI
1055
Wintrust Investments
Illinois
$737K -$119K -1,710 -14%
APW
1056
Acima Private Wealth
Virginia
$734K – – –
AFG
1057
Affinia Financial Group
Massachusetts
$728K +$728K +6,757 New
BFIM
1058
Beese Fulmer Investment Management
Ohio
$726K +$34.9K +502 +5%
CF
1059
Centaurus Financial
California
$725K +$379K +5,453 +109%
DIP
1060
DT Investment Partners
Pennsylvania
$723K +$723K +10,414 New
OFW
1061
Omnia Family Wealth
Florida
$713K +$6.74K +97 +1%
CWM
1062
Connecticut Wealth Management
Connecticut
$708K +$54.8K +789 +8%
BHBT
1063
Burke & Herbert Bank & Trust
Virginia
$705K -$24.8K -358 -3%
FFW
1064
Fusion Family Wealth
New York
$704K – – –
RIG
1065
Roosevelt Investment Group
New York
$702K +$44.8K +646 +7%
Capital Fund Management (CFM)
1066
Capital Fund Management (CFM)
France
$702K +$702K +10,108 New
SCM
1067
Snow Capital Management
Pennsylvania
$700K -$80.5K -1,160 -10%
BWCS
1068
Beirne Wealth Consulting Services
Connecticut
$700K +$1.04K +15 +0.1%
BSB
1069
Bangor Savings Bank
Maine
$699K +$81.4K +1,172 +13%
TCOO
1070
Trust Company of Oklahoma
Oklahoma
$694K +$694K +10,000 New
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$694K +$470K +6,804 +210%
William Blair Investment Management
1072
William Blair Investment Management
Illinois
$691K +$691K +9,951 New
MFT
1073
Moisand Fitzgerald Tamayo
Florida
$689K -$903 -13 -0.1%
MCM
1074
Magnolia Capital Management
New York
$689K +$689K +9,928 New
WWM
1075
Western Wealth Management
Colorado
$688K -$30.2K -435 -4%
41 42
43
44 45