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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 %
BW
1101
Bison Wealth
Georgia
$624K +$96.1K +1,385 +18%
FFG
1102
Frisch Financial Group
New York
$622K -$135K -1,938 -18%
PL
1103
Plancorp LLC
Missouri
$622K +$20.1K +289 +3%
PRWA
1104
Platte River Wealth Advisors
Colorado
$621K +$621K +9,204 New
ECM
1105
Elgethun Capital Management
South Dakota
$619K – – –
IAN
1106
Integrated Advisors Network
Texas
$619K +$619K +8,920 New
PPP
1107
Private Portfolio Partners
New Jersey
$614K -$9.1K -131 -1%
APW
1108
Aurora Private Wealth
New Jersey
$613K +$613K +8,826 New
PTB
1109
Pioneer Trust Bank
Oregon
$611K – – –
SFG
1110
Sunburst Financial Group
Alabama
$607K +$607K +8,737 New
MFGP
1111
Marshall Financial Group (Pennsylvania)
Pennsylvania
$605K -$97.4K -1,403 -14%
BFA
1112
Bragg Financial Advisors
North Carolina
$605K – – –
MWM
1113
Maltin Wealth Management
New Jersey
$604K +$604K +8,696 New
BAS
1114
Brown Advisory Securities
Maryland
$600K +$763 +11 +0.1%
KFC
1115
Klingenstein Fields & Co
New York
$598K – – –
MRCM
1116
M&R Capital Management
New Jersey
$598K – – –
TF
1117
TimeScale Financial
Massachusetts
$596K -$26.1K -376 -4%
CCMD
1118
Cypress Capital Management (Delaware)
Delaware
$590K – – –
NFC
1119
Northeast Financial Consultants
Connecticut
$587K +$10.6K +153 +2%
SCM
1120
SOL Capital Management
Maryland
$586K – – –
PAM
1121
Private Asset Management
California
$581K -$57.9K -834 -9%
PA
1122
PFG Advisors
Arizona
$581K -$39.6K -570 -6%
HCM
1123
HM Capital Management
Missouri
$577K – – –
CMO
1124
Covenant Multifamily Offices
Texas
$574K +$574K +3,059 New
MCG
1125
McCollum Christoferson Group
New York
$572K – – –
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