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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 %
CIP
1101
Cornerstone Investment Partners
Georgia
$340K +$15.7K +246 +5%
SWMG
1102
Strategic Wealth Management Group
Maryland
$339K +$339K +5,331 New
AWM
1103
Altium Wealth Management
New York
$338K -$574 -9 -0.2%
FSG
1104
Financial Strategies Group
Michigan
$338K +$338K +5,314 New
FCB
1105
First Command Bank
Texas
$337K -$225K -3,537 -40%
FCFS
1106
First Command Financial Services
Texas
$337K -$225K -3,537 -40%
QWM
1107
QP Wealth Management
New Jersey
$337K -$63.6K -1,000 -16%
SFP
1108
Strategic Financial Partners
Oregon
$337K -$4.78K -75 -1%
IFA
1109
Interactive Financial Advisors
Illinois
$335K +$18.4K +290 +6%
PTB
1110
Pioneer Trust Bank
Oregon
$331K – – –
WCM Investment Management
1111
WCM Investment Management
California
$331K +$50K +785 +18%
HA
1112
HYA Advisors
Missouri
$330K -$25.3K -397 -7%
BS
1113
Boenning & Scattergood
Pennsylvania
$329K -$9.24K -145 -3%
ST
1114
Spinnaker Trust
Maine
$329K -$1.08K -17 -0.3%
FA
1115
FC Advisory
Pennsylvania
$329K +$1.72K +27 +0.5%
MWM
1116
MorganRosel Wealth Management
Colorado
$327K – – –
SVWAG
1117
Sound View Wealth Advisors Group
Georgia
$325K -$66.2K -1,039 -17%
FNBTCON
1118
First National Bank & Trust Co of Newtown
Pennsylvania
$325K -$2.55K -40 -0.8%
SSG
1119
Summit Securities Group
New York
$325K – – –
WP
1120
WealthPLAN Partners
Nebraska
$324K -$4.72K -69 -1%
FFA
1121
First Foundation Advisors
California
$322K -$245K -3,856 -43%
VCP
1122
Vista Capital Partners
Oregon
$322K – – –
TCA
1123
Transcend Capital Advisors
New Jersey
$322K +$322K +5,056 New
TWP
1124
TFO Wealth Partners
Ohio
$321K – – –
SIAP
1125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K – – –
43 44
45
46 47