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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 %
ATC
1126
Adirondack Trust Company
New York
$570K +$14.8K +220 +3%
NSAM
1127
North Star Asset Management
Wisconsin
$569K -$20.8K -300 -4%
KMWM
1128
Keudell/Morrison Wealth Management
Oregon
$567K – – –
DHFB
1129
Dixon Hubard Feinour & Brown
Virginia
$564K +$104K +1,500 +23%
CST
1130
Charles Schwab Trust
Nevada
$559K +$56.9K +820 +11%
VDFA
1131
Vickerman & Driscoll Financial Advisors
Washington
$558K -$17.9K -257 -3%
AAM
1132
Autus Asset Management
Arizona
$557K +$12.2K +175 +2%
GAM
1133
Garrison Asset Management
Arkansas
$553K – – –
QWM
1134
QP Wealth Management
New Jersey
$553K +$553K +8,051 New
PL
1135
Parthenon LLC
Kentucky
$552K – – –
CFGS
1136
Concourse Financial Group Securities
Alabama
$552K +$220K +3,172 +66%
AC
1137
Alley Company
Illinois
$546K -$1.39K -20 -0.3%
NL
1138
NVWM LLC
Pennsylvania
$543K +$535K +7,708 +6,532%
DW
1139
Domani Wealth
Pennsylvania
$542K +$22.5K +324 +4%
UBS AM
1140
UBS AM
Illinois
$542K -$6.27M -90,290 -92%
VSWA
1141
Vontobel Swiss Wealth Advisors
Switzerland
$541K -$104K -1,500 -16%
OBWP
1142
O'Brien Wealth Partners
Massachusetts
$539K +$1.39K +20 +0.3%
SWA
1143
SFMG Wealth Advisors
Texas
$538K – – –
MWM
1144
Meridian Wealth Management
Kentucky
$536K -$18.5K -267 -3%
OC
1145
Oarsman Capital
Wisconsin
$536K +$139 +2 +0%
B
1146
Bellecapital
Switzerland
$535K -$36.5K -525 -6%
BIA
1147
BHK Investment Advisors
Alabama
$529K -$174K -2,502 -25%
GCA
1148
Guardian Capital Advisors
Ontario, Canada
$528K -$10.1K -145 -2%
CCP
1149
Corient Capital Partners
California
$528K -$9.72K -140 -2%
SRC
1150
Sage Rhino Capital
California
$528K -$6.94K -100 -1%
44 45
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