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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 %
ACI
1126
Alpha Cubed Investments
California
$319K -$673K -10,565 -68%
MFGP
1127
Marshall Financial Group (Pennsylvania)
Pennsylvania
$319K – – –
SWP
1128
Strategic Wealth Partners
Ohio
$318K -$63.2K -993 -17%
KCPG
1129
Kavar Capital Partners Group
Kansas
$316K – – –
PAIM
1130
Punch & Associates Investment Management
Minnesota
$314K – – –
SPA
1131
Sentinel Pension Advisors
Massachusetts
$314K +$35K +549 +13%
LWM
1132
Laidlaw Wealth Management
New York
$314K +$77.9K +1,223 +33%
NSB
1133
Norway Savings Bank
Maine
$313K -$63.6K -999 -17%
MWPCG
1134
Measured Wealth Private Client Group
New Hampshire
$313K -$40.5K -636 -11%
CTA
1135
Colonial Trust Advisors
South Carolina
$313K -$24.8K -390 -7%
PT
1136
Plimoth Trust
Massachusetts
$312K -$25.1K -395 -7%
EK
1137
Evensky & Katz
Florida
$311K -$32.9K -517 -10%
RTS
1138
Round Table Services
New Jersey
$308K -$56.6K -890 -16%
CFFP
1139
Center for Financial Planning
Michigan
$307K -$27.6K -434 -8%
PFSC
1140
Peoples Financial Services Corp
Pennsylvania
$305K -$31.8K -500 -9%
HCA
1141
Horan Capital Advisors
Ohio
$304K – – –
EGA
1142
Eagle Global Advisors
Texas
$304K – – –
JFA
1143
JNBA Financial Advisors
Minnesota
$302K -$3.63K -57 -1%
BA
1144
Ballast Advisors
Minnesota
$301K -$26.8K -421 -8%
FNFDCM
1145
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$300K -$44.7K -704 -13%
CLOS
1146
Compagnie Lombard Odier SCmA
Switzerland
$300K – – –
CFGS
1147
Concourse Financial Group Securities
Alabama
$300K +$6.55K +103 +2%
TCCM
1148
Timber Creek Capital Management
Massachusetts
$299K – – –
WAG
1149
Winthrop Advisory Group
Massachusetts
$298K -$827K -12,944 -74%
SP
1150
Successful Portfolios
Florida
$297K – – –
44 45
46
47 48