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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 %
KPWG
1151
KFA Private Wealth Group
Virginia
$524K +$524K +7,546 New
BMO
1152
Beck Mack & Oliver
New York
$521K – – –
LPT
1153
Legacy Private Trust
Wisconsin
$519K -$6.18K -89 -1%
AOWM
1154
Alpha Omega Wealth Management
Virginia
$518K +$54.8K +790 +12%
BRWA
1155
B. Riley Wealth Advisors
Florida
$517K +$7.91K +114 +2%
KFGK
1156
Keystone Financial Group (Kentucky)
Kentucky
$516K -$105K -1,513 -17%
DBRC
1157
D.B. Root & Company
Pennsylvania
$516K +$4.44K +64 +0.9%
SWM
1158
SVA Wealth Management
Wisconsin
$516K +$162K +2,330 +46%
SAS
1159
Stelac Advisory Services
New York
$515K – – –
BTW
1160
Boston Trust Walden
Massachusetts
$514K -$70.2K -1,010 -12%
AWM
1161
Aprio Wealth Management
Georgia
$514K +$514K +7,402 New
EW
1162
Element Wealth
Mississippi
$510K +$510K +7,340 New
SIAS
1163
Shine Investment Advisory Services
Colorado
$508K +$15.9K +229 +3%
SWRP
1164
Summit Wealth & Retirement Planning
California
$507K +$6.67K +96 +1%
TBNY
1165
Trustco Bank (New York)
New York
$506K -$48.6K -700 -9%
SIC
1166
Salem Investment Counselors
North Carolina
$504K +$164K +2,364 +48%
GM
1167
GeoWealth Management
Illinois
$502K -$164K -2,359 -25%
FG
1168
Fiduciary Group
Georgia
$502K – – –
IWS
1169
Insight Wealth Strategies
California
$502K +$89.4K +1,288 +22%
FNBTCON
1170
First National Bank & Trust Co of Newtown
Pennsylvania
$500K – – –
AIM
1171
Anchor Investment Management
South Carolina
$495K -$6.94K -100 -1%
SAM
1172
Summit Asset Management
Tennessee
$495K +$25.3K +365 +5%
RWM
1173
RKL Wealth Management
Pennsylvania
$492K +$556 +8 +0.1%
TCA
1174
Transcend Capital Advisors
New Jersey
$492K +$492K +7,084 New
BOM
1175
Bank of Marin
California
$488K +$488K +7,032 New
45 46
47
48 49