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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 %
WA
1176
Wealth Architects
California
$486K +$69.5K +1,001 +17%
AWA
1177
Arkadios Wealth Advisors
Georgia
$485K +$485K +6,998 New
PT
1178
Plimoth Trust
Massachusetts
$485K -$6.94K -100 -1%
VCP
1179
Vista Capital Partners
Oregon
$482K -$10.1K -145 -2%
TT
1180
TI-Trust
Illinois
$482K +$482K +6,941 New
AA
1181
Ancora Advisors
Ohio
$481K -$25.8K -371 -5%
SCA
1182
Stillwater Capital Advisors
Pennsylvania
$481K -$22.5K -324 -4%
GWM
1183
Greenwich Wealth Management
Connecticut
$476K – – –
GIA
1184
Gladstone Institutional Advisory
Florida
$473K -$64.7K -933 -12%
CA
1185
Commerzbank Aktiengesellschaft
Germany
$472K – – –
EIP
1186
Ellis Investment Partners
Pennsylvania
$472K +$91.7K +1,310 +24%
DSN
1187
D. Scott Neal
Kentucky
$469K – – –
AWM
1188
Aberdeen Wealth Management
Illinois
$465K +$465K +6,697 New
FUBT
1189
First United Bank & Trust
Maryland
$464K +$6.59K +95 +1%
FNBOH
1190
First National Bank of Hutchinson
Kansas
$463K +$463K +6,674 New
OWM
1191
Orgel Wealth Management
Wisconsin
$461K -$3.33K -48 -0.7%
PA
1192
PSI Advisors
Florida
$461K +$461K +6,642 New
GLR
1193
Great Lakes Retirement
Ohio
$461K +$461K +6,684 New
MAA
1194
Matrix Asset Advisors
New York
$460K +$87.8K +1,264 +24%
IWP
1195
Icon Wealth Partners
Texas
$458K -$56.2K -809 -11%
AFM
1196
Abbot Financial Management
Massachusetts
$458K – – –
BHTS
1197
Bar Harbor Trust Services
Maine
$455K +$455K +6,552 New
CFS
1198
Cannon Financial Strategists
Georgia
$455K +$49.4K +712 +12%
MAM
1199
Madison Asset Management
Wisconsin
$454K +$454K +6,534 New
BWA
1200
Beam Wealth Advisors
Louisiana
$453K +$453K +6,530 New
46 47
48
49 50