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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 %
RCM
1201
RNC Capital Management
California
$451K -$4.16K -60 -0.9%
GVAG
1202
Great Valley Advisor Group
Delaware
$451K +$3.82K +55 +0.9%
C1AG
1203
Client 1st Advisory Group
Florida
$447K +$447K +6,435 New
FWC
1204
First Washington Corp
Washington
$446K – – –
DCM
1205
Donaldson Capital Management
Indiana
$446K +$139 +2 +0%
NEPPG
1206
New England Professional Planning Group
Rhode Island
$445K +$445K +6,402 New
AW
1207
ACG Wealth
Georgia
$443K -$27.2K -392 -6%
CAAS
1208
Capital Asset Advisory Services
Michigan
$443K +$443K +6,369 New
SMG
1209
Smart Money Group
Texas
$437K +$437K +6,297 New
Jane Street
1210
Jane Street
New York
$436K -$2.82M -40,578 -87%
CSA
1211
Cottage Street Advisors
Massachusetts
$435K +$435K +6,270 New
MPI
1212
Mairs & Power Inc
Minnesota
$433K – – –
PCMC
1213
Private Capital Management (Colorado)
Colorado
$433K – – –
SCG
1214
Sonata Capital Group
Washington
$432K +$3.54K +51 +0.8%
NWS
1215
Newport Wealth Strategies
California
$432K +$83.1K +1,200 +24%
MWM
1216
Modera Wealth Management
New Jersey
$429K -$40.6K -584 -9%
PCM
1217
Peak Capital Management
Colorado
$429K – – –
BA
1218
Ballast Advisors
Minnesota
$428K +$428K +6,157 New
Massachusetts Financial Services
1219
Massachusetts Financial Services
Massachusetts
$427K +$427K +6,148 New
WA
1220
WP Advisors
California
$426K +$4.37K +63 +1%
GC
1221
Gibson Capital
Pennsylvania
$423K – – –
P
1222
Pitcairn
Pennsylvania
$420K – – –
MWPCG
1223
Measured Wealth Private Client Group
New Hampshire
$418K -$53.5K -771 -11%
THWM
1224
Taylor Hoffman Wealth Management
Virginia
$417K – – –
MIC
1225
Meridian Investment Counsel
California
$417K – – –
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