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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 %
MMG
1226
Monetary Management Group
Missouri
$416K – – –
TCM
1227
TD Capital Management
Tennessee
$415K +$1.25K +18 +0.3%
TC
1228
Truvestments Capital
Florida
$414K – – –
PFSC
1229
Peoples Financial Services Corp
Pennsylvania
$413K -$6.94K -100 -2%
GCA
1230
Gradient Capital Advisors
California
$413K – – –
BWFA
1231
Baltimore-Washington Financial Advisors
Maryland
$412K -$76.3K -1,100 -16%
SFPM
1232
Sensible Financial Planning & Management
Massachusetts
$412K -$19.4K -280 -5%
KCM
1233
Kathmere Capital Management
Pennsylvania
$411K +$411K +5,913 New
GPFA
1234
Game Plan Financial Advisors
Ohio
$411K +$411K +5,925 New
SP
1235
Successful Portfolios
Florida
$410K -$9.78K -141 -2%
RZH
1236
Relyea Zuckerberg Hanson
Connecticut
$410K +$410K +5,900 New
SVWAG
1237
Sound View Wealth Advisors Group
Georgia
$408K -$127K -1,834 -24%
PFG
1238
Pacific Financial Group
Washington
$408K -$5.56K -80 -1%
MS
1239
Madden Securities
Texas
$408K +$408K +5,885 New
BFG
1240
Barber Financial Group
Kansas
$407K +$407K +5,866 New
HDIM
1241
Hanson & Doremus Investment Management
Vermont
$406K +$13.3K +192 +3%
SCA
1242
SMH Capital Advisors
Texas
$404K -$5.2K -75 -1%
LBD
1243
Landsberg Bennett & Dubbaneh
Florida
$404K +$156K +2,257 +63%
CF
1244
Corrigan Financial
Rhode Island
$403K +$3.19K +46 +0.8%
FA
1245
FMA Advisory
Pennsylvania
$400K +$2.36K +34 +0.6%
KF
1246
Krilogy Financial
Missouri
$398K +$50.9K +732 +15%
RC
1247
Roundview Capital
New Jersey
$395K -$15.3K -220 -4%
NSB
1248
Norway Savings Bank
Maine
$395K – – –
CSM
1249
CAMG Solamere Management
North Carolina
$394K -$14.7K -212 -4%
AMC
1250
Asset Management Corp
Illinois
$394K +$394K +5,657 New
48 49
50
51 52