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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 %
AWM
1251
Aprio Wealth Management
Georgia
$217K -$45.6K -717 -17%
KOMWMG
1252
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K -$24.3K -382 -10%
QC
1253
QCM Cayman
Texas
$216K -$593K -9,338 -73%
IPW
1254
Inlet Private Wealth
Florida
$216K – – –
JWM
1255
Janiczek Wealth Management
Colorado
$215K -$44.3K -696 -17%
BHTS
1256
Bar Harbor Trust Services
Maine
$215K -$16K -252 -7%
ODIJL
1257
One Day In July LLC
Vermont
$214K -$4.72K -74 -2%
OBGC
1258
O'Brien Greene & Co
Pennsylvania
$213K – – –
SWM
1259
Sugarloaf Wealth Management
Georgia
$210K -$39.2K -616 -16%
CWM
1260
Cabot Wealth Management
Massachusetts
$209K -$6.83K -107 -3%
BWP
1261
Baldwin Wealth Partners
Massachusetts
$209K – – –
FANJ
1262
Financial Architects (New Jersey)
New Jersey
$209K – – –
SL
1263
Savior LLC
Massachusetts
$209K – – –
MAM
1264
Madison Asset Management
Wisconsin
$208K +$208K +3,267 New
P
1265
Pitcairn
Pennsylvania
$207K +$207K +3,248 New
GWCM
1266
Godshalk Welsh Capital Management
Pennsylvania
$207K +$207K +3,250 New
AWM
1267
Altavista Wealth Management
North Carolina
$207K +$207K +3,250 New
JWM
1268
JGP Wealth Management
Oregon
$205K -$77.5K -1,200 -27%
Luther King Capital Management (LKCM)
1269
Luther King Capital Management (LKCM)
Texas
$205K – – –
PBF
1270
Petix & Botte Financial
California
$205K +$205K +3,232 New
SPP
1271
Single Point Partners
Massachusetts
$204K +$204K +3,205 New
PP
1272
Patten & Patten
Tennessee
$204K +$204K +3,210 New
TFCP
1273
Twin Focus Capital Partners
Massachusetts
$203K -$146K -2,302 -42%
PWW
1274
Pettyjohn Wood & White
Virginia
$202K -$19.1K -300 -9%
SCA
1275
Snowden Capital Advisors
New York
$201K +$201K +3,164 New
49 50
51
52 53