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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 %
HCM
1276
Howland Capital Management
Massachusetts
$200K -$51K -800 -20%
PCWA
1277
Pacific Capital Wealth Advisors
California
$200K +$200K +3,148 New
BWM
1278
BerganKDV Wealth Management
Minnesota
$195K -$2.04K -32 -1%
FRA
1279
Front Row Advisors
California
$193K – – –
FA
1280
Fortis Advisors
Pennsylvania
$182K – – –
FP
1281
Financial Perspectives
Minnesota
$181K – – –
CFD
1282
Creative Financial Designs
Indiana
$179K -$42.6K -670 -19%
NL
1283
NKCFO LLC
Illinois
$178K +$178K +2,800 New
CWM
1284
Cedar Wealth Management
California
$174K – – –
CFA
1285
Carroll Financial Associates
North Carolina
$169K -$187K -2,947 -53%
CHA
1286
Carmichael Hill & Associates
Maryland
$169K – – –
LIA
1287
LS Investment Advisors
Michigan
$166K +$16.4K +258 +11%
JIR
1288
James Investment Research
Ohio
$165K +$38.1K +600 +30%
CC
1289
Cassaday & Co
Virginia
$161K -$22K -345 -12%
BDWM
1290
Brewin Dolphin Wealth Management
Ireland
$157K – – –
PP
1291
PrairieView Partners
Minnesota
$152K -$1.9K -30 -1%
TP
1292
Truvvo Partners
New York
$152K – – –
FFA
1293
Founders Financial Alliance
North Carolina
$149K +$149K +2,333 New
TCM
1294
Tradewinds Capital Management
Washington
$148K – – –
LDFR
1295
Lehman & Derafelo Financial Resources
Pennsylvania
$145K – – –
AWM
1296
Atticus Wealth Management
Florida
$143K +$7.24K +114 +5%
HR
1297
Howe & Rusling
New York
$142K – – –
BAM
1298
Bellevue Asset Management
Washington
$139K -$91.6K -1,439 -40%
EI
1299
Ellevest Inc
New York
$136K -$9.58K -150 -7%
CAAS
1300
Capital Asset Advisory Services
Michigan
$131K -$174K -2,720 -57%
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