EFA icon

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 %
OFS
1301
Orrstown Financial Services
Pennsylvania
$335K +$147K +2,110 +78%
CAI
1302
Capital Advisors Inc
Oklahoma
$333K +$13.9K +200 +4%
FAT
1303
First American Trust
California
$331K -$1.87K -27 -0.6%
PCTC
1304
Perkins Coie Trust Company
Washington
$331K – – –
GIA
1305
GHP Investment Advisors
Colorado
$330K -$34.9K -503 -10%
GWCM
1306
Godshalk Welsh Capital Management
Pennsylvania
$330K +$17.4K +250 +6%
BAM
1307
Bellevue Asset Management
Washington
$330K +$330K +4,746 New
WC
1308
Weil Company
California
$328K – – –
TCCM
1309
Timber Creek Capital Management
Massachusetts
$327K – – –
CLOS
1310
Compagnie Lombard Odier SCmA
Switzerland
$327K – – –
BAM
1311
Baldrige Asset Management
Pennsylvania
$327K – – –
TCM
1312
Tradewinds Capital Management
Washington
$326K – – –
FANJ
1313
Financial Architects (New Jersey)
New Jersey
$325K +$1.18K +17 +0.4%
FAAM
1314
First Ascent Asset Management
Colorado
$324K +$324K +4,672 New
AIM
1315
AMI Investment Management
Indiana
$322K +$3.47K +50 +1%
RFN
1316
RDA Financial Network
Iowa
$322K +$90.5K +1,316 +39%
RI
1317
Ridgewood Investments
New Jersey
$321K – – –
FHC
1318
First Heartland Consultants
Missouri
$320K +$320K +4,611 New
SAM
1319
SignalPoint Asset Management
Missouri
$318K -$555 -8 -0.2%
EGWAG
1320
Elwood & Goetz Wealth Advisory Group
Georgia
$318K – – –
GAG
1321
GM Advisory Group
New York
$318K +$32.6K +469 +11%
KOCAA
1322
Knights of Columbus Asset Advisors
Connecticut
$318K +$318K +4,576 New
CRWM
1323
Castle Rock Wealth Management
California
$317K – – –
MS
1324
Maven Securities
Jersey
$315K +$315K +4,562 New
FCA
1325
FLC Capital Advisors
California
$313K – – –
51 52
53
54 55