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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 %
LOPW
1326
Live Oak Private Wealth
North Carolina
$313K +$313K +4,505 New
SCP
1327
Sandhill Capital Partners
New York
$312K +$3.95K +57 +1%
MIAS
1328
Mason Investment Advisory Services
Virginia
$309K – – –
AF
1329
Apexium Financial
Texas
$308K +$308K +4,440 New
RW
1330
REDW Wealth
New Mexico
$307K -$556 -8 -0.2%
Wealthfront Advisers
1331
Wealthfront Advisers
California
$305K -$45.4K -654 -13%
GGI
1332
Godsey & Gibb Inc
Virginia
$304K – – –
SCM
1333
Schnieders Capital Management
California
$304K +$304K +4,371 New
LAIC
1334
Lederer & Associates Investment Counsel
California
$303K -$1.04K -15 -0.3%
Luther King Capital Management (LKCM)
1335
Luther King Capital Management (LKCM)
Texas
$303K – – –
PWM
1336
PBMares Wealth Management
Virginia
$302K +$302K +4,355 New
CK
1337
Cohen Klingenstein
New York
$299K – – –
FPCG
1338
Fort Pitt Capital Group
Pennsylvania
$299K +$299K +4,309 New
JFA
1339
JNBA Financial Advisors
Minnesota
$298K -$6.03K -87 -2%
IIC
1340
Ironwood Investment Counsel
Arizona
$298K – – –
CAM
1341
Carret Asset Management
New York
$296K -$20.5K -296 -6%
SC
1342
Searle & Co
Connecticut
$296K – – –
PPCM
1343
Pillar Pacific Capital Management
California
$292K +$6.93K +100 +2%
DIM
1344
Delta Investment Management
California
$291K +$20.9K +301 +8%
CM
1345
Columbus Macro
Pennsylvania
$290K +$290K +4,174 New
HCM
1346
Howland Capital Management
Massachusetts
$289K +$71K +1,021 +33%
BCFS
1347
Butensky & Cohen Financial Security
Florida
$286K -$2.78K -40 -1%
BWP
1348
Baldwin Wealth Partners
Massachusetts
$286K +$75.1K +1,083 +36%
RPSA
1349
Richard P. Slaughter Associates
Texas
$286K +$286K +4,121 New
SFI
1350
SPC Financial Inc
Maryland
$285K – – –
52 53
54
55 56