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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 %
SWM
1351
Sugarloaf Wealth Management
Georgia
$285K +$285K +4,106 New
IC
1352
Inverness Counsel
New York
$283K -$268K – –
RIM
1353
Regent Investment Management
Kentucky
$283K – – –
WCWM
1354
Willow Creek Wealth Management
California
$282K -$2.71K -39 -1%
WG
1355
Welch Group
Alabama
$282K – – –
AIS
1356
American Investment Services
Massachusetts
$281K – – –
BIM
1357
Bridges Investment Management
Nebraska
$281K – – –
JPMIA
1358
J.P. Marvel Investment Advisors
Massachusetts
$281K – – –
FA
1359
FC Advisory
Pennsylvania
$281K +$833 +12 +0.3%
WCM
1360
WealthBridge Capital Management
Ohio
$281K +$31K +446 +12%
5L
1361
55I LLC
Massachusetts
$280K – – –
MWM
1362
MorganRosel Wealth Management
Colorado
$279K – – –
HWA
1363
Hillcrest Wealth Advisors
New Jersey
$278K – – –
IUHSA
1364
Itau Unibanco Holding S.A.
Brazil
$276K -$39.2M -564,100 -99%
DACG
1365
Donor Advised Charitable Giving
California
$276K -$33.4K -481 -11%
BSA
1366
Bull Street Advisors
Georgia
$275K – – –
SEIA
1367
Signature Estate & Investment Advisors
California
$274K -$13.5K -194 -5%
HF
1368
Halpern Financial
Virginia
$272K +$272K +3,919 New
CCA
1369
Conservest Capital Advisors
Pennsylvania
$272K -$36.5K -526 -12%
VCAM
1370
Van Cleef Asset Management
Ohio
$272K – – –
BCP
1371
Berkeley Capital Partners
Georgia
$271K +$21.2K +305 +8%
FI
1372
Financial Insights
Washington
$269K – – –
CWA
1373
Core Wealth Advisors
Florida
$269K +$269K +3,868 New
CFO
1374
CVA Family Office
Colorado
$269K +$269K +3,875 New
First Manhattan
1375
First Manhattan
New York
$266K +$35.6K +513 +15%
53 54
55
56 57