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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 %
GAMC
1376
Garner Asset Management Corp
Texas
$265K +$5.2K +75 +2%
HFS
1377
HBC Financial Services
Washington
$263K +$263K +3,795 New
VC
1378
Vicus Capital
Pennsylvania
$262K +$1.95K +28 +0.7%
PWW
1379
Pettyjohn Wood & White
Virginia
$260K -$25.4K -365 -9%
BWM
1380
BerganKDV Wealth Management
Minnesota
$260K -$1.32K -19 -0.5%
GAM
1381
Gemmer Asset Management
California
$260K +$51.7K +744 +25%
SL
1382
Savior LLC
Massachusetts
$260K +$260K +3,746 New
SL
1383
Stevard LLC
Illinois
$260K +$260K +3,750 New
EP
1384
EPIQ Partners
Minnesota
$260K +$260K +3,750 New
LA
1385
Legacy Advisors
Pennsylvania
$258K -$22.8K -328 -8%
OWP
1386
Obermeyer Wealth Partners
Colorado
$257K – – –
CCG
1387
Cypress Capital Group
Florida
$256K -$5.43K -78 -2%
VWA
1388
V Wealth Advisors
Kansas
$256K – – –
UWM
1389
USAdvisors Wealth Management
Minnesota
$255K -$185K -2,666 -42%
RWM
1390
Reston Wealth Management
Virginia
$255K -$17K -245 -6%
AF
1391
Allworth Financial
California
$254K +$2.01K +29 +0.8%
OBGC
1392
O'Brien Greene & Co
Pennsylvania
$253K – – –
PPW
1393
Parcion Private Wealth
Washington
$253K +$253K +3,638 New
MPW
1394
MA Private Wealth
California
$252K – – –
FA
1395
Fiducient Advisors
Illinois
$252K +$252K +3,626 New
SAM
1396
Seelaus Asset Management
New Jersey
$251K -$18.1K -260 -7%
CSPIA
1397
Cary Street Partners Investment Advisory
Virginia
$251K +$251K +3,616 New
GBBWRPM
1398
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$250K – – –
HWM
1399
HighMark Wealth Management
Minnesota
$250K +$250K +3,605 New
SIC
1400
Samalin Investment Counsel
New York
$250K +$250K +3,614 New
54 55
56
57 58