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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 %
SIAS
1376
Shine Investment Advisory Services
Colorado
$13K – – –
SQA
1377
Simon Quick Advisors
New Jersey
$13K – – –
SFPG
1378
Stonebridge Financial Planning Group
Florida
$13K – – –
CMBA
1379
C.M. Bidwell & Associates
Hawaii
$12K – – –
FEG
1380
Financial Enhancement Group
Indiana
$11K -$15.1K -239 -58%
FMTCOCP
1381
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
FGA
1382
Fortis Group Advisors
New Jersey
$11K +$11K +173 New
CFG
1383
CKW Financial Group
Hawaii
$10K – – –
AWM
1384
AllSquare Wealth Management
New York
$10K – – –
CWA
1385
Core Wealth Advisors
Florida
$9K -$25.1K -377 -74%
AC
1386
AlphaCore Capital
California
$9K – – –
EWM
1387
Elmwood Wealth Management
California
$9K – – –
FP
1388
Fiduciary Planning
Florida
$9K +$9K +138 New
NPP
1389
New Potomac Partners
Maryland
$8K +$7.39K +120 +1,200%
HCM
1390
Horrell Capital Management
Arkansas
$6K – – –
HCM
1391
Highlander Capital Management
New Jersey
$6K – – –
PCFFS
1392
Pacific Center for Financial Services
California
$6K – – –
FPFS
1393
First Personal Financial Services
North Carolina
$5K -$5K -72 -50%
IWP
1394
IAG Wealth Partners
Wisconsin
$4K -$21.8K -305 -84%
LF
1395
Lee Financial
Texas
$4K – – –
IRAG
1396
Investment Research & Advisory Group
Georgia
$4K – – –
FWM
1397
Focused Wealth Management
New York
$3K -$14.3K -220 -83%
LWA
1398
Lowe Wealth Advisors
Maryland
$3K – – –
CPA
1399
Clear Perspective Advisors
Illinois
$2.23K – – –
NL
1400
NVWM LLC
Pennsylvania
$2K -$5.71K -100 -74%
54 55
56
57 58