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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 %
GC
1401
Grace Capital
Massachusetts
$249K -$55.6K -800 -18%
DLHL
1402
Donald L. Hagan LLC
Florida
$249K – – –
HFA
1403
Huber Financial Advisors
Illinois
$247K -$37.6K -541 -13%
EWM
1404
Evermay Wealth Management
Virginia
$247K -$22.6K -325 -8%
HIS
1405
Harvest Investment Services
Illinois
$246K +$15.8K +228 +7%
22CM
1406
20/20 Capital Management
California
$246K +$246K +3,528 New
RIA
1407
Realta Investment Advisors
Delaware
$244K +$193K +2,831 +377%
AWA
1408
Acorn Wealth Advisors
Michigan
$243K +$208 +3 +0.1%
SW
1409
SlateStone Wealth
Florida
$241K +$241K +3,474 New
HCM
1410
Hudson Capital Management
New Jersey
$239K -$113K -1,667 -32%
CFD
1411
Creative Financial Designs
Indiana
$239K -$76.3K -1,089 -24%
PI
1412
Parkside Investments
Illinois
$238K – – –
TP
1413
Truvvo Partners
New York
$236K -$303K -4,370 -56%
PP
1414
Patten & Patten
Tennessee
$236K – – –
NWP
1415
Northstar Wealth Partners
Connecticut
$235K – – –
SCM
1416
Stellar Capital Management
Arizona
$235K +$235K +3,385 New
VWA
1417
Visionary Wealth Advisors
Illinois
$235K +$235K +3,389 New
IPW
1418
Inlet Private Wealth
Florida
$235K +$235K +3,390 New
NAS
1419
Nicolet Advisory Services
Wisconsin
$234K +$234K +3,365 New
ACM
1420
Alpha Capital Management
Texas
$233K – – –
CCFM
1421
Clear Creek Financial Management
Washington
$233K +$14.7K +208 +7%
FNBSF
1422
First National Bank Sioux Falls
South Dakota
$231K -$417 -6 -0.2%
HCIA
1423
Hochman Cole Investment Advisors
Illinois
$230K – – –
BF
1424
Blankinship & Foster
California
$227K +$2.5K +36 +1%
EWM
1425
EPG Wealth Management
Georgia
$227K +$227K +3,268 New
55 56
57
58 59