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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 %
IAA
1426
Ironsides Asset Advisors
North Carolina
$226K – – –
CFS
1427
CRA Financial Services
New Jersey
$226K +$208 +3 +0.1%
LCM
1428
Liberty Capital Management
Michigan
$224K +$224K +3,231 New
TP
1429
Tranquility Partners
Tennessee
$223K – – –
CCA
1430
Column Capital Advisors
Indiana
$223K +$223K +3,222 New
PBF
1431
Petix & Botte Financial
California
$223K +$223K +3,232 New
CPA
1432
Capital Planning Advisors
California
$221K -$36.6K -526 -14%
NCM
1433
Next Capital Management
New York
$221K – – –
MFG
1434
Merit Financial Group
Georgia
$220K +$220K +3,166 New
TPWA
1435
TRUE Private Wealth Advisors
Oregon
$215K +$902 +13 +0.4%
CAC
1436
Certified Advisory Corp
Florida
$215K +$16.6K +239 +8%
KOMWMG
1437
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$214K +$214K +3,080 New
LI
1438
Lafayette Investments
Maryland
$213K -$20.8K -300 -9%
CPC
1439
Consolidated Planning Corp
Georgia
$213K +$213K +3,073 New
PIA
1440
Perennial Investment Advisors
California
$211K +$211K +3,033 New
WBG
1441
Wharton Business Group
Pennsylvania
$211K +$211K +3,045 New
NP
1442
NorthRock Partners
Minnesota
$210K -$95.6K -1,376 -31%
PCWA
1443
Pacific Capital Wealth Advisors
California
$210K +$210K +3,024 New
SIM
1444
Sterling Investment Management
Arizona
$210K +$210K +3,028 New
MIC
1445
Means Investment Company
Maine
$208K +$208K +2,955 New
BWA
1446
BlueSky Wealth Advisors
North Carolina
$208K +$208K +2,980 New
PAM
1447
Peninsula Asset Management
Florida
$208K +$208K +3,000 New
FDCC
1448
Foster Dykema Cabot & Co
Massachusetts
$207K +$207K +2,978 New
DLCIG
1449
D.L. Carlson Investment Group
New Hampshire
$206K +$206K +2,968 New
RCAMU
1450
Rothschild & Co Asset Management US
Connecticut
$205K +$205K +2,950 New
56 57
58
59 60