EFA icon

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 %
CWS
1451
Cypress Wealth Services
California
– -$305K -5,007 Closed
MWA
1452
Meridian Wealth Advisors
Texas
– -$302K -4,965 Closed
WA
1453
Wambolt & Associates
Colorado
– -$286K -4,697 Closed
GC
1454
Gratus Capital
Georgia
– -$251K -4,123 Closed
VWA
1455
V Wealth Advisors
Kansas
– -$240K -3,944 Closed
OWP
1456
Obermeyer Wealth Partners
Colorado
– -$225K -3,699 Closed
ACM
1457
AlphaStar Capital Management
North Carolina
– -$232K -3,645 Closed
22CM
1458
20/20 Capital Management
California
– -$223K -3,501 Closed
HCM
1459
Hudson Capital Management
New Jersey
– -$222K -3,483 Closed
BL
1460
BFSG LLC
California
– -$209K -3,434 Closed
SWP
1461
Summit Wealth Partners
Florida
– -$206K -3,390 Closed
NWP
1462
Northstar Wealth Partners
Connecticut
– -$206K -3,385 Closed
FWM
1463
Filbrandt Wealth Management
Wisconsin
– -$134K -2,200 Closed
KBFS
1464
Kohmann Bosshard Financial Services
Ohio
– -$131K -2,135 Closed
ACA
1465
Atlas Capital Advisors
Wyoming
– -$129K -2,118 Closed
WR
1466
Watson Rebecca
– -$114K -1,868 Closed
PA
1467
Perennial Advisors
New York
– -$78K -1,274 Closed
MA
1468
Modus Advisors
Minnesota
– -$75K -1,235 Closed
William Blair Investment Management
1469
William Blair Investment Management
Illinois
– -$63K -1,035 Closed
SCA
1470
Stonebridge Capital Advisors
Minnesota
– -$34K -558 Closed
CWM
1471
Campbell Wealth Management
Virginia
– -$33K -550 Closed
RDWM
1472
Red Door Wealth Management
Tennessee
– -$21K -360 Closed
MWA
1473
MFA Wealth Advisors
Pennsylvania
– -$16.7K -274 Closed
FWM
1474
FSA Wealth Management
Massachusetts
– -$16K -258 Closed
PWP
1475
Principle Wealth Partners
Connecticut
– -$15K -250 Closed
56 57 58
59
60