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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 %
JIR
1476
James Investment Research
Ohio
$124K +$3.48K +50 +3%
LWM
1477
Lenox Wealth Management
Ohio
$124K +$52K +750 +72%
RMAM
1478
Raab & Moskowitz Asset Management
New Jersey
$124K +$124K +1,791 New
BCI
1479
Brinker Capital Investments
Pennsylvania
$122K – – –
AIC
1480
Archer Investment Corporation
Indiana
$118K +$53.8K +772 +84%
GWS
1481
Glassman Wealth Services
Virginia
$117K -$5.27K -76 -4%
MCA
1482
Mercer Capital Advisers
New Jersey
$116K – – –
GFPC
1483
Global Financial Private Client
Florida
$116K +$116K +1,665 New
WEC
1484
Winslow Evans & Crocker
Massachusetts
$114K – – –
PC
1485
Premise Capital
Illinois
$110K – – –
VCP
1486
Verus Capital Partners
Arizona
$110K +$110K +1,582 New
PWMG
1487
Prestige Wealth Management Group
New Jersey
$109K -$2.77K -40 -2%
SFC
1488
SYM Financial Corp
Indiana
$106K +$106K +1,524 New
MF
1489
Manchester Financial
California
$105K +$105K +1,511 New
AWM
1490
Avondale Wealth Management
Texas
$104K – – –
AA
1491
Argent Advisors
Louisiana
$104K +$104K +1,503 New
PCFFS
1492
Pacific Center for Financial Services
California
$103K -$11.8K -171 -10%
PP
1493
Pacifica Partners
Canada
$100K +$100K +1,435 New
SC
1494
Stratford Consulting
Texas
$100K +$100K +1,438 New
HIIFS
1495
Harel Insurance Investments & Financial Services
Israel
$96K – – –
CL
1496
Cabana LLC
Arkansas
$90K +$90K +1,296 New
TFGT
1497
TS Financial Group (TSFG)
Illinois
$89K – – –
RP
1498
Rice Partnership
Hawaii
$88K – – –
IWP
1499
IAG Wealth Partners
Wisconsin
$87K +$87K +1,243 New
SIM
1500
Sonora Investment Management
Arizona
$83K -$834 -12 -1%
58 59
60
61 62