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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 %
DAM
1501
Delta Asset Management
Tennessee
$81K – – –
GWMIA
1502
Global Wealth Management Investment Advisory
Florida
$79K – – –
QAM
1503
QCI Asset Management
New York
$74K – – –
DAC
1504
Dividend Assets Capital
South Carolina
$74K +$74K +1,060 New
FGAM
1505
Financial Gravity Asset Management
Texas
$69K +$54.3K +4,436 +368%
RFA
1506
Reilly Financial Advisors
California
$66K +$4.14K +60 +7%
GIP
1507
Granite Investment Partners
California
$65K +$30.8K +450 +90%
SFA
1508
Stewardship Financial Advisors
Georgia
$64K – – –
LFG
1509
Larson Financial Group
Missouri
$62K +$15.4K +223 +33%
VCM
1510
Versant Capital Management
Arizona
$59K – – –
GI
1511
Gradient Investments
Minnesota
$57K -$6.88K -100 -11%
SAM
1512
S.A. Mason
Michigan
$56K +$56K +800 New
CICI
1513
Capital Investment Counsel Inc
North Carolina
$53K – – –
HWA
1514
HCR Wealth Advisors
California
$53K +$53K +765 New
PCIA
1515
Prime Capital Investment Advisors
Kansas
$52K – – –
AA
1516
AlphaMark Advisors
Kentucky
$51K -$51.7K -748 -50%
FPFS
1517
First Personal Financial Services
North Carolina
$47K -$236K -3,398 -83%
RWG
1518
Regal Wealth Group
California
$46K -$20.6K -296 -31%
HB
1519
Horizon Bancorp
Indiana
$46K +$46K +661 New
RCA
1520
Ranch Capital Advisors
Florida
$42K +$42K +599 New
VCS
1521
Vaughan & Co Securities
New Jersey
$41.7K +$41.7K +600 New
POIA
1522
Pin Oak Investment Advisors
Texas
$41K -$17K -243 -29%
MCM
1523
MV Capital Management
Maryland
$41K +$18.2K +263 +80%
FMP
1524
Financial Management Professionals
Texas
$39K +$34.2K +489 +719%
ACA
1525
Aptus Capital Advisors
Alabama
$35K -$95.4K -1,463 -73%
59 60
61
62 63