EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,435 hedge funds and large institutions have $37.4B invested in iShares MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 796 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
-145
Holders Change %
-9.18%
% of All Funds
31.7%
Holding in Top 10
188
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-16.07%
% of All Funds
4.15%
New
97
Increased
371
Reduced
796
Closed
217
Calls
$3.91B
Puts
$8.95B
Net Calls
-$5.04B
Net Calls Change
+$1.52B

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$552M
2
FTUS
Flow Traders U.S.
New York
+$320M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$318M
4
Jane Street
Jane Street
New York
+$299M
5
SO
STRS Ohio
Ohio
+$279M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$324M
2
Morgan Stanley
Morgan Stanley
New York
-$320M
3
Ameriprise
Ameriprise
Minnesota
-$232M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$201M
5
Wells Fargo
Wells Fargo
California
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1501
Formidable Asset Management
Ohio
– -$851K -12,191 Closed
SFP
1502
Shepherd Financial Partners
Massachusetts
– -$813K -11,701 Closed
EWA
1503
ERTS Wealth Advisors
Michigan
– -$805K -11,598 Closed
IFG
1504
Investors Financial Group
Minnesota
– -$799K -11,509 Closed
EA
1505
Emerald Advisors
Washington
– -$769K -11,298 Closed
CS
1506
Cannell & Spears
New York
– -$762K -10,972 Closed
RIA
1507
Regal Investment Advisors
Michigan
– -$740K -10,662 Closed
Capital Fund Management (CFM)
1508
Capital Fund Management (CFM)
France
– -$702K -10,108 Closed
BWCS
1509
Beirne Wealth Consulting Services
Connecticut
– -$700K -10,082 Closed
LF
1510
LifeSteps Financial
California
– -$666K -9,594 Closed
DSA
1511
Droms Strauss Advisors
Missouri
– -$664K -9,553 Closed
PWMAG
1512
Pinnacle Wealth Management Advisory Group
New Jersey
– -$658K -9,482 Closed
SG
1513
Somerset Group
Minnesota
– -$658K -9,470 Closed
APW
1514
Aurora Private Wealth
New Jersey
– -$613K -8,826 Closed
MWM
1515
Maltin Wealth Management
New Jersey
– -$604K -8,696 Closed
UBS AM
1516
UBS AM
Illinois
– -$542K -7,800 Closed
SWA
1517
SFMG Wealth Advisors
Texas
– -$538K -7,754 Closed
OBWP
1518
O'Brien Wealth Partners
Massachusetts
– -$539K -7,752 Closed
OC
1519
Oarsman Capital
Wisconsin
– -$536K -7,717 Closed
SRC
1520
Sage Rhino Capital
California
– -$528K -7,608 Closed
KFGK
1521
Keystone Financial Group (Kentucky)
Kentucky
– -$516K -7,425 Closed
BTW
1522
Boston Trust Walden
Massachusetts
– -$514K -7,397 Closed
SCA
1523
Stillwater Capital Advisors
Pennsylvania
– -$481K -6,920 Closed
CA
1524
Commerzbank Aktiengesellschaft
Germany
– -$472K -6,792 Closed
AFG
1525
Affinia Financial Group
Massachusetts
– -$728K -6,757 Closed
59 60
61
62 63