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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 %
SCA
1526
Stonebridge Capital Advisors
Minnesota
$35K +$20.9K +300 +149%
HR
1527
Howe & Rusling
New York
$35K +$35K +510 New
ACM
1528
Anfield Capital Management
California
$34K +$34K +488 New
LPWM
1529
Lake Point Wealth Management
Texas
$34K +$34K +488 New
JHCP
1530
Jackson Hole Capital Partners
Oklahoma
$33K – – –
RAM
1531
Riggs Asset Management
Pennsylvania
$32K +$31.1K +453 +3,485%
SFSIG
1532
San Francisco Sentry Investment Group
California
$31K – – –
RCA
1533
Rowland Carmichael Advisors
Arizona
$30K – – –
FEG
1534
Financial Enhancement Group
Indiana
$29K – – –
BRC
1535
Bell Rock Capital
Delaware
$27K +$140 +2 +0.5%
APWM
1536
Atlas Private Wealth Management
New York
$27K +$27K +382 New
ZB
1537
Zions Bancorporation
Utah
$26K -$175K -2,472 -87%
CB
1538
CNB Bank
Pennsylvania
$24K -$52.5K -764 -69%
WWM
1539
Willingdon Wealth Management
North Carolina
$23K – – –
CHAM
1540
Clear Harbor Asset Management
Connecticut
$22.5K +$22.5K +324 New
Pacer Advisors
1541
Pacer Advisors
Pennsylvania
$22K +$22K +313 New
ONST
1542
Old North State Trust
North Carolina
$21K -$81.6K -1,165 -80%
BC
1543
Barnett & Company
Tennessee
$21K +$7.53K +109 +56%
FWM
1544
Focused Wealth Management
New York
$20K +$1.2K +17 +6%
FMB
1545
Field & Main Bank
Kentucky
$20K +$20K +290 New
CCP
1546
Clarkston Capital Partners
Michigan
$20K +$20K +293 New
CC
1547
Cassaday & Co
Virginia
$19K – – –
MWC
1548
MBM Wealth Consultants
Missouri
$19K – – –
HFM
1549
Hartford Financial Management
Connecticut
$19K – – –
JPLA
1550
Joseph P. Lucia & Associates
New York
$19K – – –
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62
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