EFA icon

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 %
FWM
1551
FSA Wealth Management
Massachusetts
$18K +$18K +258 New
MCM
1552
McMillion Capital Management
North Carolina
$17K – – –
AF
1553
Arrow Financial
New York
$16K -$3.46K -50 -18%
PK
1554
Pflug Koory
Nebraska
$16K – – –
WQ
1555
Wealth Quarterback
New Jersey
$15.8K +$15.8K +228 New
OSAM
1556
O'Shaughnessy Asset Management
Connecticut
$15K +$15K +223 New
BG
1557
Bollard Group
Massachusetts
$14K +$137 +2 +1%
SFPG
1558
Stonebridge Financial Planning Group
Florida
$14K +$14K +200 New
VNA
1559
Valley National Advisers
Pennsylvania
$12K -$12K -178 -50%
FMTCOCP
1560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
PCA
1561
Peddock Capital Advisors
Massachusetts
$12K +$12K +169 New
CFG
1562
CKW Financial Group
Hawaii
$11K +$144 +2 +1%
AWM
1563
AllSquare Wealth Management
New York
$10K -$12.6K -190 -56%
HCM
1564
Horrell Capital Management
Arkansas
$7K – – –
HCM
1565
Highlander Capital Management
New Jersey
$7K – – –
SIS
1566
Sound Income Strategies
Florida
$5K – – –
LF
1567
Lee Financial
Texas
$5K – – –
CA
1568
CXI Advisors
Indiana
$5K +$5K +68 New
CMBA
1569
C.M. Bidwell & Associates
Hawaii
$4K – – –
IRAG
1570
Investment Research & Advisory Group
Georgia
$4K +$4K +64 New
LWA
1571
Lowe Wealth Advisors
Maryland
$3K +$3K +44 New
PGAM
1572
Princeton Global Asset Management
New Jersey
$2.12K +$2.07K +29,733 +3,498%
VRM
1573
Vectors Research Management
New York
$2K -$544K -7,067 -100%
RG
1574
Retirement Group
California
$2K +$2K +27 New
FWM
1575
Filbrandt Wealth Management
Wisconsin
$2K +$2K +35 New
61 62
63
64 65