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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 %
ASC
1626
Atalanta Sosnoff Capital
New York
– -$211K -3,240 Closed
SCM
1627
Southport Capital Management
Tennessee
– -$209K -3,200 Closed
RWA
1628
RGT Wealth Advisors
Texas
– -$204K -3,130 Closed
HCM
1629
HMS Capital Management
Tennessee
– -$202K -2,974 Closed
APSP
1630
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$108K -1,652 Closed
TA
1631
Thor Advisors
New York
– -$107K -1,645 Closed
BHWM
1632
Bay Harbor Wealth Management
Maryland
– -$72K -1,104 Closed
WAM
1633
Wolverine Asset Management
Illinois
– -$59K -910 Closed
WCM
1634
Whitener Capital Management
North Carolina
– -$50K -782 Closed
SCA
1635
Strategic Capital Advisers
Colorado
– -$37K -572 Closed
GWAG
1636
Garrett Wealth Advisory Group
Texas
– -$34.2K -524 Closed
QCIG
1637
Quad-Cities Investment Group
Iowa
– -$32K -479 Closed
KWA
1638
KCS Wealth Advisory
California
– -$20.6K -316 Closed
CAN
1639
Claraphi Advisory Network
United States
– -$17K -253 Closed
RFWA
1640
RPg Family Wealth Advisory
Massachusetts
– -$15.5K -238 Closed
HCM
1641
Hilton Capital Management
New York
– -$13K -195 Closed
EWM
1642
Elmwood Wealth Management
California
– -$10K -149 Closed
SRC
1643
Shufro Rose & Co
New York
– -$9K -132 Closed
LWS
1644
Lucia Wealth Services
California
– -$4K -60 Closed
AIM
1645
Axiom Investment Management
New York
– -$1K -22 Closed
HS
1646
Horan Securities
United States
– -$1K -10 Closed
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