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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,409 hedge funds and large institutions have $35.8B invested in iShares MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 386 increasing their positions, 681 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.5%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
2.99%
New
81
Increased
386
Reduced
681
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$256M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$315M
3
HHGA
3
Halbert Hargrove Global Advisors
California
$83M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$705M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.14B

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.48B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.79B
3
UBS Group
3
UBS Group
Switzerland
$1.79B
4
State Street
4
State Street
Massachusetts
$309M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Calton & Associates
Florida
$20.8M -$1.64M -25,814 -7%
BCM
152
BTC Capital Management
Iowa
$20.8M +$2.46M +38,681 +13%
ZCM
153
Ziegler Capital Management
Illinois
$20.7M -$3.44M -54,110 -14%
VFA
154
Valeo Financial Advisors
Indiana
$20.5M -$318K -4,990 -2%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$20.4M – – –
CA
156
Cetera Advisors
Colorado
$20.2M -$1.08M -16,994 -5%
FPCP
157
Fort Point Capital Partners
California
$20.1M +$1.52M +23,907 +8%
1SB
158
1ST Source Bank
Indiana
$19.9M -$1.22M -19,152 -6%
CCFM
159
Clear Creek Financial Management
Washington
$19.9M +$19.5M +305,721 +4,254%
LWA
160
Lenox Wealth Advisors
New York
$19.9M +$2.07M +32,587 +12%
JRP
161
Jasper Ridge Partners
California
$19.4M – – –
PFP
162
Pinnacle Financial Partners
Tennessee
$19.2M +$197K +3,098 +1%
TPCW
163
TD Private Client Wealth
New York
$18.9M -$1.42M -22,243 -7%
MC
164
Minot Capital
Colorado
$18.8M – – –
EVM
165
Eaton Vance Management
Massachusetts
$18.7M -$179K -2,812 -1%
UB
166
UMB Bank
Missouri
$18.6M – – –
CFB
167
Cullen/Frost Bankers
Texas
$18.4M -$338K -5,313 -2%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$18.4M -$6.75M -106,000 -27%
PGA
169
Portland Global Advisors
Maine
$18.3M +$373K +5,862 +2%
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$18.3M +$3.28M +51,492 +22%
EWM
171
Evercore Wealth Management
New York
$18.2M -$1.61M -25,366 -8%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$18.2M -$6.88M -107,473 -27%
RMC
173
Regis Management Company
California
$18M -$1.29M -20,230 -7%
SW
174
SVB Wealth
Massachusetts
$17.9M -$511K -8,028 -3%
VFPI
175
Vantage Financial Partners (Illinois)
Illinois
$17.8M +$858K +13,475 +5%
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