EFA icon

iShares MSCI EAFE ETF

1,413 hedge funds and large institutions have $35B invested in iShares MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 349 increasing their positions, 817 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,413
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
29.04%
Holding in Top 10
151
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-19.68%
% of All Funds
3.1%
New
104
Increased
349
Reduced
817
Closed
111
Calls
$4.32B
Puts
$8.51B
Net Calls
-$4.19B
Net Calls Change
+$845M
Name Holding Trade Value Shares
Change
Shares
Change %
VFPI
176
Vantage Financial Partners (Illinois)
Illinois
$16.2M +$441K +7,250 +3%
TFS
177
TrustCore Financial Services
Tennessee
$16.1M +$4.89M +80,370 +44%
AIA
178
Alera Investment Advisors
Illinois
$16.1M +$7.8M +128,376 +94%
WT
179
Whittier Trust
California
$16M -$3.8M -62,489 -19%
GT
180
Greenleaf Trust
Michigan
$15.9M -$18.6M -305,035 -54%
Lazard Asset Management
181
Lazard Asset Management
New York
$15.7M -$30.3M -498,065 -66%
CAM
182
Crestone Asset Management
Colorado
$15.6M -$5.7M -93,637 -27%
LSAG
183
Lake Street Advisors Group
New Hampshire
$15.1M +$771K +12,674 +5%
HWA
184
Heartwood Wealth Advisors
Virginia
$15M +$181K +2,981 +1%
PWM
185
Paulson Wealth Management
Illinois
$15M -$534K -8,770 -3%
RC
186
Rinet Company
Massachusetts
$14.8M +$6.63M +108,965 +81%
MCM
187
MAI Capital Management
Ohio
$14.6M -$1.19M -19,474 -7%
CDIA
188
Capital Directions Investment Advisors
Georgia
$14.6M -$7.27M -119,381 -33%
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$14.3M +$5.86M +96,212 +69%
EWA
190
EP Wealth Advisors
California
$14.3M -$11.3M -185,569 -44%
HFA
191
Hoover Financial Advisors
Pennsylvania
$14.1M +$14.1M +231,768 New
WCG
192
Wall Capital Group
Arizona
$14.1M +$314K +5,162 +2%
PP
193
Palladium Partners
Virginia
$14.1M +$1.75M +28,731 +14%
SAG
194
Spotlight Asset Group
Illinois
$14.1M -$872K -14,325 -6%
FIM
195
Freedom Investment Management
Connecticut
$14.1M -$4.24M -69,712 -23%
SL
196
Salomon & Ludwin
Virginia
$13.8M -$573K -9,417 -4%
HF
197
HRT Financial
New York
$13.8M +$7.2M +118,303 +110%
VCM
198
Verger Capital Management
North Carolina
$13.7M -$5.75M -94,448 -30%
MPW
199
Monterey Private Wealth
California
$13.6M +$7.33M +120,487 +116%
IC
200
IEQ Capital
California
$13.5M -$10.5M -172,398 -44%