We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,414 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, 387 increasing their positions, 683 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $35B → $35.8B (+$788M)

0% less funds holding

Funds holding: 1,4181,414 (-4)

1.49% less ownership

Funds ownership: 77.31%75.82% (-1.5%)

2% less funds holding in top 10

Funds holding in top 10: 151148 (-3)

43% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 683

46% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $8.85B

Holders
1,414
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.53%
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
387
Reduced
683
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$12.5M -$80.8K -1,263 -0.6%
Calamos Advisors
227
Calamos Advisors
Illinois
$12.4M
HT
228
Hefren-Tillotson
Pennsylvania
$12.4M +$146K +2,282 +1%
BOS
229
Bingham Osborn & Scarborough
California
$12.3M -$264K -4,124 -2%
CBB
230
Citizens Business Bank
California
$12.2M +$22.3K +348 +0.2%
CG
231
Cutler Group
California
$12.2M -$1.86M -29,003 -13%
CWM
232
Confluence Wealth Management
Oregon
$12.1M +$5.1M +79,658 +75%
CTA
233
Chesley Taft & Associates
Illinois
$12.1M -$1.46M -22,775 -11%
NAM
234
NorthCoast Asset Management
Connecticut
$12M
Federated Hermes
235
Federated Hermes
Pennsylvania
$12M -$813K -12,700 -6%
WT
236
Washington Trust
Rhode Island
$11.8M +$942K +14,722 +9%
AF
237
Advisornet Financial
Minnesota
$11.7M -$645K -10,085 -5%
BWP
238
BSW Wealth Partners
Colorado
$11.5M -$377K -5,898 -3%
SNT
239
Security National Trust
West Virginia
$11.4M -$6.47M -101,074 -56%
UCFA
240
United Capital Financial Advisors
Texas
$11.4M -$587K -9,180 -5%
SFS
241
Summit Financial Strategies
Ohio
$11.4M -$93.5K -1,461 -0.8%
SB
242
Simmons Bank
Arkansas
$11.3M -$236K -3,683 -2%
GFP
243
Gryphon Financial Partners
Ohio
$11.3M -$5.98M -93,378 -35%
Thrivent Financial for Lutherans
244
Thrivent Financial for Lutherans
Minnesota
$11.2M -$13.2M -205,888 -54%
DIP
245
DT Investment Partners
Pennsylvania
$11.2M -$1.81M -28,290 -14%
GG
246
Gofen & Glossberg
Illinois
$11.2M -$1.42M -22,260 -11%
QIM
247
Quest Investment Management
Oregon
$11.1M +$88.6K +1,384 +0.8%
CAN
248
Cetera Advisor Networks
California
$11M -$106K -1,657 -0.9%
SBSB
249
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.9M -$75.5K -1,180 -0.7%
VOYA Investment Management
250
VOYA Investment Management
Georgia
$10.9M +$2.95M +46,077 +37%

EFA Hedge Fund Activity: Q3 2020 in Review

1,414 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2020, worth a combined $35.8B — up 2.3% from $35B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EFA positions and 68 closed out — a net gain of 13 holders — while 387 added to existing stakes and 683 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $257M. The largest seller was BlackRock, cutting an estimated $430M.

  • 1,414 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2020, down from 1,418 in Q2 2020.
  • Funds reported $35.8B of iShares MSCI EAFE ETF stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 81 funds opened new iShares MSCI EAFE ETF positions in Q3 2020 and 68 closed out, a net change of +13 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2020 was Citadel Advisors, an estimated $257M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2020 was BlackRock, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2020.