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iShares MSCI EAFE ETF

1,561 hedge funds and large institutions have $39.1B invested in iShares MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 506 increasing their positions, 598 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 56

10% more funds holding

Funds holding: 1,4141,561 (+147)

9% more capital invested

Capital invested by funds: $35.8B → $39.1B (+$3.36B)

7% more funds holding in top 10

Funds holding in top 10: 148158 (+10)

0.8% less ownership

Funds ownership: 75.82%75.02% (-0.8%)

15% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 598

61% less call options, than puts

Call options by funds: $4.83B | Put options by funds: $12.4B

Holders
1,561
Holders Change
+147
Holders Change %
+10.4%
% of All Funds
27.62%
Holding in Top 10
158
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+6.76%
% of All Funds
2.8%
New
223
Increased
506
Reduced
598
Closed
56
Calls
$4.83B
Puts
$12.4B
Net Calls
-$7.58B
Net Calls Change
-$3.48B
Name Holding Trade Value Shares
Change
Change in
Stake
SO
226
STRS Ohio
Ohio
$14M -$345M -5,045,000 -96%
CBB
227
Citizens Business Bank
California
$13.9M -$84.2K -1,231 -0.6%
UCFA
228
United Capital Financial Advisors
Texas
$13.9M +$757K +11,062 +6%
FCFC
229
First Commonwealth Financial Corp
Pennsylvania
$13.8M -$766K -11,206 -6%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$13.7M +$733K +10,715 +6%
AF
231
Advisornet Financial
Minnesota
$13.6M +$182K +2,657 +1%
BWP
232
BSW Wealth Partners
Colorado
$13.4M +$178K +2,596 +1%
AIP
233
Almanack Investment Partners
Pennsylvania
$13.3M +$11.5M +168,592 +1,210%
HFA
234
Hoover Financial Advisors
Pennsylvania
$13.3M -$2.21M -32,255 -16%
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$13.2M +$12.4M +181,405 New
IC
236
IEQ Capital
California
$13.2M -$2.83M -41,381 -19%
SNT
237
Security National Trust
West Virginia
$13.2M +$6.95M +101,567 +127%
BOS
238
Bingham Osborn & Scarborough
California
$13.1M -$904K -13,220 -7%
HT
239
Hefren-Tillotson
Pennsylvania
$13.1M -$1M -14,684 -8%
SFS
240
Summit Financial Strategies
Ohio
$12.9M -$137K -2,000 -1%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$12.9M -$40.1M -586,614 -77%
DIP
242
DT Investment Partners
Pennsylvania
$12.9M
WT
243
Washington Trust
Rhode Island
$12.8M -$635K -9,290 -5%
CAN
244
Cetera Advisor Networks
California
$12.7M +$103K +1,508 +0.9%
NCM
245
Neumann Capital Management
California
$12.7M +$674K +9,861 +6%
QIM
246
Quest Investment Management
Oregon
$12.6M -$25.8K -377 -0.2%
SB
247
Simmons Bank
Arkansas
$12.5M -$408K -5,963 -3%
WPC
248
Waters Parkerson & Co
Louisiana
$12.4M +$149K +2,186 +1%
ABC
249
Associated Banc-Corp
Wisconsin
$12.3M -$150K -2,187 -1%
GG
250
Gofen & Glossberg
Illinois
$12.3M -$506K -7,399 -4%

EFA Hedge Fund Activity: Q4 2020 in Review

1,561 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2020, worth a combined $39.1B — up 9.4% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new EFA positions and 56 closed out — a net gain of 167 holders — while 506 added to existing stakes and 598 trimmed.

The largest buyer was Jane Street, adding an estimated $322M. The largest seller was UBS Group, cutting an estimated $1.11B.

  • 1,561 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2020, up from 1,414 in Q3 2020.
  • Funds reported $39.1B of iShares MSCI EAFE ETF stock for Q4 2020, up 9.4% quarter-over-quarter.
  • 223 funds opened new iShares MSCI EAFE ETF positions in Q4 2020 and 56 closed out, a net change of +167 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2020 was Jane Street, an estimated $322M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2020 was UBS Group, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2020.