iShares MSCI EAFE ETF
EFA
1,584 hedge funds and large institutions have $49.2B invested in iShares MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 566 increasing their positions, 555 reducing their positions, and 62 closing their positions.
344% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 62
14% more funds holding in top 10
Funds holding in top 10: 197 → 224 (+27)
14% more funds holding
Funds holding: 1,394 → 1,584 (+190)
7% more capital invested
Capital invested by funds: $45.8B → $49.2B (+$3.41B)
2% more repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 555
1.25% less ownership
Funds ownership: 77.46% → 76.21% (-1.3%)
63% less call options, than puts
Call options by funds: $3.8B | Put options by funds: $10.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$647M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$298M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$297M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$234M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$196M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$316M |
| 2 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$295M |
| 3 |
Barclays
London,
United Kingdom
|
-$262M |
| 4 |
Goldman Sachs
New York
|
-$253M |
| 5 |
Citigroup
New York
|
-$242M |
EFA Hedge Fund Activity: Q4 2019 in Review
1,584 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2019, worth a combined $49.2B — up 7.5% from $45.8B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new EFA positions and 62 closed out — a net gain of 213 holders — while 566 added to existing stakes and 555 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $647M. The largest seller was Bank of America, cutting an estimated $316M.
- 1,584 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2019, up from 1,394 in Q3 2019.
- Funds reported $49.2B of iShares MSCI EAFE ETF stock for Q4 2019, up 7.5% quarter-over-quarter.
- 275 funds opened new iShares MSCI EAFE ETF positions in Q4 2019 and 62 closed out, a net change of +213 holders.
- The largest iShares MSCI EAFE ETF buyer in Q4 2019 was Morgan Stanley, an estimated $647M added.
- The largest iShares MSCI EAFE ETF seller in Q4 2019 was Bank of America, an estimated $316M sold.
Based on aggregated 13F filings for Q4 2019.