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iShares MSCI EAFE ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 197224 (+27)

14% more funds holding

Funds holding: 1,3941,584 (+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

Holders
1,584
Holders Change
+190
Holders Change %
+13.63%
% of All Funds
31.21%
Holding in Top 10
224
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.71%
% of All Funds
4.41%
New
275
Increased
566
Reduced
555
Closed
62
Calls
$3.8B
Puts
$10.4B
Net Calls
-$6.56B
Net Calls Change
-$1.38B
Name Holding Trade Value Shares
Change
Change in
Stake
HT
276
Hefren-Tillotson
Pennsylvania
$12.3M +$1.04M +15,330 +10%
BOS
277
Bingham Osborn & Scarborough
California
$12.3M -$59.4K -880 -0.5%
BAC
278
Boys Arnold & Co
North Carolina
$12.2M -$31.7K -469 -0.3%
QCM
279
Quest Capital Management
Texas
$12.1M +$73.7K +1,091 +0.6%
I
280
IberiaBank
Louisiana
$12.1M -$102K -1,513 -0.9%
LW
281
Linscomb Wealth
Texas
$12M -$443K -6,552 -4%
SNT
282
Security National Trust
West Virginia
$11.9M -$18.2K -270 -0.2%
LC
283
Lindbrook Capital
California
$11.8M
HIMC
284
Heritage Investors Management Corp
Maryland
$11.8M -$57.1K -846 -0.5%
SFS
285
Summit Financial Strategies
Ohio
$11.8M -$252K -3,727 -2%
PWG
286
Private Wealth Group
Florida
$11.8M +$10.4M +154,571 +1,053%
CL
287
Choreo LLC
Illinois
$11.7M -$248K -3,674 -2%
AIA
288
Alera Investment Advisors
Illinois
$11.6M +$22K +325 +0.2%
WPA
289
Winning Points Advisors
Florida
$11.6M +$67.5K +1,000 +0.6%
WSFS
290
Wilmington Savings Fund Society
Delaware
$11.6M +$130K +1,932 +1%
LFAS
291
Level Four Advisory Services
Texas
$11.6M +$10.7K +159 +0.2%
SBH
292
Segall Bryant & Hamill
Illinois
$11.5M +$221K +3,267 +2%
TRCT
293
Tower Research Capital (TRC)
New York
$11.3M +$11M +162,307 +306,240%
BBHC
294
Brown Brothers Harriman & Co
New York
$11M +$1.71M +25,313 +19%
DCM
295
Dimension Capital Management
Florida
$11M +$290K +4,293 +3%
RJT
296
Raymond James Trust
Florida
$10.9M +$91.9K +1,360 +0.9%
UBG
297
United Bank (Georgia)
Georgia
$10.9M +$281K +4,156 +3%
SDAM
298
Shulman DeMeo Asset Management
New York
$10.9M -$365K -5,403 -3%
VVP
299
Venture Visionary Partners
Ohio
$10.8M +$10.5M +155,540 New
FCFC
300
First Citizens Financial Corp
Iowa
$10.8M +$10.5M +155,113 New

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.