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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
CCT
426
Chemung Canal Trust
New York
$6M +$574K +8,492 +11%
AI
427
Atom Investors
Texas
$5.99M +$5.82M +86,207 New
NEPWA
428
New England Private Wealth Advisors
Massachusetts
$5.97M +$141K +2,092 +2%
ATFA
429
All Terrain Financial Advisors
Minnesota
$5.9M -$251K -3,719 -4%
TC
430
Telemus Capital
Michigan
$5.89M +$391K +5,787 +7%
Victory Capital Management
431
Victory Capital Management
Texas
$5.89M -$79.4M -1,175,440 -93%
AA
432
Alesco Advisors
New York
$5.85M -$46.5K -688 -0.8%
BCM
433
Bluefin Capital Management
New York
$5.84M +$5.16M +76,400 +992%
VFA
434
Voya Financial Advisors
Connecticut
$5.66M -$287K -4,252 -5%
Canada Life
435
Canada Life
Manitoba, Canada
$5.65M +$5.54M +82,007 New
CG
436
Cutler Group
California
$5.65M +$5.49M +81,343 New
PH
437
Pinnacle Holdings
Oklahoma
$5.57M
SIC
438
Shoker Investment Counsel
Ohio
$5.56M -$135K -2,001 -2%
DWT
439
Dorsey & Whitney Trust
South Dakota
$5.49M -$65.4K -968 -1%
LBC
440
Lawrence B. Cohen
$5.47M +$591K +8,750 +12%
PIA
441
Powell Investment Advisors
Florida
$5.42M +$5.28M +78,127 New
VDI
442
Vaughan David Investments
Illinois
$5.42M
DFA
443
Delta Financial Advisors
Louisiana
$5.41M -$34.2K -507 -0.6%
AL
444
Aspiriant LLC
California
$5.4M -$1.51M -22,288 -22%
SHWM
445
Smith & Howard Wealth Management
Georgia
$5.39M -$19.3K -286 -0.4%
CIA
446
Choate Investment Advisors
Massachusetts
$5.37M -$121K -1,786 -2%
DY
447
Dowling & Yahnke
California
$5.37M +$209K +3,095 +4%
NL
448
NEPC LLC
Massachusetts
$5.36M +$5.21M +77,161 New
AFA
449
American Financial Advisors
Georgia
$5.35M -$674K -9,984 -11%
LWPC
450
Legacy Wealth Partners (California)
California
$5.33M +$5.18M +76,715 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.