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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
AIM
451
Acropolis Investment Management
Missouri
$5.32M -$411K -6,089 -7%
GBT
452
Grove Bank & Trust
Florida
$5.32M +$77.6K +1,149 +2%
SGA
453
Strategic Global Advisors
California
$5.31M -$1.03M -15,302 -17%
PCG
454
Private Capital Group
Connecticut
$5.3M +$411K +6,081 +9%
TFO
455
Tarbox Family Office
California
$5.25M +$135 +2 +0%
FB
456
Fulton Bank
Pennsylvania
$5.21M -$67K -992 -1%
HT
457
HAP Trading
New York
$5.14M +$5M +74,090 New
BAM
458
Barrett Asset Management
New York
$5.09M -$95.2K -1,410 -2%
DBT
459
Dubuque Bank & Trust
Iowa
$5.07M +$27.6K +408 +0.6%
IIC
460
Integrated Investment Consultants
Michigan
$5.07M +$3.38M +50,008 +109%
PA
461
Pinnacle Associates
New York
$5.06M -$97.9K -1,450 -2%
PWAP
462
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.03M +$982K +14,540 +25%
CRC
463
Curi RMB Capital
Illinois
$5.03M +$60.1K +890 +1%
SIC
464
Sigma Investment Counselors
Michigan
$5.02M -$16.8K -249 -0.3%
RIG
465
RiverFront Investment Group
Virginia
$5M -$212K -3,137 -4%
MPPLM
466
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.93M +$3.88M +57,489 +423%
CGA
467
Crescent Grove Advisors
Illinois
$4.91M -$100K -1,480 -2%
CL
468
CPWM LLC
Washington
$4.91M +$412K +6,097 +9%
MMHP
469
Murphy Middleton Hinkle & Parker
Georgia
$4.91M -$20.7K -306 -0.4%
IAA
470
Independent Advisor Alliance
North Carolina
$4.88M +$4.74M +70,201 New
TL
471
TrueWealth LLC
Georgia
$4.87M +$33.4K +495 +0.7%
MA
472
Mutual Advisors
Nebraska
$4.85M +$1.92M +28,430 +69%
NIM
473
Northeast Investment Management
Massachusetts
$4.84M -$213K -3,152 -4%
GLLW
474
Graves Light Lenhart Wealth
Virginia
$4.83M +$367K +5,441 +8%
SW
475
SkyOak Wealth
Michigan
$4.83M +$4.7M +69,559 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.