We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF
EFA

1,288 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 424 increasing their positions, 557 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 66

0% more funds holding

Funds holding: 1,285 → 1,288 (+3)

0.95% less ownership

Funds ownership: 75.64% → 74.7% (-0.95%)

3% less capital invested

Capital invested by funds: $54.5B → $52.9B (-$1.68B)

6% less funds holding in top 10

Funds holding in top 10: 211 → 199 (-12)

24% less repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 557

75% less call options, than puts

Call options by funds: $3.63B | Put options by funds: $14.6B

Holders
1,288
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
29.45%
Holding in Top 10
199
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.69%
% of All Funds
4.55%
New
74
Increased
424
Reduced
557
Closed
66
Calls
$3.63B
Puts
$14.6B
Net Calls
-$10.9B
Net Calls Change
+$685M

Top Buyers

Rank Fund Capital Flow
1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$350M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$248M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$212M
5
QIM
Quantitative Investment Management
Virginia
+$208M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.06B
2
BlackRock
BlackRock
New York
-$640M
3
Bank of America
Bank of America
North Carolina
-$518M
4
Ameriprise
Ameriprise
Minnesota
-$379M
5
TF
TIAA FSB
Florida
-$226M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
26
Hirtle Callaghan & Co
Pennsylvania
$255M -$7.54M -111,620 -3%
BOTOTLSJU
27
Board of Trustees of The Leland Stanford Junior University
California
$250M -$195M -2,893,007 -44%
SB
28
Suntrust Banks
Georgia
$244M -$6.44M -95,333 -3%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$240M -$103M -1,528,493 -30%
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$234M – – –
Creative Planning
31
Creative Planning
Kansas
$232M -$8.82M -130,587 -4%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$230M +$212M +3,145,771 +1,293%
QIM
33
Quantitative Investment Management
Virginia
$210M +$208M +3,082,300 New
MOACM
34
Mutual of America Capital Management
New York
$202M +$2.57M +38,000 +1%
Truist Financial
35
Truist Financial
North Carolina
$188M +$22.9M +338,885 +14%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$187M +$9.38M +138,888 +5%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$184M -$11.3M -166,858 -6%
LPL Financial
38
LPL Financial
California
$173M -$8.61M -127,535 -5%
RFC
39
Regions Financial Corp
Alabama
$169M -$7.45M -110,268 -4%
BA
40
Bridgewater Associates
Connecticut
$166M – – –
Citigroup
41
Citigroup
New York
$163M +$26.4M +390,453 +19%
QI
42
QS Investors
New York
$149M +$9.42M +139,457 +7%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$141M +$627K +9,290 +0.5%
Comerica Bank
44
Comerica Bank
Texas
$138M -$3.4M -50,299 -2%
N
45
Nuveen
North Carolina
$136M +$135M +2,000,979 New
EFS
46
Edelman Financial Services
Virginia
$136M +$7.11M +105,268 +6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$136M -$13.7M -202,522 -9%
MWAC
48
Mariner Wealth Advisors (Cincinnati)
Ohio
$136M +$3.08M +45,623 +2%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$133M +$7.2M +106,629 +6%
RJA
50
Raymond James & Associates
Florida
$132M +$5.52M +81,671 +4%
1
2
3 4 5

EFA Hedge Fund Activity: Q3 2018 in Review

1,288 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2018, worth a combined $52.9B — down 3.1% from $54.5B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EFA positions and 66 closed out — a net gain of 8 holders — while 424 added to existing stakes and 557 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $350M. The largest seller was JP Morgan Chase, cutting an estimated $1.06B.

  • 1,288 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2018, up from 1,285 in Q2 2018.
  • Funds reported $52.9B of iShares MSCI EAFE ETF stock for Q3 2018, down 3.1% quarter-over-quarter.
  • 74 funds opened new iShares MSCI EAFE ETF positions in Q3 2018 and 66 closed out, a net change of +8 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2018 was Liberty Mutual Group Asset Management, an estimated $350M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2018.