We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,393 hedge funds and large institutions have $45.8B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 404 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

0% more funds holding

Funds holding: 1,3891,393 (+4)

3.62% less ownership

Funds ownership: 81.08%77.46% (-3.6%)

7% less capital invested

Capital invested by funds: $49.3B → $45.8B (-$3.53B)

8% less funds holding in top 10

Funds holding in top 10: 213197 (-16)

39% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 661

57% less call options, than puts

Call options by funds: $3.86B | Put options by funds: $9.04B

Holders
1,393
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.32%
New
79
Increased
404
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$3.9M +$31.1K +483 +0.8%
EFSCE
477
Enterprise Financial Services Corp (EFSC)
Missouri
$3.9M -$12.7K -197 -0.3%
LWANC
478
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9M -$7.41K -115 -0.2%
Allianz Asset Management
479
Allianz Asset Management
Germany
$3.9M -$35.6M -552,949 -90%
BAM
480
Bruderman Asset Management
New York
$3.85M -$890K -13,817 -20%
SIAM
481
Sterling Investment Advisors (Missouri)
Missouri
$3.85M -$23.8K -369 -0.6%
PWAP
482
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.83M -$8.5M -131,954 -69%
PAS
483
Partnervest Advisory Services
California
$3.82M -$155K -2,409 -4%
FPS
484
Fieldpoint Private Securities
Connecticut
$3.82M +$672K +10,424 +22%
CAL
485
Capital Advisors Ltd
Ohio
$3.8M -$466K -7,235 -11%
AGA
486
Accuvest Global Advisors
Utah
$3.8M +$3.76M +58,290 New
AW
487
Alpha Windward
Massachusetts
$3.8M -$278K -4,320 -7%
CIS
488
Connors Investor Services
Pennsylvania
$3.79M -$80.9K -1,255 -2%
B
489
Bailard
California
$3.79M -$210K -3,254 -5%
CPO
490
Cerity Partners OCIO
New York
$3.76M +$63.4K +984 +2%
AWS
491
AJ Wealth Strategies
New York
$3.75M +$1.16M +18,021 +46%
AGA
492
Arkos Global Advisors
Texas
$3.72M -$184K -2,852 -5%
SSWM
493
Sheets Smith Wealth Management
North Carolina
$3.67M +$1.68K +26 +0%
PA
494
PFW Advisors
Georgia
$3.67M +$2.83M +43,922 New
JWM
495
Janiczek Wealth Management
Colorado
$3.67M +$3.62M +56,232 New
NFG
496
Next Financial Group
Texas
$3.66M +$47K +729 +1%
NPT
497
Nixon Peabody Trust
Massachusetts
$3.65M -$466K -7,226 -11%
GWA
498
Guidant Wealth Advisors
Illinois
$3.65M +$160K +2,478 +5%
TFF
499
The Family Firm
Maryland
$3.65M -$61.8K -959 -2%
BHWM
500
Bar Harbor Wealth Management
New Hampshire
$3.61M -$37.6K -583 -1%

EFA Hedge Fund Activity: Q3 2019 in Review

1,393 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2019, worth a combined $45.8B — down 7.2% from $49.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EFA positions and 62 closed out — a net gain of 17 holders — while 404 added to existing stakes and 661 trimmed.

The largest buyer was Board of Trustees of The Leland Stanford Junior University, opening a new position worth an estimated $291M. The largest seller was BlackRock, cutting an estimated $2.59B.

  • 1,393 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2019, up from 1,389 in Q2 2019.
  • Funds reported $45.8B of iShares MSCI EAFE ETF stock for Q3 2019, down 7.2% quarter-over-quarter.
  • 79 funds opened new iShares MSCI EAFE ETF positions in Q3 2019 and 62 closed out, a net change of +17 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2019 was Board of Trustees of The Leland Stanford Junior University, an estimated $291M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2019 was BlackRock, an estimated $2.59B sold.

Based on aggregated 13F filings for Q3 2019.