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
PAM
526
Palisade Asset Management
Minnesota
$3.32M -$69.7K -1,082 -2%
AC
527
Addenda Capital
Quebec, Canada
$3.31M
SSB
528
Sandy Spring Bank
Maryland
$3.28M +$229K +3,546 +8%
MFW
529
Meristem Family Wealth
Minnesota
$3.28M +$401K +6,216 +14%
RWP
530
RWA Wealth Partners
Massachusetts
$3.26M -$11.9K -185 -0.4%
A
531
AdvicePeriod
California
$3.26M -$896K -13,904 -22%
SC
532
Schoolcraft Capital
Colorado
$3.24M +$328K +5,084 +11%
TI
533
Truepoint Inc
Ohio
$3.24M -$44.3K -688 -1%
IWM
534
IHT Wealth Management
Illinois
$3.24M -$833K -12,926 -21%
APG
535
Abacus Planning Group
South Carolina
$3.24M +$147K +2,281 +5%
DMIC
536
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.21M -$252K -3,918 -7%
SCA
537
STALEY CAPITAL ADVISERS
Pennsylvania
$3.21M -$83.8K -1,300 -3%
STA
538
Summit Trail Advisors
New York
$3.21M +$79.1K +1,227 +3%
DC
539
Davenport & Co
Virginia
$3.21M -$76.8K -1,191 -2%
BFO
540
Biltmore Family Office
North Carolina
$3.21M +$66.4K +1,031 +2%
CPIG
541
Chicago Partners Investment Group
Illinois
$3.2M +$69.8K +1,083 +2%
PIM
542
Penobscot Investment Management
Massachusetts
$3.19M -$153K -2,380 -5%
LFS
543
Lutz Financial Services
Nebraska
$3.17M -$44.7K -693 -1%
PEA
544
Pacific Edge Advisors
California
$3.16M -$77.3K -1,200 -2%
PCIG
545
Partners Capital Investment Group
Massachusetts
$3.14M -$997K -15,478 -24%
AP
546
Appleton Partners
Massachusetts
$3.14M -$91.8K -1,424 -3%
MWM
547
Merriman Wealth Management
Washington
$3.13M -$1.21M -18,711 -28%
HCM
548
Hollencrest Capital Management
California
$3.13M +$1.26M +19,515 +69%
SFSG
549
Stearns Financial Services Group
North Carolina
$3.11M -$16.2K -252 -0.5%
NSIM
550
North Star Investment Management
Illinois
$3.1M -$52.8K -820 -2%

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.