We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,414 hedge funds and large institutions have $35.8B invested in iShares MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 387 increasing their positions, 683 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $35B → $35.8B (+$788M)

0% less funds holding

Funds holding: 1,4181,414 (-4)

1.49% less ownership

Funds ownership: 77.31%75.82% (-1.5%)

2% less funds holding in top 10

Funds holding in top 10: 151148 (-3)

43% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 683

46% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $8.85B

Holders
1,414
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.53%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
2.99%
New
81
Increased
387
Reduced
683
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
626
Sigma Investment Counselors
Michigan
$1.9M -$2.5M -39,092 -57%
BFEC
627
Benjamin F. Edwards & Company
Missouri
$1.9M -$318K -4,967 -14%
VC
628
Veracity Capital
Georgia
$1.89M -$22.2K -347 -0%
AW
629
Alpha Windward
Massachusetts
$1.88M -$111K -1,730 -6%
Allianz Asset Management
630
Allianz Asset Management
Germany
$1.85M -$112K -1,756 -6%
ONB
631
Old National Bancorp
Indiana
$1.83M +$20.8K +325 +1%
MAA
632
Matrix Asset Advisors
New York
$1.82M +$272K +4,246 +17%
AAMC
633
Asset Allocation & Management Company
Illinois
$1.81M
RMDI
634
R.M. Davis Inc
Maine
$1.8M -$120K -1,876 -6%
LOPW
635
Live Oak Private Wealth
North Carolina
$1.79M
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$1.78M -$33.6K -525 -2%
PAM
637
Palisade Asset Management
Minnesota
$1.77M -$38.3K -599 -2%
HL
638
HeadInvest LLC
Maine
$1.75M -$1.41K -22 -0.1%
GW
639
GW & Wade
Massachusetts
$1.74M
PWLP
640
Prio Wealth Limited Partnership
Massachusetts
$1.74M +$88K +1,375 +5%
OIA
641
OneDigital Investment Advisors
Kansas
$1.73M -$132K -2,059 -7%
BWM
642
BigSur Wealth Management
Florida
$1.72M
PIM
643
Penobscot Investment Management
Massachusetts
$1.71M -$27.5K -430 -2%
MCM
644
Manchester Capital Management
Vermont
$1.71M -$1.06M -16,500 -38%
FF
645
Fluent Financial
Texas
$1.7M -$50.6K -791 -3%
OPS
646
Orion Portfolio Solutions
Nebraska
$1.7M +$1.28K +20 +0.1%
SS
647
Simplicity Solutions
Minnesota
$1.68M +$678K +10,593 +67%
SPIO
648
Seven Post Investment Office
California
$1.68M
RI
649
RPTC Inc
Wyoming
$1.66M
HSWM
650
Hubbell Strickland Wealth Management
Louisiana
$1.66M

EFA Hedge Fund Activity: Q3 2020 in Review

1,414 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2020, worth a combined $35.8B — up 2.3% from $35B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EFA positions and 68 closed out — a net gain of 13 holders — while 387 added to existing stakes and 683 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $257M. The largest seller was BlackRock, cutting an estimated $430M.

  • 1,414 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2020, down from 1,418 in Q2 2020.
  • Funds reported $35.8B of iShares MSCI EAFE ETF stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 81 funds opened new iShares MSCI EAFE ETF positions in Q3 2020 and 68 closed out, a net change of +13 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2020 was Citadel Advisors, an estimated $257M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2020 was BlackRock, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2020.