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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
V
676
VeraBank
Texas
$2.58M -$574K -8,500 -19%
CAW
677
Cornerstone Advisors (Washington)
Washington
$2.58M +$26.3K +390 +1%
BOH
678
Bank of Hawaii
Hawaii
$2.56M -$199K -2,953 -7%
KM
679
Kalos Management
Georgia
$2.56M +$2.23M +33,051 +873%
MIAN
680
Mariner Independent Advisor Network
Kansas
$2.55M -$201K -2,981 -8%
RIL
681
Rothschild Investment LLC
Illinois
$2.52M +$55.4K +820 +2%
PB
682
Pinnacle Bancorp
Nebraska
$2.52M +$149K +2,202 +6%
FC
683
Fulcrum Capital
Washington
$2.51M
BMCM
684
Bryn Mawr Capital Management
Pennsylvania
$2.51M +$30.5K +451 +1%
P3I
685
Progeny 3 Inc
Washington
$2.5M +$2.44M +36,055 New
SFA
686
Sequoia Financial Advisors
Ohio
$2.5M +$123K +1,816 +5%
MOS
687
MGO One Seven
Ohio
$2.5M -$215K -3,183 -8%
SFG
688
Sowa Financial Group
Rhode Island
$2.5M +$2.43M +35,953 New
FA
689
FDx Advisors
Illinois
$2.48M +$843K +12,476 +54%
MAM
690
Marquette Asset Management
Minnesota
$2.48M -$601K -8,902 -20%
PAM
691
Palisade Asset Management
Minnesota
$2.48M -$1.03M -15,211 -30%
GIA
692
Granite Investment Advisors
New Hampshire
$2.48M +$3.98K +59 +0.2%
RSWM
693
Robertson Stephens Wealth Management
California
$2.46M -$1.88M -27,814 -44%
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$2.46M +$571K +8,457 +31%
OCM
695
One Capital Management
California
$2.46M -$60K -889 -2%
ST
696
Smithfield Trust
Pennsylvania
$2.46M -$23.7K -351 -1%
LJHT
697
Laurie J. Hall Trustee
$2.45M +$48K +710 +2%
FFN
698
Focus Financial Network
Minnesota
$2.42M +$181K +2,684 +8%
CTB
699
Country Trust Bank
Illinois
$2.4M +$771K +11,418 +49%
SS
700
Simplicity Solutions
Minnesota
$2.39M +$1.92M +28,422 +474%

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.