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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
RC
701
Rovin Capital
Arizona
$2.38M +$2.32M +34,349 New
FNT
702
First Nebraska Trust
Nebraska
$2.37M -$30K -444 -1%
CA
703
Crewe Advisors
Utah
$2.35M -$701K -10,383 -24%
CBN
704
Cadence Bank NA
Texas
$2.34M -$3.51K -52 -0.2%
ACI
705
Alpha Cubed Investments
California
$2.33M +$20.8K +308 +0.9%
CAG
706
Csenge Advisory Group
Florida
$2.33M -$18.4K -272 -0.8%
WF
707
Welch & Forbes
Massachusetts
$2.32M +$268K +3,967 +13%
LFASL
708
Lugano Financial Advisors SA (LFA)
Switzerland
$2.32M +$2.26M +33,455 New
RMC
709
Resources Management Corp
Connecticut
$2.31M -$33.4K -495 -1%
PEA
710
Pacific Edge Advisors
California
$2.31M -$1.03M -15,250 -31%
KTA
711
Keeley-Teton Advisors
Illinois
$2.31M -$1.55K -23 -0.1%
TC
712
Trust Company
Kansas
$2.3M -$145K -2,148 -6%
GW
713
GW & Wade
Massachusetts
$2.29M -$4.59K -68 -0.2%
CSIA
714
Charles Schwab Investment Advisory
California
$2.29M -$464K -6,869 -17%
FAAS
715
First Allied Advisory Services
California
$2.28M +$245K +3,630 +12%
WFM
716
Wolff Financial Management
Michigan
$2.27M +$167K +2,480 +8%
JWCA
717
J.W. Cole Advisors
Florida
$2.26M +$2.2M +32,574 New
BC
718
Burleson & Co
California
$2.25M +$42.8K +634 +2%
ONB
719
Old National Bancorp
Indiana
$2.24M -$207K -3,062 -9%
IA
720
IFP Advisors
Florida
$2.24M -$454K -6,729 -17%
GDP
721
Great Diamond Partners
Maine
$2.24M +$2.18M +32,221 New
BG
722
Berry Group
Massachusetts
$2.23M +$2.16M +32,054 New
CFA
723
Capstone Financial Advisors
Illinois
$2.22M
NHC
724
Nicholas Hoffman & Company
Georgia
$2.22M -$51.1K -756 -2%
RMDI
725
R.M. Davis Inc
Maine
$2.22M +$2.84K +42 +0.1%

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.