We are live on ! Find out more
EFA icon

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
BCP
726
Blue Chip Partners
Michigan
$2.21M +$28.6K +423 +1%
PTC
727
Private Trust Company
Ohio
$2.21M +$343K +5,079 +19%
HL
728
HeadInvest LLC
Maine
$2.19M +$26.8K +397 +1%
ASN
729
Advisory Services Network
Georgia
$2.19M +$204K +3,014 +11%
WC
730
Woodstock Corp
Massachusetts
$2.18M
QIM
731
Quantitative Investment Management
Virginia
$2.16M -$8.11M -120,094 -79%
BWAM
732
Boyd Watterson Asset Management
Ohio
$2.16M
MHS
733
M Holdings Securities
Oregon
$2.15M +$362K +5,362 +21%
MFM
734
Mirsky Financial Management
New York
$2.15M +$22.4K +332 +1%
GRP
735
Global Retirement Partners
California
$2.15M +$69.7K +1,032 +3%
MWP
736
Moller Wealth Partners
$2.13M -$50.5K -748 -2%
GPA
737
Guidance Point Advisors
Massachusetts
$2.12M +$5.34K +79 +0.3%
APA
738
American Portfolios Advisors
New York
$2.11M +$211K +3,117 +11%
WDL
739
Well Done LLC
Michigan
$2.11M -$19.2K -284 -0.9%
DAS
740
Dynamic Advisor Solutions
Arizona
$2.1M +$281K +4,163 +16%
AIM
741
Alhambra Investment Management
Florida
$2.1M +$2.04M +30,252 New
MAM
742
Meeder Asset Management
Ohio
$2.1M +$133K +1,963 +7%
BAM
743
Berkshire Asset Management
Pennsylvania
$2.08M +$562K +8,323 +38%
SO
744
STRS Ohio
Ohio
$2.08M -$107M -1,580,300 -98%
ACA
745
Anchor Capital Advisors
Massachusetts
$2.06M -$20.9K -310 -1%
CAL
746
Capital Analysts LLC
Pennsylvania
$2.06M -$137K -2,026 -6%
WIA
747
World Investment Advisors
California
$2.06M -$316K -4,679 -14%
CCA
748
Cobblestone Capital Advisors
New York
$2.05M
MFG
749
MidWestOne Financial Group
Iowa
$2.05M
HFP
750
Holistic Financial Partners
Indiana
$2.04M -$17.7K -262 -0.9%

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.