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iShares MSCI EAFE ETF

1,440 hedge funds and large institutions have $37.4B invested in iShares MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 798 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 76.21%77.03% (+0.82%)

9% less funds holding

Funds holding: 1,5841,440 (-144)

16% less funds holding in top 10

Funds holding in top 10: 224188 (-36)

24% less capital invested

Capital invested by funds: $49.2B → $37.4B (-$11.8B)

54% less repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 798

55% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 217

56% less call options, than puts

Call options by funds: $3.91B | Put options by funds: $8.95B

Holders
1,440
Holders Change
-144
Holders Change %
-9.09%
% of All Funds
31.73%
Holding in Top 10
188
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-16.07%
% of All Funds
4.14%
New
98
Increased
371
Reduced
798
Closed
217
Calls
$3.91B
Puts
$8.95B
Net Calls
-$5.04B
Net Calls Change
+$1.52B
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
726
Peterson Wealth Advisors
Utah
$1.35M +$1.61M +25,335 New
1IA
727
1834 Investment Advisors
Wisconsin
$1.35M -$136K -2,146 -8%
ACA
728
Anchor Capital Advisors
Massachusetts
$1.35M -$284K -4,481 -15%
NGA
729
Naples Global Advisors
Florida
$1.35M
BWM
730
Baystate Wealth Management
Massachusetts
$1.34M +$683K +10,755 +75%
MWM
731
Meridian Wealth Management
Kentucky
$1.33M +$1.09M +17,222 +223%
GDP
732
Great Diamond Partners
Maine
$1.33M -$466K -7,346 -23%
Kayne Anderson Rudnick Investment Management
733
Kayne Anderson Rudnick Investment Management
California
$1.33M -$678K -10,682 -30%
JAFL
734
Jay A. Fishman Ltd
Michigan
$1.33M +$136K +2,150 +9%
JPG
735
Jordan Park Group
California
$1.32M -$22.3M -352,042 -93%
MPCG
736
Matrix Private Capital Group
New York
$1.31M +$15.1K +238 +1%
PIMG
737
Patriot Investment Management Group
Tennessee
$1.31M +$78.4K +1,235 +5%
BCM
738
BTR Capital Management
California
$1.31M +$576K +9,070 +59%
5L
739
55I LLC
Massachusetts
$1.3M +$1.23M +19,382 +480%
Allianz Asset Management
740
Allianz Asset Management
Germany
$1.3M -$10.4M -164,421 -87%
AIP
741
Ameritas Investment Partners
Nebraska
$1.3M +$414K +6,531 +37%
HIM
742
HawsGoodwin Investment Management
Tennessee
$1.29M +$939K +14,798 +157%
BRWA
743
B. Riley Wealth Advisors
Florida
$1.29M +$1.06M +16,654 +223%
WWM
744
Windsor Wealth Management
Indiana
$1.29M -$970K -15,290 -39%
WB
745
West Bancorporation
Iowa
$1.28M -$183K -2,881 -11%
BAM
746
Berkshire Asset Management
Pennsylvania
$1.28M -$383K -6,038 -20%
BCA
747
Berman Capital Advisors
Georgia
$1.28M -$6.47K -102 -0.4%
TI
748
Truepoint Inc
Ohio
$1.28M -$1.59M -24,979 -51%
TF
749
Tompkins Financial
New York
$1.28M +$134K +2,107 +10%
CG
750
Caprock Group
Idaho
$1.27M -$6.68M -105,232 -82%

EFA Hedge Fund Activity: Q1 2020 in Review

1,440 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2020, worth a combined $37.4B — down 24% from $49.2B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of EFA and 98 opened new positions — a net loss of 119 holders — while 798 trimmed existing stakes and 371 added.

The largest buyer was Royal Bank of Canada, adding an estimated $655M. The largest seller was Fidelity Investments, cutting an estimated $385M.

  • 1,440 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2020, down from 1,584 in Q4 2019.
  • Funds reported $37.4B of iShares MSCI EAFE ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 98 funds opened new iShares MSCI EAFE ETF positions in Q1 2020 and 217 closed out, a net change of -119 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $655M added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2020 was Fidelity Investments, an estimated $385M sold.

Based on aggregated 13F filings for Q1 2020.