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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
AI
751
ArchPoint Investors
Florida
$2.04M +$604K +8,950 +44%
AB
752
Atlas Brown
Kentucky
$1.99M +$683K +10,112 +54%
Two Sigma Investments
753
Two Sigma Investments
New York
$1.99M +$1.93M +28,600 New
Neuberger Berman Group
754
Neuberger Berman Group
New York
$1.98M +$1.93M +28,525 New
AAMC
755
Asset Allocation & Management Company
Illinois
$1.97M +$1.92M +28,430 New
FWIA
756
Fort Washington Investment Advisors
Ohio
$1.96M -$675 -10 -0%
JAM
757
Jolley Asset Management
North Carolina
$1.94M +$1.89M +27,943 New
IC
758
InterOcean Capital
Illinois
$1.93M -$2.16K -32 -0.1%
BPA
759
Beacon Pointe Advisors
California
$1.93M +$314K +4,644 +20%
TW
760
Towerpoint Wealth
California
$1.92M -$10.1K -150 -0.5%
AC
761
AlphaCore Capital
California
$1.92M +$1.87M +27,671 New
MAS
762
Managed Account Services
Florida
$1.92M -$95.2K -1,409 -5%
OFG
763
Oxford Financial Group
Indiana
$1.91M -$13.4K -198 -0.7%
BB
764
Busey Bank
Illinois
$1.91M +$70.7K +1,047 +4%
1IA
765
1834 Investment Advisors
Wisconsin
$1.91M -$220K -3,255 -11%
CFFP
766
Center for Financial Planning
Michigan
$1.89M +$1.84M +27,277 New
CA
767
Cornerstone Advisory
Maryland
$1.89M -$49.5K -733 -3%
TNB
768
Thomasville National Bank
Georgia
$1.89M -$82.7K -1,225 -4%
SCM
769
Stordahl Capital Management
Colorado
$1.89M -$26.2K -388 -1%
AF
770
Affiance Financial
Minnesota
$1.87M +$288K +4,261 +19%
WB
771
West Bancorporation
Iowa
$1.87M +$1.82M +26,896 New
LWA
772
LWS Wealth Advisors
New Jersey
$1.86M +$1.81M +26,825 New
CIC
773
Carnegie Investment Counsel
Ohio
$1.85M +$32.4K +480 +2%
HSWM
774
Hubbell Strickland Wealth Management
Louisiana
$1.84M -$36.7K -543 -2%
SC
775
SouthState Corp
Florida
$1.84M +$65K +962 +4%

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.