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iShares MSCI EAFE ETF

1,414 hedge funds and large institutions have $35.8B invested in iShares MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 387 increasing their positions, 683 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 68

2% more capital invested

Capital invested by funds: $35B → $35.8B (+$788M)

0% less funds holding

Funds holding: 1,4181,414 (-4)

1.49% less ownership

Funds ownership: 77.31%75.82% (-1.5%)

2% less funds holding in top 10

Funds holding in top 10: 151148 (-3)

43% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 683

46% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $8.85B

Holders
1,414
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
28.53%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
2.99%
New
81
Increased
387
Reduced
683
Closed
68
Calls
$4.74B
Puts
$8.85B
Net Calls
-$4.1B
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
776
SouthState Corp
Florida
$1.08M -$66.4K -1,038 -6%
PJB
777
Paul John Balson
California
$1.07M -$46.4K -725 -4%
FFG
778
Fullen Financial Group
Ohio
$1.07M
MCM
779
Maryland Capital Management
Maryland
$1.06M -$42.6K -666 -4%
WWM
780
Windsor Wealth Management
Indiana
$1.05M -$270K -4,219 -20%
UBV
781
United Bank (Virginia)
Virginia
$1.05M -$115K -1,790 -10%
HCM
782
Hillman Capital Management
Maryland
$1.05M -$4.67K -73 -0.4%
FFW
783
Fusion Family Wealth
New York
$1.05M -$4.8K -75 -0.5%
IA
784
IFG Advisory
Georgia
$1.04M -$3.84K -60 -0.4%
QCG
785
Quadrant Capital Group
Ohio
$1.04M -$457K -7,136 -30%
CG
786
Cynosure Group
Utah
$1.04M -$15.8K -247 -1%
LFA
787
Landmark Financial Advisors
Kentucky
$1.03M -$2.24K -35 -0.2%
NPA
788
Nichols & Pratt Advisers
Massachusetts
$1.02M -$19.2K -300 -2%
CCP
789
Corient Capital Partners
California
$1.02M -$64.7K -1,011 -6%
HI
790
Hudock Inc
Pennsylvania
$1.02M -$30.1K -470 -3%
BO
791
BRR OpCo
Ohio
$1.01M -$178K -2,789 -15%
ME
792
McIlrath & Eck
Washington
$1.01M -$8K -125 -0.8%
CSIC
793
Clifford Swan Investment Counsel
California
$1.01M +$145K +2,270 +17%
SDWMA
794
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.01M +$230K +3,600 +29%
STA
795
Summit Trail Advisors
New York
$1.01M -$33.8K -528 -3%
LWCFA
796
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M
FMW
797
Farr Miller & Washington
District of Columbia
$1M
RPWA
798
Regent Peak Wealth Advisors
Georgia
$1M -$22.4K -350 -2%
AWM
799
Avior Wealth Management
Nebraska
$999K -$68.1K -1,064 -6%
DTC
800
Davidson Trust Company
Washington
$999K

EFA Hedge Fund Activity: Q3 2020 in Review

1,414 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2020, worth a combined $35.8B — up 2.3% from $35B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EFA positions and 68 closed out — a net gain of 13 holders — while 387 added to existing stakes and 683 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $257M. The largest seller was BlackRock, cutting an estimated $430M.

  • 1,414 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2020, down from 1,418 in Q2 2020.
  • Funds reported $35.8B of iShares MSCI EAFE ETF stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 81 funds opened new iShares MSCI EAFE ETF positions in Q3 2020 and 68 closed out, a net change of +13 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2020 was Citadel Advisors, an estimated $257M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2020 was BlackRock, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2020.