We are live on ! Find out more
EFA icon

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
CT
801
Cambridge Trust
Massachusetts
$1.05M -$267K -4,214 -18%
BOS
802
Bank of Stockton
California
$1.05M +$1.4K +22 +0.1%
EAMA
803
EFG Asset Management (Americas)
Florida
$1.05M -$13.4K -211 -1%
MIAN
804
Mariner Independent Advisor Network
Kansas
$1.05M -$1.04M -16,319 -44%
WAP
805
Wealthcare Advisory Partners
Pennsylvania
$1.05M -$6.63M -104,489 -84%
FWM
806
Fairhaven Wealth Management
Illinois
$1.05M -$161K -2,543 -11%
EWA
807
Exencial Wealth Advisors
Oklahoma
$1.05M -$79.1K -1,247 -6%
NIM
808
Nexus Investment Management
Ontario, Canada
$1.04M -$72.4K -1,140 -6%
TIA
809
Tiemann Investment Advisors
California
$1.04M -$26.5K -418 -2%
HTC
810
Haverford Trust Company
Pennsylvania
$1.04M -$57.4K -904 -4%
EW
811
Emerson Wealth
Michigan
$1.04M -$13.6K -215 -0.2%
Bank Julius Baer & Co
812
Bank Julius Baer & Co
Switzerland
$1.04M +$1.36M +21,484 New
IA
813
IFG Advisory
Georgia
$1.03M -$60.2K -948 -5%
PFO
814
Pathstone Family Office
New Jersey
$1.02M -$1.33K -21 -0.1%
EWG
815
Executive Wealth Group
Washington
$1M
CC
816
Cedar Capital
Illinois
$1M +$163K +2,568 +16%
RWP
817
RWA Wealth Partners
Massachusetts
$999K -$2.03M -32,000 -63%
W
818
WealthOne
New York
$999K -$261K -4,105 -18%
FTI
819
Fiduciary Trust International
Massachusetts
$995K
IIM
820
Ironwood Investment Management
Massachusetts
$993K +$1.18M +18,582 New
SIA
821
Soltis Investment Advisors
Utah
$990K -$395K -6,226 -25%
AWM
822
Avior Wealth Management
Nebraska
$989K -$98K -1,544 -8%
BPC
823
Banque Pictet & Cie
Switzerland
$989K +$159K +2,503 +16%
PNAA
824
Pictet North America Advisors
Switzerland
$989K +$159K +2,503 +16%
CIM
825
Contravisory Investment Management
Massachusetts
$984K +$265K +4,183 +29%

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.