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
HCM
851
Hillman Capital Management
Maryland
$898K +$60.5K +954 +6%
CWA
852
Capital Wealth Alliance
Arizona
$891K -$1.9M -29,864 -64%
PCS
853
Personal CFO Solutions
New Jersey
$891K +$339K +5,340 +47%
IC
854
InterOcean Capital
Illinois
$887K -$709K -11,170 -40%
RPWA
855
Regent Peak Wealth Advisors
Georgia
$887K -$226K -3,563 -18%
CG
856
Cynosure Group
Utah
$884K +$84.7K +1,334 +9%
UBV
857
United Bank (Virginia)
Virginia
$883K
NPA
858
Nichols & Pratt Advisers
Massachusetts
$880K +$38.4K +605 +4%
PPSG
859
Princeton Portfolio Strategies Group
New Jersey
$879K +$1.04M +16,441 New
PI
860
Putnam Investments
Massachusetts
$876K +$1.04M +16,382 New
S
861
SignatureFD
Georgia
$874K -$1.97M -31,009 -65%
HI
862
Hudock Inc
Pennsylvania
$870K +$23.7K +374 +2%
EA
863
Elm Advisors
California
$863K
SS
864
Simplicity Solutions
Minnesota
$862K -$1.16M -18,296 -53%
ME
865
McIlrath & Eck
Washington
$860K -$27.5K -433 -3%
LC
866
LCNB Corp
Ohio
$858K -$1.4K -22 -0.1%
TCPWM
867
Traverso Chambers Private Wealth Management
California
$847K -$51.4K -810 -5%
VAS
868
Vestmark Advisory Solutions
Massachusetts
$847K +$1.01M +15,849 New
UWPG
869
Ullmann Wealth Partners Group
Florida
$846K -$65.2K -1,028 -6%
KWM
870
Kingsview Wealth Management
Oregon
$844K -$308K -4,852 -24%
DTC
871
Davidson Trust Company
Washington
$839K
LRIC
872
Long Road Investment Counsel
Michigan
$828K
SFG
873
Sunburst Financial Group
Alabama
$825K +$425K +6,692 +77%
FCB
874
First Command Bank
Texas
$820K -$51.8K -816 -5%
FCFS
875
First Command Financial Services
Texas
$820K -$51.8K -816 -5%

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.