We are live on ! Find out more
EFA icon

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
MWM
851
Modera Wealth Management
New Jersey
$835K +$19.4K +303 +2%
TYCC
852
Texas Yale Capital Corp
Florida
$834K -$14.6K -228 -2%
BC
853
Burney Company
Virginia
$834K +$4.29K +67 +0.5%
CA
854
Claro Advisors
Massachusetts
$829K -$21.7K -339 -3%
CCA
855
Conservest Capital Advisors
Pennsylvania
$819K -$17.5K -273 -2%
KPCM
856
Kings Point Capital Management
New York
$816K -$26K -407 -3%
AIC
857
Ameritas Investment Company
Nebraska
$812K
KF
858
Krilogy Financial
Missouri
$810K +$44K +688 +6%
EARNEST Partners
859
EARNEST Partners
Georgia
$808K
TC
860
Trust Company
Kansas
$805K -$817K -12,768 -50%
WCM
861
Wealthcare Capital Management
Virginia
$804K
SMG
862
Smart Money Group
Texas
$788K +$397K +6,197 +100%
AWA
863
Alaska Wealth Advisors
Alaska
$785K -$712K -11,124 -47%
PP
864
Paloma Partners
Connecticut
$784K -$1.3M -20,277 -62%
DDPIC
865
Deroy & Devereaux Private Investment Counsel
Michigan
$783K
SIA
866
Soltis Investment Advisors
Utah
$779K -$197K -3,076 -20%
AFS
867
Axiom Financial Strategies
Indiana
$778K -$13.7K -214 -2%
EWMCB
868
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$775K
UR
869
USCA RIA
Texas
$770K -$6.4K -100 -0.8%
SFS
870
Sowell Financial Services
Arkansas
$769K -$61.9K -968 -7%
LIM
871
Leavell Investment Management
Alabama
$767K +$8.32K +130 +1%
HT
872
Heritage Trust
Oklahoma
$760K +$121K +1,888 +19%
WTFG
873
Wells Trecaso Financial Group
Ohio
$756K +$256K +4,000 +51%
CA
874
Cambridge Advisors
Nebraska
$755K
SG
875
StoneX Group
New York
$755K +$30.7K +479 +4%

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.