We are live on ! Find out more
EFA icon

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
FTI
876
Fiduciary Trust International
Massachusetts
$1.29M
LWCFA
877
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M -$14.9K -220 -1%
WCF
878
West Coast Financial
California
$1.28M +$9.19K +136 +0.7%
CWM
879
Cahaba Wealth Management
Georgia
$1.28M -$85.5K -1,266 -6%
GTAM
880
Global Trust Asset Management
Florida
$1.27M -$3.44K -51 -0.3%
FMW
881
Farr Miller & Washington
District of Columbia
$1.25M +$16.8K +249 +1%
WJWM
882
Williams Jones Wealth Management
New York
$1.25M -$270 -4 -0%
KPW
883
Kore Private Wealth
New York
$1.25M +$24.4K +362 +2%
VC
884
Veracity Capital
Georgia
$1.25M +$1.21M +17,938 New
CIP
885
Chartwell Investment Partners
Pennsylvania
$1.24M
EBT
886
Enterprise Bank & Trust
Massachusetts
$1.24M -$1.35K -20 -0.1%
RWMH
887
Riverpoint Wealth Management Holdings
Illinois
$1.24M +$9.86K +146 +0.8%
RVPG
888
Relative Value Partners Group
$1.23M +$608 +9 +0.1%
AIP
889
Ameritas Investment Partners
Nebraska
$1.23M +$163K +2,406 +16%
PNC
890
Park National Corp
Ohio
$1.23M -$38.2K -566 -3%
HPC
891
Hobart Private Capital
North Carolina
$1.22M -$149K -2,207 -11%
KIA
892
KCM Investment Advisors
California
$1.22M -$6.48K -96 -0.5%
PCIG
893
Partners Capital Investment Group
Massachusetts
$1.22M -$2.07M -30,655 -64%
PFC
894
Phocas Financial Corp
California
$1.21M
FMC
895
First Merchants Corp
Indiana
$1.21M -$20.3K -300 -2%
AWM
896
Altium Wealth Management
New York
$1.2M +$50.3K +745 +5%
LWIC
897
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.19M -$13.7K -203 -1%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$3.31K +49 +0.3%
BBA
899
BLB&B Advisors
Pennsylvania
$1.19M +$7.5K +111 +0.7%
FPIS
900
Financial Planning & Information Services
Wisconsin
$1.19M +$51.3K +760 +5%

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.