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
PGWM
876
Parisi Gray Wealth Management
New Jersey
$752K -$120K -1,869 -14%
MSAM
877
Moloney Securities Asset Management
Missouri
$752K +$38.1K +596 +5%
ETS
878
ESL Trust Services
New York
$751K -$19.2K -300 -2%
FAM
879
Formidable Asset Management
Ohio
$750K +$9.53K +149 +1%
WPP
880
Whalerock Point Partners
Rhode Island
$750K -$706K -11,033 -94%
RCA
881
Resonant Capital Advisors
Wisconsin
$746K -$402K -6,277 -35%
VFA
882
Voya Financial Advisors
Connecticut
$739K -$2.97M -46,473 -80%
GC
883
Garde Capital
Washington
$737K -$4.22K -66 -0.6%
WFA
884
Wade Financial Advisory
California
$736K
AIM
885
Avity Investment Management
Connecticut
$736K +$3.2K +50 +0.4%
Invesco
886
Invesco
Georgia
$731K -$22.1K -346 -3%
GHAM
887
Gilman Hill Asset Management
Connecticut
$729K
GFS
888
GYL Financial Synergies
Connecticut
$727K -$75.8K -1,185 -9%
APP
889
Avantax Planning Partners
Iowa
$727K -$11.8K -185 -2%
RWP
890
RWA Wealth Partners
Massachusetts
$723K -$12.9K -202 -2%
CFA
891
Cahill Financial Advisors
Minnesota
$713K
TG
892
TCW Group
California
$710K
LFG
893
LifePlan Financial Group
Ohio
$709K -$63.4K -991 -8%
OSNBOA
894
Old Second National Bank of Aurora
Illinois
$709K
AUB
895
Atlantic Union Bankshares
Virginia
$708K -$870K -13,589 -55%
PMFA
896
Plante Moran Financial Advisors
Michigan
$708K -$4.29K -67 -0.6%
LPIC
897
LeJeune Puetz Investment Counsel
Michigan
$705K
PNC
898
Park National Corp
Ohio
$704K
C
899
Certuity
Florida
$699K -$56K -875 -7%
PFC
900
Phocas Financial Corp
California
$699K

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.