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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
MFG
901
Magnus Financial Group
New York
$1.19M +$154K +2,283 +15%
Carson Wealth (CWM LLC)
902
Carson Wealth (CWM LLC)
Nebraska
$1.18M
FTC
903
Farmers Trust Company
Ohio
$1.18M +$89.3K +1,322 +8%
EPWM
904
Essex Private Wealth Management
Massachusetts
$1.17M +$1.14M +16,916 New
CBFP
905
Cedar Brook Financial Partners
Ohio
$1.17M -$96.7K -1,431 -8%
HFS
906
Howard Financial Services
Texas
$1.17M -$243K -3,593 -18%
UWPG
907
Ullmann Wealth Partners Group
Florida
$1.17M -$184K -2,726 -14%
RG
908
Rikoon Group
New Mexico
$1.17M +$3.51K +52 +0.3%
FIM
909
Fernwood Investment Management
Massachusetts
$1.16M -$47.8K -707 -4%
WCM
910
Wealthcare Capital Management
Virginia
$1.16M +$2.9K +43 +0.3%
TCPWM
911
Traverso Chambers Private Wealth Management
California
$1.16M +$171K +2,533 +18%
ME
912
McIlrath & Eck
Washington
$1.15M -$27.2K -403 -2%
CWM
913
Cornerstone Wealth Management
Missouri
$1.15M -$16.7K -247 -1%
BFA
914
Beaumont Financial Advisors
Massachusetts
$1.15M +$526K +7,794 +89%
UBV
915
United Bank (Virginia)
Virginia
$1.15M +$84.4K +1,250 +8%
GI
916
GS Investments
Minnesota
$1.14M +$1.15M +17,078 New
KLCM
917
KG&L Capital Management
Louisiana
$1.14M +$5.81K +86 +0.5%
EWM
918
Empirical Wealth Management
Washington
$1.14M +$52.1K +771 +5%
CTA
919
Colonial Trust Advisors
South Carolina
$1.14M -$69.1K -1,023 -6%
GA
920
GFS Advisors
Texas
$1.13M -$37.3K -552 -3%
ACA
921
Affinity Capital Advisors
California
$1.13M +$1.1M +16,312 New
FCB
922
First Command Bank
Texas
$1.12M +$45.5K +674 +4%
FCFS
923
First Command Financial Services
Texas
$1.12M +$45.5K +674 +4%
EA
924
Elm Advisors
California
$1.12M +$50.7K +750 +5%
LCC
925
Lincoln Capital Corp
Rhode Island
$1.12M -$7.29K -108 -0.7%

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.