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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
CC
926
Cedar Capital
Illinois
$1.12M +$21.5K +319 +2%
LC
927
LCNB Corp
Ohio
$1.12M +$37.5K +555 +4%
SDWMA
928
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M +$144K +2,132 +15%
HI
929
Hudock Inc
Pennsylvania
$1.12M -$17K -251 -2%
BPC
930
Banque Pictet & Cie
Switzerland
$1.11M -$101K -1,500 -9%
PNAA
931
Pictet North America Advisors
Switzerland
$1.11M -$101K -1,500 -9%
TI
932
Trexquant Investment
Connecticut
$1.11M +$738K +10,931 +216%
NPA
933
Nichols & Pratt Advisers
Massachusetts
$1.1M -$280K -4,150 -21%
AIM
934
Aspen Investment Management
Michigan
$1.1M -$33.8K -500 -3%
CAM
935
ClariVest Asset Management
California
$1.1M +$277K +4,100 +35%
HCM
936
Hillman Capital Management
Maryland
$1.1M +$1.07M +15,845 New
WANY
937
Wealthspire Advisors (New York)
New York
$1.09M +$84K +1,244 +9%
DTC
938
Davidson Trust Company
Washington
$1.09M +$1.06M +15,711 New
SC
939
Savant Capital
Illinois
$1.09M -$18.6K -276 -2%
SI
940
SimpliFi Inc
California
$1.08M +$31.9K +473 +3%
SMFS
941
Squar Milner Financial Services
California
$1.08M +$616K +9,126 +143%
LRIC
942
Long Road Investment Counsel
Michigan
$1.08M -$214K -3,163 -17%
WIC
943
Woodmont Investment Counsel
Tennessee
$1.07M -$338 -5 -0%
BCM
944
BTR Capital Management
California
$1.07M -$40.5K -600 -4%
RMCM
945
Reynders McVeigh Capital Management
Massachusetts
$1.06M -$96.2K -1,425 -9%
AW
946
Avion Wealth
Texas
$1.06M -$61.7K -914 -6%
PMFA
947
Plante Moran Financial Advisors
Michigan
$1.06M -$484K -7,170 -32%
CG
948
Cynosure Group
Utah
$1.05M
SLF
949
Sun Life Financial
Ontario, Canada
$1.05M -$591K -8,750 -37%
IP
950
Intellectus Partners
California
$1.05M +$181K +2,678 +21%

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.