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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$54.9M -$8.46M -132,154 -13%
BUB
77
BBVA USA Bancshares
Texas
$54.8M +$3.18M +49,738 +6%
IA
78
Independence Advisors
Pennsylvania
$53.5M +$2.57M +40,201 +5%
Osaic Holdings
79
Osaic Holdings
Arizona
$52.9M -$969K -15,148 -2%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$52.4M +$697K +10,891 +1%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$52.3M -$44.6M -697,650 -46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
82
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50.9M +$51.2M +800,000 New
OMC
83
Old Mission Capital
Illinois
$49.2M +$49.4M +772,410 New
COI
84
Connable Office Inc
Michigan
$49.2M -$477K -7,452 -1%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$48.6M +$20.4M +318,928 +72%
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$47.5M -$113M -1,759,332 -70%
MA
87
MCF Advisors
Kentucky
$47.5M +$283K +4,428 +0.6%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$47.3M -$3.29M -51,376 -6%
BDF
89
Balasa Dinverno & Foltz
$46.9M -$142K -2,224 -0.3%
Jane Street
90
Jane Street
New York
$46.8M +$46.8M +731,878 +17,640%
PAS
91
Park Avenue Securities
New York
$46.6M -$1.58M -24,767 -3%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$45.6M
William Blair & Company
93
William Blair & Company
Illinois
$45M -$2.73M -42,592 -6%
AIG
94
American International Group
New York
$45M -$1.87M -29,200 -4%
HP
95
HT Partners
Connecticut
$44.6M -$31.5K -492 -0.1%
AllianceBernstein
96
AllianceBernstein
Tennessee
$44.6M -$7.27M -113,636 -14%
FTUS
97
Flow Traders U.S.
New York
$43.8M +$44M +688,011 New
HSBC Holdings
98
HSBC Holdings
United Kingdom
$41.7M -$10.9M -170,228 -21%
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
$41.1M +$452K +7,069 +1%
LIA
100
LBMC Investment Advisors
Tennessee
$40.8M -$942K -14,721 -2%

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.