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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
ZF
976
Zhang Financial
Michigan
$975K +$253K +3,739 +36%
BB
977
Bell Bank
North Dakota
$964K +$938K +13,886 New
LPIC
978
LeJeune Puetz Investment Counsel
Michigan
$961K
NNP
979
Nachman Norwood & Parrott
South Carolina
$953K
SS
980
Sunbelt Securities
Texas
$952K +$351K +5,200 +15%
PFA
981
Pure Financial Advisors
California
$948K +$5.27K +78 +0.6%
CCM
982
Carlson Capital Management
Minnesota
$942K +$146K +2,160 +19%
KCM
983
Kanawha Capital Management
Virginia
$938K +$59.6K +883 +7%
AIM
984
Allen Investment Management
New York
$931K
OWA
985
Outlook Wealth Advisors
Texas
$930K -$1.12M -16,630 -55%
TI
986
tru Independence
Oregon
$929K +$1.17M +17,373 New
SWM
987
Southern Wealth Management
Texas
$922K +$897K +13,274 New
MBTD
988
Mechanics Bank - Trust Department
California
$918K -$21.3K -315 -2%
FIMS
989
FBL Investment Management Services
Iowa
$917K
BC
990
Burney Company
Virginia
$914K +$2.36K +35 +0.3%
SAM
991
Strategy Asset Managers
California
$914K +$888K +13,152 New
SPP
992
Single Point Partners
Massachusetts
$914K +$889K +13,163 New
QCM
993
Quadrant Capital Management
New Jersey
$911K
PBO
994
Peoples Bank (Ohio)
Ohio
$910K +$31.1K +460 +4%
FWM
995
Frontier Wealth Management
Missouri
$909K -$25K -370 -3%
WFA
996
Wade Financial Advisory
California
$904K +$880K +13,025 New
APP
997
Avantax Planning Partners
Iowa
$896K -$182K -2,698 -17%
LFA
998
Legacy Financial Advisors
Kentucky
$893K -$14.5K -215 -2%
MWM
999
Marietta Wealth Management
Georgia
$893K
SXL
1000
Summit X LLC
Missouri
$892K -$8.98K -133 -1%

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.