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
AWA
1001
Arkadios Wealth Advisors
Georgia
$481K +$62.1K +970 +15%
KFC
1002
Klingenstein Fields & Co
New York
$478K
BOM
1003
Bank of Marin
California
$477K -$8.57K -134 -2%
SCM
1004
SOL Capital Management
Maryland
$473K
SAS
1005
Stelac Advisory Services
New York
$472K
NPF
1006
Norris Perne & French
Michigan
$471K -$73.6K -1,150 -13%
ACM
1007
Armbruster Capital Management
New York
$470K -$26.2K -410 -5%
SWM
1008
Southern Wealth Management
Texas
$470K +$472K +7,377 New
EW
1009
Element Wealth
Mississippi
$467K
CBT
1010
Capital Bank & Trust
California
$466K -$103K -1,605 -18%
FIM
1011
Fernwood Investment Management
Massachusetts
$466K -$55.1K -861 -11%
BSAM
1012
Blue Sky Asset Management
Colorado
$465K -$970K -15,164 -68%
NFC
1013
Northeast Financial Consultants
Connecticut
$464K -$74.3K -1,161 -14%
TBNY
1014
Trustco Bank (New York)
New York
$464K
MWM
1015
Madison Wealth Management
Ohio
$462K +$5.76K +90 +1%
FG
1016
Fiduciary Group
Georgia
$460K
RZH
1017
Relyea Zuckerberg Hanson
Connecticut
$458K -$100K -1,565 -18%
TCWA
1018
Ten Capital Wealth Advisors
Washington
$457K +$459K +7,179 New
UWPG
1019
Ullmann Wealth Partners Group
Florida
$455K -$16.5K -258 -3%
MC
1020
Moors & Cabot
Massachusetts
$455K -$192 -3 -0%
AIM
1021
Anchor Investment Management
South Carolina
$454K
ATC
1022
Adirondack Trust Company
New York
$454K -$49.7K -776 -10%
AI
1023
Accredited Investors
Minnesota
$450K -$197K -3,077 -30%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$446K -$163K -2,551 -27%
KPWG
1025
KFA Private Wealth Group
Virginia
$445K -$20.2K -316 -4%

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.