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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
V
1026
VeraBank
Texas
$444K -$44.2K -691 -9%
CFS
1027
Cannon Financial Strategists
Georgia
$443K -$3.58K -56 -0.8%
OC
1028
Oarsman Capital
Wisconsin
$443K -$6.53K -102 -1%
LPT
1029
Legacy Private Trust
Wisconsin
$443K +$22.5K +352 +5%
FMC
1030
First Merchants Corp
Indiana
$440K -$43K -672 -9%
AOWM
1031
Alpha Omega Wealth Management
Virginia
$439K
BCM
1032
Brookstone Capital Management
Illinois
$439K +$10.2K +160 +2%
IFG
1033
Independent Financial Group
California
$439K +$22.8K +356 +5%
DACG
1034
Donor Advised Charitable Giving
California
$438K +$183K +2,855 +71%
EIP
1035
Ellis Investment Partners
Pennsylvania
$436K +$43.9K +686 +11%
IP
1036
Intellectus Partners
California
$435K -$169K -2,647 -28%
HWM
1037
Howard Wealth Management
Connecticut
$431K +$18.5K +289 +4%
DCM
1038
Donaldson Capital Management
Indiana
$428K +$31.8K +497 +8%
DHFB
1039
Dixon Hubard Feinour & Brown
Virginia
$426K -$33.6K -525 -7%
AWM
1040
Aberdeen Wealth Management
Illinois
$426K +$429K +6,697 New
SWM
1041
Stockman Wealth Management
Montana
$425K -$320 -5 -0.1%
AC
1042
Alley Company
Illinois
$424K
BWA
1043
Beam Wealth Advisors
Louisiana
$421K +$42.4K +662 +11%
GWM
1044
Greenwich Wealth Management
Connecticut
$419K -$13.7K -214 -3%
MPI
1045
Mairs & Power Inc
Minnesota
$419K +$21.8K +340 +5%
HA
1046
Harborview Advisors
Maine
$418K +$37.8K +590 +10%
TFA
1047
Tobias Financial Advisors
Florida
$417K -$3.71K -58 -0.9%
CWM
1048
Calamos Wealth Management
Illinois
$417K +$5.76K +90 +1%
WA
1049
Wealth Architects
California
$416K -$16K -250 -4%
KIA
1050
KCM Investment Advisors
California
$414K -$35.5K -555 -8%

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.