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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
WCA
1101
Windsor Creek Advisors
Vermont
$347K
BCMO
1102
Buckingham Capital Management (Ohio)
Ohio
$344K +$1.09K +17 +0.3%
FNBOH
1103
First National Bank of Hutchinson
Kansas
$342K
AFM
1104
Abbot Financial Management
Massachusetts
$341K -$25.6K -400 -7%
CIP
1105
Cornerstone Investment Partners
Georgia
$340K +$15.7K +246 +5%
SWMG
1106
Strategic Wealth Management Group
Maryland
$339K +$341K +5,331 New
AWM
1107
Altium Wealth Management
New York
$338K -$576 -9 -0.2%
FSG
1108
Financial Strategies Group
Michigan
$338K +$340K +5,314 New
FCB
1109
First Command Bank
Texas
$337K -$226K -3,537 -40%
FCFS
1110
First Command Financial Services
Texas
$337K -$226K -3,537 -40%
QWM
1111
QP Wealth Management
New Jersey
$337K -$64K -1,000 -16%
SFP
1112
Strategic Financial Partners
Oregon
$337K -$4.8K -75 -1%
IFA
1113
Interactive Financial Advisors
Illinois
$335K +$18.6K +290 +6%
PTB
1114
Pioneer Trust Bank
Oregon
$331K
WCM Investment Management
1115
WCM Investment Management
California
$331K +$50.2K +785 +18%
HA
1116
HYA Advisors
Missouri
$330K -$25.4K -397 -7%
BS
1117
Boenning & Scattergood
Pennsylvania
$329K -$9.28K -145 -3%
ST
1118
Spinnaker Trust
Maine
$329K -$1.09K -17 -0.3%
FA
1119
FC Advisory
Pennsylvania
$329K +$1.73K +27 +0.5%
MWM
1120
MorganRosel Wealth Management
Colorado
$327K
SVWAG
1121
Sound View Wealth Advisors Group
Georgia
$325K -$66.5K -1,039 -17%
FNBTCON
1122
First National Bank & Trust Co of Newtown
Pennsylvania
$325K -$2.56K -40 -0.8%
SSG
1123
Summit Securities Group
New York
$325K
WP
1124
WealthPLAN Partners
Nebraska
$324K -$4.42K -69 -1%
FFA
1125
First Foundation Advisors
California
$322K -$247K -3,856 -43%

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.