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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
HCM
1126
HM Capital Management
Missouri
$577K
CMO
1127
Covenant Multifamily Offices
Texas
$574K +$207K +3,059 New
MCG
1128
McCollum Christoferson Group
New York
$572K
ATC
1129
Adirondack Trust Company
New York
$570K +$14.9K +220 +3%
NSAM
1130
North Star Asset Management
Wisconsin
$569K -$20.3K -300 -4%
KMWM
1131
Keudell/Morrison Wealth Management
Oregon
$567K
DHFB
1132
Dixon Hubard Feinour & Brown
Virginia
$564K +$101K +1,500 +23%
CST
1133
Charles Schwab Trust
Nevada
$559K +$55.4K +820 +11%
VDFA
1134
Vickerman & Driscoll Financial Advisors
Washington
$558K -$17.4K -257 -3%
AAM
1135
Autus Asset Management
Arizona
$557K +$11.8K +175 +2%
GAM
1136
Garrison Asset Management
Arkansas
$553K
QWM
1137
QP Wealth Management
New Jersey
$553K +$544K +8,051 New
PL
1138
Parthenon LLC
Kentucky
$552K
CFGS
1139
Concourse Financial Group Securities
Alabama
$552K +$214K +3,172 +66%
AC
1140
Alley Company
Illinois
$546K -$1.35K -20 -0.3%
NL
1141
NVWM LLC
Pennsylvania
$543K +$521K +7,708 +6,532%
DW
1142
Domani Wealth
Pennsylvania
$542K +$21.9K +324 +4%
UBS AM
1143
UBS AM
Illinois
$542K -$6.1M -90,290 -92%
VSWA
1144
Vontobel Swiss Wealth Advisors
Switzerland
$541K -$101K -1,500 -16%
OBWP
1145
O'Brien Wealth Partners
Massachusetts
$539K +$1.35K +20 +0.3%
SWA
1146
SFMG Wealth Advisors
Texas
$538K
MWM
1147
Meridian Wealth Management
Kentucky
$536K -$18K -267 -3%
OC
1148
Oarsman Capital
Wisconsin
$536K +$135 +2 +0%
B
1149
Bellecapital
Switzerland
$535K -$35.5K -525 -6%
BIA
1150
BHK Investment Advisors
Alabama
$529K -$169K -2,502 -25%

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.