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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
VCP
1126
Vista Capital Partners
Oregon
$322K
TCA
1127
Transcend Capital Advisors
New Jersey
$322K +$324K +5,056 New
TWP
1128
TFO Wealth Partners
Ohio
$321K
SIAP
1129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K
ACI
1130
Alpha Cubed Investments
California
$319K -$676K -10,565 -68%
MFGP
1131
Marshall Financial Group (Pennsylvania)
Pennsylvania
$319K
SWP
1132
Strategic Wealth Partners
Ohio
$318K -$63.5K -993 -17%
KCPG
1133
Kavar Capital Partners Group
Kansas
$316K
PAIM
1134
Punch & Associates Investment Management
Minnesota
$314K
SPA
1135
Sentinel Pension Advisors
Massachusetts
$314K +$35.1K +549 +13%
LWM
1136
Laidlaw Wealth Management
New York
$314K +$78.3K +1,223 +33%
NSB
1137
Norway Savings Bank
Maine
$313K -$63.9K -999 -17%
MWPCG
1138
Measured Wealth Private Client Group
New Hampshire
$313K -$40.7K -636 -11%
CTA
1139
Colonial Trust Advisors
South Carolina
$313K -$25K -390 -7%
PT
1140
Plimoth Trust
Massachusetts
$312K -$25.3K -395 -7%
EK
1141
Evensky & Katz
Florida
$311K -$33.1K -517 -10%
RTS
1142
Round Table Services
New Jersey
$308K -$57K -890 -16%
CFFP
1143
Center for Financial Planning
Michigan
$307K -$27.8K -434 -8%
PFSC
1144
Peoples Financial Services Corp
Pennsylvania
$305K -$32K -500 -9%
EGA
1145
Eagle Global Advisors
Texas
$304K
HCA
1146
Horan Capital Advisors
Ohio
$304K
JFA
1147
JNBA Financial Advisors
Minnesota
$302K -$3.65K -57 -1%
BA
1148
Ballast Advisors
Minnesota
$301K -$26.9K -421 -8%
FNFDCM
1149
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$300K -$45K -704 -13%
CLOS
1150
Compagnie Lombard Odier SCmA
Switzerland
$300K

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.