We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,393 hedge funds and large institutions have $45.8B invested in iShares MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 404 increasing their positions, 661 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

0% more funds holding

Funds holding: 1,3891,393 (+4)

3.62% less ownership

Funds ownership: 81.08%77.46% (-3.6%)

7% less capital invested

Capital invested by funds: $49.3B → $45.8B (-$3.53B)

8% less funds holding in top 10

Funds holding in top 10: 213197 (-16)

39% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 661

57% less call options, than puts

Call options by funds: $3.86B | Put options by funds: $9.04B

Holders
1,393
Holders Change
+4
Holders Change %
+0.29%
% of All Funds
30.55%
Holding in Top 10
197
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.51%
% of All Funds
4.32%
New
79
Increased
404
Reduced
661
Closed
62
Calls
$3.86B
Puts
$9.04B
Net Calls
-$5.18B
Net Calls Change
+$6.87B
Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
1151
Ironwood Wealth Management (Arizona)
Arizona
$333K -$3.54K -55 -1%
BJ
1152
Brouwer & Janachowski
California
$333K
SWM
1153
SVA Wealth Management
Wisconsin
$332K
TFCP
1154
Twin Focus Capital Partners
Massachusetts
$331K
TI
1155
Trexquant Investment
Connecticut
$330K +$326K +5,054 New
FBC
1156
Fairfield, Bush & Co
Connecticut
$329K
Wealthfront Advisers
1157
Wealthfront Advisers
California
$329K +$21.6K +335 +7%
SIAP
1158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$328K -$51.6K -800 -14%
NWS
1159
Newport Wealth Strategies
California
$328K
KF
1160
Krilogy Financial
Missouri
$326K -$42.9K -666 -12%
SCI
1161
S&CO Inc
Massachusetts
$326K
CF
1162
Centaurus Financial
California
$325K -$1.29K -20 -0.4%
SIC
1163
Salem Investment Counselors
North Carolina
$319K +$1.93K +30 +0.6%
EI
1164
Ellevest Inc
New York
$316K +$119K +1,847 +62%
EFL
1165
ERn Financial LLC
Wisconsin
$313K
FAT
1166
First American Trust
California
$313K
CFGS
1167
Concourse Financial Group Securities
Alabama
$312K -$226K -3,500 -42%
PCTC
1168
Perkins Coie Trust Company
Washington
$311K
CRWM
1169
Castle Rock Wealth Management
California
$311K +$293K +4,550 New
VAS
1170
Vestmark Advisory Solutions
Massachusetts
$308K -$46.5K -721 -13%
CLOS
1171
Compagnie Lombard Odier SCmA
Switzerland
$308K
WC
1172
Weil Company
California
$308K +$304K +4,725 New
TCCM
1173
Timber Creek Capital Management
Massachusetts
$307K -$141K -2,186 -32%
BAM
1174
Baldrige Asset Management
Pennsylvania
$307K +$8.76K +136 +3%
TCM
1175
Tradewinds Capital Management
Washington
$306K

EFA Hedge Fund Activity: Q3 2019 in Review

1,393 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2019, worth a combined $45.8B — down 7.2% from $49.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EFA positions and 62 closed out — a net gain of 17 holders — while 404 added to existing stakes and 661 trimmed.

The largest buyer was Board of Trustees of The Leland Stanford Junior University, opening a new position worth an estimated $291M. The largest seller was BlackRock, cutting an estimated $2.59B.

  • 1,393 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2019, up from 1,389 in Q2 2019.
  • Funds reported $45.8B of iShares MSCI EAFE ETF stock for Q3 2019, down 7.2% quarter-over-quarter.
  • 79 funds opened new iShares MSCI EAFE ETF positions in Q3 2019 and 62 closed out, a net change of +17 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2019 was Board of Trustees of The Leland Stanford Junior University, an estimated $291M added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2019 was BlackRock, an estimated $2.59B sold.

Based on aggregated 13F filings for Q3 2019.