We are live on ! Find out more
EFA icon

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
CFGS
1151
Concourse Financial Group Securities
Alabama
$300K +$6.59K +103 +2%
TCCM
1152
Timber Creek Capital Management
Massachusetts
$299K
WAG
1153
Winthrop Advisory Group
Massachusetts
$298K -$828K -12,944 -74%
SP
1154
Successful Portfolios
Florida
$297K
DSA
1155
Droms Strauss Advisors
Missouri
$297K +$299K +4,675 New
HCM
1156
HM Capital Management
Missouri
$294K
RPSA
1157
Richard P. Slaughter Associates
Texas
$294K +$296K +4,620 New
OWA
1158
One Wealth Advisors
California
$292K -$471K -7,368 -62%
SFI
1159
SPC Financial Inc
Maryland
$292K -$1.28K -20 -0.4%
GC
1160
Gibson Capital
Pennsylvania
$292K
SAM
1161
SignalPoint Asset Management
Missouri
$292K
CWP
1162
CFM Wealth Partners
Texas
$290K -$114K -1,775 -28%
AW
1163
Avion Wealth
Texas
$290K -$36.3K -567 -11%
BCM
1164
Buckhead Capital Management
Georgia
$290K
OFS
1165
Orrstown Financial Services
Pennsylvania
$289K -$3.33K -52 -1%
HCP
1166
Holt Capital Partners
Texas
$288K -$25.6K -400 -8%
LWA
1167
LWS Wealth Advisors
New Jersey
$288K +$7.93K +124 +3%
SCA
1168
SMH Capital Advisors
Texas
$288K +$55.1K +861 +23%
BIA
1169
Bigelow Investment Advisors
Maine
$287K
PFG
1170
Pacific Financial Group
Washington
$286K -$83.3K -1,301 -22%
MLL
1171
Moody Lynn & Lieberson
Massachusetts
$286K
IAIM
1172
International Assets Investment Management
Florida
$284K -$35.6K -556 -11%
PA
1173
PSI Advisors
Florida
$284K
AWA
1174
ARQ Wealth Advisors
Arizona
$282K -$512 -8 -0.2%
BJ
1175
Brouwer & Janachowski
California
$282K

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.