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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
RWM
1176
RKL Wealth Management
Pennsylvania
$492K +$540 +8 +0.1%
TCA
1177
Transcend Capital Advisors
New Jersey
$492K +$478K +7,084 New
BOM
1178
Bank of Marin
California
$488K +$475K +7,032 New
WA
1179
Wealth Architects
California
$486K +$67.6K +1,001 +17%
AWA
1180
Arkadios Wealth Advisors
Georgia
$485K +$473K +6,998 New
PT
1181
Plimoth Trust
Massachusetts
$485K -$6.75K -100 -1%
VCP
1182
Vista Capital Partners
Oregon
$482K -$9.79K -145 -2%
TT
1183
TI-Trust
Illinois
$482K +$469K +6,941 New
AA
1184
Ancora Advisors
Ohio
$481K -$25.1K -371 -5%
SCA
1185
Stillwater Capital Advisors
Pennsylvania
$481K -$21.9K -324 -4%
GWM
1186
Greenwich Wealth Management
Connecticut
$476K
GIA
1187
Gladstone Institutional Advisory
Florida
$473K -$63K -933 -12%
CA
1188
Commerzbank Aktiengesellschaft
Germany
$472K
EIP
1189
Ellis Investment Partners
Pennsylvania
$472K +$88.5K +1,310 +24%
DSN
1190
D. Scott Neal
Kentucky
$469K
AWM
1191
Aberdeen Wealth Management
Illinois
$465K +$452K +6,697 New
FUBT
1192
First United Bank & Trust
Maryland
$464K +$6.42K +95 +1%
FNBOH
1193
First National Bank of Hutchinson
Kansas
$463K +$451K +6,674 New
OWM
1194
Orgel Wealth Management
Wisconsin
$461K -$3.24K -48 -0.7%
PA
1195
PSI Advisors
Florida
$461K +$449K +6,642 New
GLR
1196
Great Lakes Retirement
Ohio
$461K +$451K +6,684 New
MAA
1197
Matrix Asset Advisors
New York
$460K +$85.4K +1,264 +24%
IWP
1198
Icon Wealth Partners
Texas
$458K -$54.6K -809 -11%
AFM
1199
Abbot Financial Management
Massachusetts
$458K
BHTS
1200
Bar Harbor Trust Services
Maine
$455K +$443K +6,552 New

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.