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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
MWPCG
1226
Measured Wealth Private Client Group
New Hampshire
$418K -$52.1K -771 -11%
MIC
1227
Meridian Investment Counsel
California
$417K
THWM
1228
Taylor Hoffman Wealth Management
Virginia
$417K
MMG
1229
Monetary Management Group
Missouri
$416K
TCM
1230
TD Capital Management
Tennessee
$415K +$1.22K +18 +0.3%
TC
1231
Truvestments Capital
Florida
$414K
PFSC
1232
Peoples Financial Services Corp
Pennsylvania
$413K -$6.75K -100 -2%
GCA
1233
Gradient Capital Advisors
California
$413K
BWFA
1234
Baltimore-Washington Financial Advisors
Maryland
$412K -$74.3K -1,100 -16%
SFPM
1235
Sensible Financial Planning & Management
Massachusetts
$412K -$18.9K -280 -5%
KCM
1236
Kathmere Capital Management
Pennsylvania
$411K +$399K +5,913 New
GPFA
1237
Game Plan Financial Advisors
Ohio
$411K +$400K +5,925 New
SP
1238
Successful Portfolios
Florida
$410K -$9.52K -141 -2%
RZH
1239
Relyea Zuckerberg Hanson
Connecticut
$410K +$398K +5,900 New
SVWAG
1240
Sound View Wealth Advisors Group
Georgia
$408K -$124K -1,834 -24%
PFG
1241
Pacific Financial Group
Washington
$408K -$5.4K -80 -1%
MS
1242
Madden Securities
Texas
$408K +$397K +5,885 New
BFG
1243
Barber Financial Group
Kansas
$407K +$396K +5,866 New
HDIM
1244
Hanson & Doremus Investment Management
Vermont
$406K +$13K +192 +3%
SCA
1245
SMH Capital Advisors
Texas
$404K -$5.07K -75 -1%
LBD
1246
Landsberg Bennett & Dubbaneh
Florida
$404K +$152K +2,257 +63%
CF
1247
Corrigan Financial
Rhode Island
$403K +$3.11K +46 +0.8%
FA
1248
FMA Advisory
Pennsylvania
$400K +$2.3K +34 +0.6%
KF
1249
Krilogy Financial
Missouri
$398K +$49.4K +732 +15%
RC
1250
Roundview Capital
New Jersey
$395K -$14.9K -220 -4%

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.