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
CS
1226
Cannell & Spears
New York
$250K +$251K +3,930 New
PFS
1227
Prospera Financial Services
Texas
$249K -$2.3M -35,906 -90%
AP
1228
Americana Partners
Texas
$246K
HIC
1229
Holderness Investments Company
North Carolina
$246K +$248K +3,871 New
TI
1230
tru Independence
Oregon
$245K +$247K +3,855 New
GIA
1231
GHP Investment Advisors
Colorado
$243K -$59.6K -931 -20%
GGI
1232
Godsey & Gibb Inc
Virginia
$243K -$14.4K -225 -6%
BIM
1233
Bridges Investment Management
Nebraska
$240K
EIA
1234
Eldridge Investment Advisors
New Hampshire
$240K
EFS
1235
Essex Financial Services
Connecticut
$239K +$240K +3,753 New
OAM
1236
Occidental Asset Management
California
$238K
PCTC
1237
Perkins Coie Trust Company
Washington
$238K
MFG
1238
Magnus Financial Group
New York
$236K
GAMC
1239
Garner Asset Management Corp
Texas
$234K -$1.92K -30 -0.8%
NA
1240
Nottingham Advisors
New York
$229K -$8.32K -130 -3%
HWM
1241
HighMark Wealth Management
Minnesota
$229K
CIAS
1242
CBIZ Investment Advisory Services
Ohio
$228K
SAM
1243
Seelaus Asset Management
New Jersey
$225K -$4.8K -75 -2%
GIM
1244
Greylin Investment Management
Virginia
$224K +$225K +3,512 New
C1AG
1245
Client 1st Advisory Group
Florida
$222K
GAG
1246
GM Advisory Group
New York
$222K
MMG
1247
Monetary Management Group
Missouri
$222K
RMCM
1248
Reynders McVeigh Capital Management
Massachusetts
$221K -$142K -2,213 -39%
CF
1249
Centaurus Financial
California
$221K -$11.1K -173 -5%
GIA
1250
Guyasuta Investment Advisors
Pennsylvania
$220K

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.