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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
NSB
1251
Norway Savings Bank
Maine
$395K
CSM
1252
CAMG Solamere Management
North Carolina
$394K -$14.3K -212 -4%
AMC
1253
Asset Management Corp
Illinois
$394K +$382K +5,657 New
ODIJL
1254
One Day In July LLC
Vermont
$392K -$7.83K -116 -2%
BIA
1255
Bigelow Investment Advisors
Maine
$392K +$1.89K +28 +0.5%
VHAM
1256
Van Hulzen Asset Management
California
$391K -$92.2K -1,365 -20%
ST
1257
Spinnaker Trust
Maine
$391K
MAWCM
1258
Mine & Arao Wealth Creation & Management
California
$391K +$380K +5,626 New
T
1259
TrueFG
Texas
$391K +$381K +5,636 New
BCMO
1260
Buckingham Capital Management (Ohio)
Ohio
$387K -$29.1K -431 -7%
HP
1261
HT Partners
Connecticut
$387K -$4.05K -60 -1%
EIA
1262
Eldridge Investment Advisors
New Hampshire
$386K -$67K -992 -15%
EK
1263
Evensky & Katz
Florida
$385K -$108K -1,602 -22%
FHA
1264
Flagship Harbor Advisors
Massachusetts
$384K -$36.5K -541 -9%
PG
1265
Prostatis Group
Maryland
$384K +$373K +5,527 New
MPM
1266
Meritage Portfolio Management
Kansas
$382K -$27.4K -405 -7%
WP
1267
WealthPLAN Partners
Nebraska
$378K -$377K -5,578 -51%
DP
1268
Dearborn Partners
Illinois
$378K -$23.6K -350 -6%
WA
1269
Wambolt & Associates
Colorado
$378K
FNFDCM
1270
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$377K -$10.1K -150 -3%
CIAS
1271
CBIZ Investment Advisory Services
Ohio
$377K
SIAP
1272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$376K +$26.3K +389 +8%
SFP
1273
Strategic Financial Partners
Oregon
$376K +$366K +5,419 New
SFG
1274
StrategIQ Financial Group
Indiana
$375K -$4.59K -68 -1%
ADL
1275
Asset Dedication LLC
California
$374K +$3.11K +46 +0.9%

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.