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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
HR
1301
Howe & Rusling
New York
$142K
BAM
1302
Bellevue Asset Management
Washington
$139K -$92.1K -1,439 -40%
EI
1303
Ellevest Inc
New York
$136K -$9.6K -150 -7%
CAAS
1304
Capital Asset Advisory Services
Michigan
$131K -$174K -2,720 -57%
NG
1305
NWK Group
California
$130K +$3.2K +50 +3%
CAL
1306
Capital Analysts LLC
Pennsylvania
$128K -$219K -3,416 -63%
RWML
1307
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$125K
CFO
1308
CVA Family Office
Colorado
$124K
SCM
1309
Silvant Capital Management
Georgia
$123K
FFC
1310
First Financial Corp
Indiana
$123K +$8K +125 +7%
WPA
1311
West Paces Advisors
Georgia
$123K
HWA
1312
HHM Wealth Advisors
Tennessee
$120K +$29.4K +459 +32%
OC
1313
Oakworth Capital
Alabama
$118K -$43.3K -677 -27%
AIA
1314
Armor Investment Advisors
North Carolina
$117K -$32.3K -505 -22%
CCA
1315
Column Capital Advisors
Indiana
$106K
MCA
1316
Mercer Capital Advisers
New Jersey
$106K
WEC
1317
Winslow Evans & Crocker
Massachusetts
$101K
BW
1318
Bison Wealth
Georgia
$100K -$1.47K -23 -1%
DOA
1319
D'Orazio & Associates
Virginia
$99K -$80.6K -1,260 -45%
PCIA
1320
Prime Capital Investment Advisors
Kansas
$91K -$25.9K -405 -22%
MIM
1321
Macroview Investment Management
Maryland
$90K -$3.13K -49 -3%
PP
1322
Pacifica Partners
Canada
$87K
EP
1323
Eudaimonia Partners
Tennessee
$84K -$704 -11 -0.8%
TFGT
1324
TS Financial Group (TSFG)
Illinois
$82K
GWMIA
1325
Global Wealth Management Investment Advisory
Florida
$82K +$9.6K +150 +13%

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.