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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
BWP
1351
Baldwin Wealth Partners
Massachusetts
$286K +$73.1K +1,083 +36%
RPSA
1352
Richard P. Slaughter Associates
Texas
$286K +$278K +4,121 New
SFI
1353
SPC Financial Inc
Maryland
$285K
SWM
1354
Sugarloaf Wealth Management
Georgia
$285K +$277K +4,106 New
IC
1355
Inverness Counsel
New York
$283K
RIM
1356
Regent Investment Management
Kentucky
$283K
WCWM
1357
Willow Creek Wealth Management
California
$282K -$2.63K -39 -1%
WG
1358
Welch Group
Alabama
$282K
AIS
1359
American Investment Services
Massachusetts
$281K
BIM
1360
Bridges Investment Management
Nebraska
$281K
JPMIA
1361
J.P. Marvel Investment Advisors
Massachusetts
$281K
FA
1362
FC Advisory
Pennsylvania
$281K +$810 +12 +0.3%
WCM
1363
WealthBridge Capital Management
Ohio
$281K +$30.1K +446 +12%
5L
1364
55I LLC
Massachusetts
$280K
MWM
1365
MorganRosel Wealth Management
Colorado
$279K
HWA
1366
Hillcrest Wealth Advisors
New Jersey
$278K
IUHSA
1367
Itau Unibanco Holding S.A.
Brazil
$276K -$38.1M -564,100 -99%
DACG
1368
Donor Advised Charitable Giving
California
$276K -$32.5K -481 -11%
BSA
1369
Bull Street Advisors
Georgia
$275K
SEIA
1370
Signature Estate & Investment Advisors
California
$274K -$13.1K -194 -5%
HF
1371
Halpern Financial
Virginia
$272K +$265K +3,919 New
CCA
1372
Conservest Capital Advisors
Pennsylvania
$272K -$35.5K -526 -12%
VCAM
1373
Van Cleef Asset Management
Ohio
$272K
BCP
1374
Berkeley Capital Partners
Georgia
$271K +$20.6K +305 +8%
FI
1375
Financial Insights
Washington
$269K

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.