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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
CWAF
1376
Core Wealth Advisors (Florida)
Florida
$269K +$261K +3,868 New
CFO
1377
CVA Family Office
Colorado
$269K +$262K +3,875 New
First Manhattan
1378
First Manhattan
New York
$266K +$34.6K +513 +15%
GAMC
1379
Garner Asset Management Corp
Texas
$265K +$5.07K +75 +2%
HFS
1380
HBC Financial Services
Washington
$263K +$256K +3,795 New
VC
1381
Vicus Capital
Pennsylvania
$262K +$1.89K +28 +0.7%
PWW
1382
Pettyjohn Wood & White
Virginia
$260K -$24.7K -365 -9%
BWM
1383
BerganKDV Wealth Management
Minnesota
$260K -$1.28K -19 -0.5%
GAM
1384
Gemmer Asset Management
California
$260K +$50.3K +744 +25%
SL
1385
Savior LLC
Massachusetts
$260K +$253K +3,746 New
EP
1386
EPIQ Partners
Minnesota
$260K +$253K +3,750 New
SL
1387
Stevard LLC
Illinois
$260K +$253K +3,750 New
LA
1388
Legacy Advisors
Pennsylvania
$258K -$22.2K -328 -8%
OWP
1389
Obermeyer Wealth Partners
Colorado
$257K
CCG
1390
Cypress Capital Group
Florida
$256K -$5.27K -78 -2%
VWA
1391
V Wealth Advisors
Kansas
$256K
UWM
1392
USAdvisors Wealth Management
Minnesota
$255K -$180K -2,666 -42%
RWM
1393
Reston Wealth Management
Virginia
$255K -$16.5K -245 -6%
AF
1394
Allworth Financial
California
$254K +$1.96K +29 +0.8%
OBGC
1395
O'Brien Greene & Co
Pennsylvania
$253K
PPW
1396
Parcion Private Wealth
Washington
$253K +$246K +3,638 New
MPW
1397
MA Private Wealth
California
$252K
FA
1398
Fiducient Advisors
Illinois
$252K +$245K +3,626 New
SAM
1399
Seelaus Asset Management
New Jersey
$251K -$17.6K -260 -7%
CSPIA
1400
Cary Street Partners Investment Advisory
Virginia
$251K +$244K +3,616 New

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.