We are live on ! Find out more
EFA icon

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
HCIA
1426
Hochman Cole Investment Advisors
Illinois
$230K
BF
1427
Blankinship & Foster
California
$227K +$2.43K +36 +1%
EWM
1428
EPG Wealth Management
Georgia
$227K +$221K +3,268 New
IAA
1429
Ironsides Asset Advisors
North Carolina
$226K
CFS
1430
CRA Financial Services
New Jersey
$226K +$203 +3 +0.1%
LCM
1431
Liberty Capital Management
Michigan
$224K +$218K +3,231 New
TP
1432
Tranquility Partners
Tennessee
$223K
CCA
1433
Column Capital Advisors
Indiana
$223K +$218K +3,222 New
PBF
1434
Petix & Botte Financial
California
$223K +$218K +3,232 New
CPA
1435
Capital Planning Advisors
California
$221K -$35.5K -526 -14%
NCM
1436
Next Capital Management
New York
$221K
MFG
1437
Merit Financial Group
Georgia
$220K +$214K +3,166 New
TPWA
1438
TRUE Private Wealth Advisors
Oregon
$215K +$878 +13 +0.4%
CAC
1439
Certified Advisory Corp
Florida
$215K +$16.1K +239 +8%
KOMWMG
1440
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$214K +$208K +3,080 New
LI
1441
Lafayette Investments
Maryland
$213K -$20.3K -300 -9%
CPC
1442
Consolidated Planning Corp
Georgia
$213K +$208K +3,073 New
PIA
1443
Perennial Investment Advisors
California
$211K +$205K +3,033 New
WBG
1444
Wharton Business Group
Pennsylvania
$211K +$206K +3,045 New
NP
1445
NorthRock Partners
Minnesota
$210K -$92.9K -1,376 -31%
PCWA
1446
Pacific Capital Wealth Advisors
California
$210K +$204K +3,024 New
SIM
1447
Sterling Investment Management
Arizona
$210K +$205K +3,028 New
MIC
1448
Means Investment Company
Maine
$208K +$200K +2,955 New
BWA
1449
BlueSky Wealth Advisors
North Carolina
$208K +$201K +2,980 New
PAM
1450
Peninsula Asset Management
Florida
$208K +$203K +3,000 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.