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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
CRWM
1451
Castle Rock Wealth Management
California
-$350K -5,500 Closed
VHAM
1452
Van Hulzen Asset Management
California
-$334K -5,484 Closed
KA
1453
Kovack Advisors
Florida
-$324K -5,328 Closed
LC
1454
Lavaca Capital
Texas
-$337K -5,274 Closed
AIA
1455
Angeles Investment Advisors
California
-$313K -5,144 Closed
CWS
1456
Cypress Wealth Services
California
-$320K -5,007 Closed
MWA
1457
Meridian Wealth Advisors
Texas
-$302K -4,965 Closed
WA
1458
Wambolt & Associates
Colorado
-$286K -4,697 Closed
GC
1459
Gratus Capital
Georgia
-$251K -4,123 Closed
VWA
1460
V Wealth Advisors
Kansas
-$240K -3,944 Closed
OWP
1461
Obermeyer Wealth Partners
Colorado
-$225K -3,699 Closed
ACM
1462
AlphaStar Capital Management
North Carolina
-$232K -3,645 Closed
22CM
1463
20/20 Capital Management
California
-$223K -3,501 Closed
HCM
1464
Hudson Capital Management
New Jersey
-$222K -3,483 Closed
BL
1465
BFSG LLC
California
-$209K -3,434 Closed
SWP
1466
Summit Wealth Partners
Florida
-$206K -3,390 Closed
NWP
1467
Northstar Wealth Partners
Connecticut
-$206K -3,385 Closed
FWM
1468
Filbrandt Wealth Management
Wisconsin
-$134K -2,200 Closed
KBFS
1469
Kohmann Bosshard Financial Services
Ohio
-$131K -2,135 Closed
ACA
1470
Atlas Capital Advisors
Wyoming
-$129K -2,118 Closed
WR
1471
Watson Rebecca
-$114K -1,868 Closed
PA
1472
Perennial Advisors
New York
-$78K -1,274 Closed
MA
1473
Modus Advisors
Minnesota
-$75K -1,235 Closed
William Blair Investment Management
1474
William Blair Investment Management
Illinois
-$63K -1,035 Closed
SCA
1475
Stonebridge Capital Advisors
Minnesota
-$34K -558 Closed

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.