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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
ACA
1476
Atlas Capital Advisors
Wyoming
$140K
RWML
1477
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$135K +$1.42K +21 +1%
SCM
1478
Silvant Capital Management
Georgia
$135K
NG
1479
NWK Group
California
$134K +$130K +1,930 New
JIR
1480
James Investment Research
Ohio
$124K +$3.38K +50 +3%
LWM
1481
Lenox Wealth Management
Ohio
$124K +$50.7K +750 +72%
RMAM
1482
Raab & Moskowitz Asset Management
New Jersey
$124K +$121K +1,791 New
BCI
1483
Brinker Capital Investments
Pennsylvania
$122K
AIC
1484
Archer Investment Corporation
Indiana
$118K +$52.1K +772 +84%
GWS
1485
Glassman Wealth Services
Virginia
$117K -$5.13K -76 -4%
MCA
1486
Mercer Capital Advisers
New Jersey
$116K
GFPC
1487
Global Financial Private Client
Florida
$116K +$112K +1,665 New
WEC
1488
Winslow Evans & Crocker
Massachusetts
$114K
PC
1489
Premise Capital
Illinois
$110K
VCP
1490
Verus Capital Partners
Arizona
$110K +$107K +1,582 New
PWMG
1491
Prestige Wealth Management Group
New Jersey
$109K -$2.7K -40 -2%
SFC
1492
SYM Financial Corp
Indiana
$106K +$103K +1,524 New
MF
1493
Manchester Financial
California
$105K +$102K +1,511 New
AWM
1494
Avondale Wealth Management
Texas
$104K
AA
1495
Argent Advisors
Louisiana
$104K +$102K +1,503 New
PCFFS
1496
Pacific Center for Financial Services
California
$103K -$11.5K -171 -10%
PP
1497
Pacifica Partners
Canada
$100K +$96.9K +1,435 New
SC
1498
Stratford Consulting
Texas
$100K +$97.1K +1,438 New
HIIFS
1499
Harel Insurance Investments & Financial Services
Israel
$96K
CL
1500
Cabana LLC
Arkansas
$90K +$87.5K +1,296 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.