We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,440 hedge funds and large institutions have $37.4B invested in iShares MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 798 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 76.21%77.03% (+0.82%)

9% less funds holding

Funds holding: 1,5841,440 (-144)

16% less funds holding in top 10

Funds holding in top 10: 224188 (-36)

24% less capital invested

Capital invested by funds: $49.2B → $37.4B (-$11.8B)

54% less repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 798

55% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 217

56% less call options, than puts

Call options by funds: $3.91B | Put options by funds: $8.95B

Holders
1,440
Holders Change
-144
Holders Change %
-9.09%
% of All Funds
31.73%
Holding in Top 10
188
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-16.07%
% of All Funds
4.14%
New
98
Increased
371
Reduced
798
Closed
217
Calls
$3.91B
Puts
$8.95B
Net Calls
-$5.04B
Net Calls Change
+$1.52B
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1476
ExodusPoint Capital Management
New York
-$3.24M -46,700 Closed
GSC
1477
G&S Capital
Colorado
-$3M -43,135 Closed
DA
1478
Duality Advisers
Florida
-$2.98M -42,873 Closed
OWD
1479
Osborn Williams & Donohoe
Ohio
-$2.93M -42,137 Closed
PCP
1480
Proficio Capital Partners
Massachusetts
-$2.89M -41,558 Closed
BZWA
1481
Blue Zone Wealth Advisors
California
-$2.71M -39,015 Closed
CAW
1482
Cornerstone Advisors (Washington)
Washington
-$2.58M -37,121 Closed
KM
1483
Kalos Management
Georgia
-$2.56M -36,838 Closed
P3I
1484
Progeny 3 Inc
Washington
-$2.5M -36,055 Closed
CSIA
1485
Charles Schwab Investment Advisory
California
-$2.29M -32,956 Closed
JWCA
1486
J.W. Cole Advisors
Florida
-$2.26M -32,574 Closed
BC
1487
Burleson & Co
California
-$2.25M -32,097 Closed
CFA
1488
Capstone Financial Advisors
Illinois
-$2.22M -32,000 Closed
BCP
1489
Blue Chip Partners
Michigan
-$2.21M -31,853 Closed
QIM
1490
Quantitative Investment Management
Virginia
-$2.16M -31,146 Closed
AIM
1491
Alhambra Investment Management
Florida
-$2.1M -30,252 Closed
AI
1492
ArchPoint Investors
Florida
-$2.04M -29,350 Closed
TCM
1493
Traynor Capital Management
Pennsylvania
-$1.81M -26,065 Closed
JCM
1494
Jag Capital Management
Missouri
-$1.78M -25,654 Closed
AF
1495
Aldebaran Financial
-$1.61M -23,217 Closed
BCM
1496
Bayesian Capital Management
New York
-$1.48M -21,300 Closed
WP
1497
WealthSource Partners
California
-$1.44M -20,742 Closed
AFP
1498
Ausdal Financial Partners
Iowa
-$1.35M -19,587 Closed
TI
1499
tru Independence
Oregon
-$929K -17,373 Closed
GI
1500
GS Investments
Minnesota
-$1.14M -17,078 Closed

EFA Hedge Fund Activity: Q1 2020 in Review

1,440 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2020, worth a combined $37.4B — down 24% from $49.2B a quarter earlier.

Sellers outnumbered buyers: 217 funds closed out of EFA and 98 opened new positions — a net loss of 119 holders — while 798 trimmed existing stakes and 371 added.

The largest buyer was Royal Bank of Canada, adding an estimated $655M. The largest seller was Fidelity Investments, cutting an estimated $385M.

  • 1,440 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2020, down from 1,584 in Q4 2019.
  • Funds reported $37.4B of iShares MSCI EAFE ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 98 funds opened new iShares MSCI EAFE ETF positions in Q1 2020 and 217 closed out, a net change of -119 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $655M added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2020 was Fidelity Investments, an estimated $385M sold.

Based on aggregated 13F filings for Q1 2020.