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
GAMC
1576
Garner Asset Management Corp
Texas
-$265K -3,823 Closed
EP
1577
EPIQ Partners
Minnesota
-$260K -3,750 Closed
PWW
1578
Pettyjohn Wood & White
Virginia
-$260K -3,741 Closed
LA
1579
Legacy Advisors
Pennsylvania
-$258K -3,713 Closed
OWP
1580
Obermeyer Wealth Partners
Colorado
-$257K -3,699 Closed
CCG
1581
Cypress Capital Group
Florida
-$256K -3,676 Closed
UWM
1582
USAdvisors Wealth Management
Minnesota
-$255K -3,676 Closed
OBGC
1583
O'Brien Greene & Co
Pennsylvania
-$253K -3,645 Closed
MPW
1584
MA Private Wealth
California
-$252K -3,636 Closed
FA
1585
Fiducient Advisors
Illinois
-$252K -3,626 Closed
CSPIA
1586
Cary Street Partners Investment Advisory
Virginia
-$251K -3,616 Closed
SAM
1587
Seelaus Asset Management
New Jersey
-$251K -3,615 Closed
SIC
1588
Samalin Investment Counsel
New York
-$250K -3,614 Closed
GBBWRPM
1589
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$250K -3,606 Closed
RIA
1590
Realta Investment Advisors
Delaware
-$244K -3,582 Closed
GC
1591
Grace Capital
Massachusetts
-$249K -3,580 Closed
DLHL
1592
Donald L. Hagan LLC
Florida
-$249K -3,569 Closed
EWM
1593
Evermay Wealth Management
Virginia
-$247K -3,555 Closed
HFA
1594
Huber Financial Advisors
Illinois
-$247K -3,552 Closed
HIS
1595
Harvest Investment Services
Illinois
-$246K -3,551 Closed
22CM
1596
20/20 Capital Management
California
-$246K -3,528 Closed
HCM
1597
Hudson Capital Management
New Jersey
-$239K -3,525 Closed
SW
1598
SlateStone Wealth
Florida
-$241K -3,474 Closed
PI
1599
Parkside Investments
Illinois
-$238K -3,441 Closed
TP
1600
Truvvo Partners
New York
-$216K -3,404 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.