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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
FTIOP
1601
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$4.71M -72,213 Closed
AGA
1602
Accuvest Global Advisors
Utah
-$3.8M -58,290 Closed
Wellington Management Group
1603
Wellington Management Group
Massachusetts
-$3.46M -53,040 Closed
STA
1604
Summit Trail Advisors
New York
-$3.21M -49,278 Closed
TI
1605
Tidal Investments
Wisconsin
-$2.84M -43,586 Closed
SBA
1606
Secrest Blakey & Associates
North Carolina
-$2.8M -42,883 Closed
CC
1607
Claybrook Capital
Massachusetts
-$2.31M -35,449 Closed
N
1608
Natixis
France
-$2.23M -34,157 Closed
PPSG
1609
Princeton Portfolio Strategies Group
New Jersey
-$1.74M -26,634 Closed
SWA
1610
Stratos Wealth Advisors
Ohio
-$1.19M -18,241 Closed
AAA
1611
Adams Asset Advisors
Texas
-$1.13M -17,381 Closed
EP
1612
Edgestream Partners
New Jersey
-$819K -12,554 Closed
EW
1613
Evoke Wealth
California
-$793K -12,160 Closed
Axa
1614
Axa
France
-$624K -9,570 Closed
GSWM
1615
Golden State Wealth Management
California
-$599K -9,184 Closed
MAS
1616
Madden Advisory Services
Florida
-$540K -8,285 Closed
HF
1617
HRT Financial
New York
-$477K -7,319 Closed
HC
1618
HNP Capital
New York
-$452K -7,093 Closed
SCP
1619
Syntal Capital Partners
Texas
-$457K -7,012 Closed
CCB
1620
Cutter & Co Brokerage
Missouri
-$343K -5,260 Closed
FBC
1621
Fairfield, Bush & Co
Connecticut
-$329K -5,050 Closed
VAS
1622
Vestmark Advisory Solutions
Massachusetts
-$308K -4,724 Closed
PRS
1623
Pinkerton Retirement Specialists
Idaho
-$302K -4,626 Closed
CCM
1624
Canal Capital Management
Virginia
-$260K -3,988 Closed
WP
1625
WMS Partners
Maryland
-$257K -3,947 Closed

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.