We are live on ! Find out more
EFA icon

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
CA
151
Calton & Associates
Florida
$20.8M -$1.65M -25,814 -7%
BCM
152
BTC Capital Management
Iowa
$20.8M +$2.48M +38,681 +13%
ZCM
153
Ziegler Capital Management
Illinois
$20.7M -$3.46M -54,110 -14%
VFA
154
Valeo Financial Advisors
Indiana
$20.5M -$319K -4,990 -2%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$20.4M
CA
156
Cetera Advisors
Colorado
$20.2M -$1.09M -16,994 -5%
FPCP
157
Fort Point Capital Partners
California
$20.1M +$1.53M +23,907 +8%
1SB
158
1ST Source Bank
Indiana
$19.9M -$1.23M -19,152 -6%
CCFM
159
Clear Creek Financial Management
Washington
$19.9M +$19.6M +305,721 +4,254%
LWA
160
Lenox Wealth Advisors
New York
$19.9M +$2.09M +32,587 +12%
JRP
161
Jasper Ridge Partners
California
$19.4M
PFPT
162
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.2M +$198K +3,098 +1%
TPCW
163
TD Private Client Wealth
New York
$18.9M -$1.42M -22,243 -7%
MC
164
Minot Capital
Colorado
$18.8M
EVM
165
Eaton Vance Management
Massachusetts
$18.7M -$180K -2,812 -1%
UB
166
UMB Bank
Missouri
$18.6M
CFB
167
Cullen/Frost Bankers
Texas
$18.4M -$340K -5,313 -2%
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$18.4M -$6.78M -106,000 -27%
PGA
169
Portland Global Advisors
Maine
$18.3M +$375K +5,862 +2%
EFSCE
170
Enterprise Financial Services Corp (EFSC)
Missouri
$18.3M +$3.29M +51,492 +22%
EWM
171
Evercore Wealth Management
New York
$18.2M -$1.62M -25,366 -8%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$18.2M -$6.88M -107,473 -27%
RMC
173
Regis Management Company
California
$18M -$1.29M -20,230 -7%
SW
174
SVB Wealth
Massachusetts
$17.9M -$514K -8,028 -3%
VFPI
175
Vantage Financial Partners (Illinois)
Illinois
$17.8M +$862K +13,475 +5%

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.