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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
IA
201
IFP Advisors
Florida
$14.3M +$12M +187,469 +502%
FCH
202
Freestone Capital Holdings
Washington
$14.2M +$8.57K +134 +0.1%
PP
203
Palladium Partners
Virginia
$14.2M -$511K -7,984 -3%
MPW
204
Monterey Private Wealth
California
$14.2M -$20K -313 -0.1%
IA
205
IFG Advisors
Missouri
$14.2M +$483K +7,544 +3%
IC
206
IEQ Capital
California
$14.2M +$71.9K +1,124 +0.5%
SFG
207
SNS Financial Group
Minnesota
$14.1M +$273K +4,264 +2%
SL
208
Salomon & Ludwin
Virginia
$14M -$493K -7,707 -3%
JIC
209
Johnson Investment Counsel
Ohio
$13.9M +$312K +4,882 +2%
MIM
210
MetLife Investment Management
New Jersey
$13.9M -$9.6M -150,000 -41%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$13.7M -$301K -4,701 -2%
HBT
212
Hills Bank & Trust
Iowa
$13.5M +$5.38M +84,136 +66%
EWA
213
EP Wealth Advisors
California
$13.5M -$1.45M -22,707 -10%
BJL
214
Brighton Jones LLC
Washington
$13.4M +$201K +3,138 +2%
HFA
215
Hoover Financial Advisors
Pennsylvania
$13.2M -$1.52M -23,695 -10%
MMA
216
Miracle Mile Advisors
California
$13.2M +$1.04M +16,229 +8%
FFBTD
217
First Financial Bank - Trust Division
Ohio
$13.2M +$94.5K +1,477 +0.7%
QIM
218
Quantitative Investment Management
Virginia
$13.2M +$10.5M +163,537 +374%
EP
219
Edgestream Partners
New Jersey
$13.1M +$13.2M +206,145 New
SPIA
220
Steward Partners Investment Advisory
New York
$13M -$341K -5,329 -3%
FNBT
221
FineMark National Bank & Trust
Florida
$12.8M -$1.03M -16,138 -7%
FCFC
222
First Commonwealth Financial Corp
Pennsylvania
$12.7M +$394K +6,160 +3%
SIA
223
Strategic Investment Advisors
Michigan
$12.7M +$339K +5,305 +3%
GCC
224
Guardian Capital (Canada)
Ontario, Canada
$12.6M +$2.89M +45,100 +30%
PW
225
Price Wealth
Texas
$12.6M -$32.3K -504 -0.3%

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.