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iShares MSCI EAFE ETF

1,439 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, 797 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.85% more ownership

Funds ownership: 76.17%77.03% (+0.85%)

9% less funds holding

Funds holding: 1,5841,439 (-145)

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)

53% less repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 797

55% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 216

56% less call options, than puts

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

Holders
1,439
Holders Change
-145
Holders Change %
-9.15%
% of All Funds
31.65%
Holding in Top 10
188
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-16.07%
% of All Funds
4.13%
New
98
Increased
371
Reduced
797
Closed
216
Calls
$3.91B
Puts
$8.95B
Net Calls
-$5.04B
Net Calls Change
+$1.52B

EFA Hedge Fund Activity: Q1 2020 in Review

1,439 of the 4,547 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: 216 funds closed out of EFA and 98 opened new positions — a net loss of 118 holders — while 797 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.

  • 1,439 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 216 closed out, a net change of -118 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.