We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,129 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 408 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $43.3B → $50.7B (+$7.37B)

7% more funds holding in top 10

Funds holding in top 10: 190203 (+13)

3.13% more ownership

Funds ownership: 72.88%76.01% (+3.1%)

1% more funds holding

Funds holding: 1,1181,129 (+11)

13% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 470

69% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $9.39B

Holders
1,129
Holders Change
+11
Holders Change %
+0.98%
% of All Funds
28.11%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.05%
New
91
Increased
408
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B
Name Holding Trade Value Shares
Change
Change in
Stake
AL
251
Aspiriant LLC
California
$11M -$2.81M -46,499 -9%
CI
252
Cambiar Investors
Colorado
$11M -$61.1M -1,010,845 -85%
GRP
253
Global Retirement Partners
California
$10.9M +$1.67M +27,698 +19%
BAAM
254
Baker Avenue Asset Management
California
$10.8M +$9.55M +157,912 +988%
GG
255
Gofen & Glossberg
Illinois
$10.8M +$18K +298 +0.2%
CWM
256
Calamos Wealth Management
Illinois
$10.7M +$931K +15,399 +10%
QIM
257
Quest Investment Management
Oregon
$10.6M +$1.36M +22,546 +15%
CPIM
258
Columbia Partners Investment Management
Virginia
$10.6M
BAC
259
Boys Arnold & Co
North Carolina
$10.5M +$152K +2,521 +2%
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$10.4M -$1.12M -18,464 -10%
OC
261
Oppenheimer & Co
New York
$10.3M +$141K +2,325 +1%
GMA
262
Goldstein Munger & Associates
California
$10.2M -$127K -2,104 -1%
SFS
263
Summit Financial Strategies
Ohio
$10.2M +$92.1K +1,524 +0.9%
DCM
264
Dearborn Capital Management
Illinois
$10M -$548K -9,067 -5%
SI
265
SII Investments
Wisconsin
$10M +$1.57M +25,984 +19%
HPWM
266
Highland Private Wealth Management
Washington
$9.87M -$582K -9,630 -6%
AssetMark Inc
267
AssetMark Inc
California
$9.7M +$8.97M +148,304 +2,021%
IA
268
IFP Advisors
Florida
$9.6M +$6.66M +110,153 +251%
CWM
269
Circle Wealth Management
New Jersey
$9.5M +$90.7K +1,500 +1%
JG
270
Jefferies Group
New York
$9.47M +$4.42M +73,057 +92%
BCA
271
Bray Capital Advisors
Florida
$9.36M +$55.7K +922 +0.6%
MC
272
Martin & Co
Tennessee
$9.24M +$549K +9,085 +7%
COI
273
Connable Office Inc
Michigan
$9.23M +$8.96M +148,197 New
ANB
274
Amarillo National Bank
Texas
$9.19M +$7.19K +119 +0.1%
ACM
275
AUA Capital Management
Pennsylvania
$9.14M +$1.33M +22,078 +18%

EFA Hedge Fund Activity: Q1 2017 in Review

1,129 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2017, worth a combined $50.7B — up 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EFA positions and 64 closed out — a net gain of 27 holders — while 408 added to existing stakes and 470 trimmed.

The largest buyer was BlackRock, adding an estimated $4.31B. The largest seller was Raymond James & Associates, cutting an estimated $589M.

  • 1,129 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2017, up from 1,118 in Q4 2016.
  • Funds reported $50.7B of iShares MSCI EAFE ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 91 funds opened new iShares MSCI EAFE ETF positions in Q1 2017 and 64 closed out, a net change of +27 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2017 was BlackRock, an estimated $4.31B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2017 was Raymond James & Associates, an estimated $589M sold.

Based on aggregated 13F filings for Q1 2017.