We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,307 hedge funds and large institutions have $59.5B invested in iShares MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 543 increasing their positions, 475 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

14% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 475

5% more funds holding in top 10

Funds holding in top 10: 222234 (+12)

1% more funds holding

Funds holding: 1,2931,307 (+14)

2.72% less ownership

Funds ownership: 78.95%76.23% (-2.7%)

11% less capital invested

Capital invested by funds: $66.7B → $59.5B (-$7.19B)

41% less call options, than puts

Call options by funds: $4.69B | Put options by funds: $7.97B

Holders
1,307
Holders Change
+14
Holders Change %
+1.08%
% of All Funds
29.95%
Holding in Top 10
234
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+5.41%
% of All Funds
5.36%
New
89
Increased
543
Reduced
475
Closed
60
Calls
$4.69B
Puts
$7.97B
Net Calls
-$3.28B
Net Calls Change
+$2.64B
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$13.4M
PP
252
PagnatoKarp Partners
Virginia
$13.4M -$1.48M -20,788 -10%
SFG
253
SNS Financial Group
Minnesota
$13.2M -$313K -4,393 -2%
CIA
254
Choate Investment Advisors
Massachusetts
$13.2M -$378K -5,306 -3%
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$13.1M -$12.6M -177,291 -48%
MM
256
Main Management
California
$13M +$182K +2,554 +1%
PCIG
257
Partners Capital Investment Group
Massachusetts
$12.9M +$347K +4,867 +3%
QIM
258
Quest Investment Management
Oregon
$12.9M +$37.4K +525 +0.3%
SPC
259
Salient Private Client
Texas
$12.7M +$890K +12,486 +7%
WPC
260
Waters Parkerson & Co
Louisiana
$12.6M +$2.25M +31,590 +21%
BA
261
Boston Advisors
Massachusetts
$12.4M -$295K -4,141 -2%
JIC
262
Johnson Investment Counsel
Ohio
$12.3M +$189K +2,644 +2%
GFP
263
Gryphon Financial Partners
Ohio
$12.3M +$684K +9,600 +6%
BDF
264
Balasa Dinverno & Foltz
$12.2M -$194K -2,717 -2%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1M -$4.86M -68,146 -28%
CWM
266
Calamos Wealth Management
Illinois
$12M +$830K +11,640 +7%
CPIM
267
Columbia Partners Investment Management
Virginia
$11.8M
CWM
268
Circle Wealth Management
New Jersey
$11.8M
SYBT
269
Stock Yards Bank & Trust
Kentucky
$11.8M +$155K +2,171 +1%
SNT
270
Security National Trust
West Virginia
$11.7M +$1.14M +16,034 +11%
CBB
271
Citizens Business Bank
California
$11.6M -$10.4M -145,433 -47%
Axa
272
Axa
France
$11.5M -$4.5M -63,100 -28%
BBHC
273
Brown Brothers Harriman & Co
New York
$11.4M -$354K -4,958 -3%
FMWA
274
Forvis Mazars Wealth Advisors
Missouri
$11.4M +$475K +6,657 +4%
RWA
275
Ropes Wealth Advisors
Massachusetts
$11.3M -$137K -1,915 -1%

EFA Hedge Fund Activity: Q1 2018 in Review

1,307 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2018, worth a combined $59.5B — down 11% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EFA positions and 60 closed out — a net gain of 29 holders — while 543 added to existing stakes and 475 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $605M. The largest seller was Bank of America, cutting an estimated $4.97B.

  • 1,307 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2018, up from 1,293 in Q4 2017.
  • Funds reported $59.5B of iShares MSCI EAFE ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 89 funds opened new iShares MSCI EAFE ETF positions in Q1 2018 and 60 closed out, a net change of +29 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2018 was Goldman Sachs, an estimated $605M added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2018 was Bank of America, an estimated $4.97B sold.

Based on aggregated 13F filings for Q1 2018.