iShares MSCI EAFE ETF
EFA
1,288 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 424 increasing their positions, 557 reducing their positions, and 66 closing their positions.
12% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 66
0% more funds holding
Funds holding: 1,285 → 1,288 (+3)
0.95% less ownership
Funds ownership: 75.64% → 74.7% (-0.95%)
3% less capital invested
Capital invested by funds: $54.5B → $52.9B (-$1.68B)
6% less funds holding in top 10
Funds holding in top 10: 211 → 199 (-12)
24% less repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 557
75% less call options, than puts
Call options by funds: $3.63B | Put options by funds: $14.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$350M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$303M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$248M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$212M |
| 5 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$208M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.06B |
| 2 |
BlackRock
New York
|
-$640M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$518M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$379M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$226M |
EFA Hedge Fund Activity: Q3 2018 in Review
1,288 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2018, worth a combined $52.9B — down 3.1% from $54.5B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EFA positions and 66 closed out — a net gain of 8 holders — while 424 added to existing stakes and 557 trimmed.
The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $350M. The largest seller was JP Morgan Chase, cutting an estimated $1.06B.
- 1,288 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2018, up from 1,285 in Q2 2018.
- Funds reported $52.9B of iShares MSCI EAFE ETF stock for Q3 2018, down 3.1% quarter-over-quarter.
- 74 funds opened new iShares MSCI EAFE ETF positions in Q3 2018 and 66 closed out, a net change of +8 holders.
- The largest iShares MSCI EAFE ETF buyer in Q3 2018 was Liberty Mutual Group Asset Management, an estimated $350M added.
- The largest iShares MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $1.06B sold.
Based on aggregated 13F filings for Q3 2018.