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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
BOTOTLSJU
26
Board of Trustees of The Leland Stanford Junior University
California
$242M +$235M +3,879,202 New
Citigroup
27
Citigroup
New York
$238M +$26.2M +432,859 +13%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$209M -$36.9M -610,437 -15%
SB
29
Suntrust Banks
Georgia
$204M -$26.5M -438,093 -12%
State Board of Administration of Florida Retirement System
30
State Board of Administration of Florida Retirement System
Florida
$201M
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$191M +$18.8M +311,585 +11%
CIBC Asset Management
32
CIBC Asset Management
Ontario, Canada
$185M +$3.7M +61,249 +2%
Creative Planning
33
Creative Planning
Kansas
$181M -$834K -13,792 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
34
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$177M +$171M +2,835,501 New
MOACM
35
Mutual of America Capital Management
New York
$156M +$6.86M +113,458 +5%
TCIM
36
TIAA CREF Investment Management
New York
$139M +$33.1M +547,228 +33%
Prudential Financial
37
Prudential Financial
New Jersey
$136M -$4.8M -79,379 -4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$131M +$127M +2,100,985 New
QI
39
QS Investors
New York
$125M +$2.62M +43,293 +2%
Truist Financial
40
Truist Financial
North Carolina
$125M +$11.8M +194,855 +11%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$122M +$22.4M +370,906 +23%
Bessemer Group
42
Bessemer Group
New Jersey
$121M +$10.3M +169,958 +10%
SF
43
Synovus Financial
Georgia
$118M +$4.27M +70,592 +4%
QIM
44
Quantitative Investment Management
Virginia
$117M +$114M +1,886,100 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$114M -$10.5M -173,885 -9%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114M +$111M +1,828,068 New
RFC
47
Regions Financial Corp
Alabama
$110M +$1.17M +19,380 +1%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$109M +$105M +1,743,367 New
ABTD
49
Arvest Bank Trust Division
Oklahoma
$108M +$3.53M +58,369 +3%
EFS
50
Edelman Financial Services
Virginia
$107M +$6.75M +111,605 +7%

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.