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iShares MSCI EAFE ETF
EFA

1,169 hedge funds and large institutions have $62.7B invested in iShares MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 496 increasing their positions, 417 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

19% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $56.1B → $62.7B (+$6.63B)

4.99% more ownership

Funds ownership: 72.88% → 77.87% (+5%)

5% more funds holding in top 10

Funds holding in top 10: 211 → 221 (+10)

1% more funds holding

Funds holding: 1,162 → 1,169 (+7)

80% less call options, than puts

Call options by funds: $3.24B | Put options by funds: $16.4B

Holders
1,169
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
29.14%
Holding in Top 10
221
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+4.74%
% of All Funds
5.51%
New
72
Increased
496
Reduced
417
Closed
54
Calls
$3.24B
Puts
$16.4B
Net Calls
-$13.2B
Net Calls Change
-$11.5B

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.53B
2
Ameriprise
Ameriprise
Minnesota
+$475M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$389M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$218M
5
CM
Churchill Management
California
+$208M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$775M
2
Morgan Stanley
Morgan Stanley
New York
-$312M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$290M
4
Jane Street
Jane Street
New York
-$267M
5
YU
Yale University
Connecticut
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$275M +$39.2M +586,067 +17%
Prudential Financial
27
Prudential Financial
New Jersey
$274M +$97M +1,451,466 +57%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$250M +$23.1M +345,074 +10%
SB
29
Suntrust Banks
Georgia
$235M +$3.69M +55,160 +2%
TCIM
30
TIAA CREF Investment Management
New York
$230M +$24.3M +364,204 +12%
Bessemer Group
31
Bessemer Group
New Jersey
$229M +$32M +478,309 +17%
Parallax Volatility Advisers
32
Parallax Volatility Advisers
California
$224M +$218M +3,266,916 +326,691,600%
CM
33
Churchill Management
California
$217M +$208M +3,113,050 +6,171%
Creative Planning
34
Creative Planning
Kansas
$198M -$490K -7,334 -0.3%
LPL Financial
35
LPL Financial
California
$193M -$9.56M -143,054 -5%
SR
36
Swiss Re
Switzerland
$192M – – –
MOACM
37
Mutual of America Capital Management
New York
$182M +$4.55M +68,000 +3%
CS
38
Credit Suisse
Switzerland
$177M +$118M +1,767,174 +215%
BA
39
Bridgewater Associates
Connecticut
$168M +$105M +1,567,260 +178%
Truist Financial
40
Truist Financial
North Carolina
$154M +$6.99M +104,512 +5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$145M +$2.5M +37,428 +2%
RFC
42
Regions Financial Corp
Alabama
$143M +$14.2M +212,049 +11%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$141M -$10.6K -158 -0%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$140M +$7.32M +109,435 +6%
QI
45
QS Investors
New York
$140M +$4.85M +72,565 +4%
ABTD
46
Arvest Bank Trust Division
Oklahoma
$135M +$8.56M +128,076 +7%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$135M -$83.6M -1,250,000 -39%
SF
48
Synovus Financial
Georgia
$133M +$4.2M +62,795 +3%
Barclays
49
Barclays
United Kingdom
$130M +$61.9M +925,519 +95%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$130M +$1.68M +25,084 +1%
1
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EFA Hedge Fund Activity: Q3 2017 in Review

1,169 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2017, worth a combined $62.7B — up 12% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EFA positions and 54 closed out — a net gain of 18 holders — while 496 added to existing stakes and 417 trimmed.

The largest buyer was Bank of America, adding an estimated $3.53B. The largest seller was BlackRock, cutting an estimated $775M.

  • 1,169 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2017, up from 1,162 in Q2 2017.
  • Funds reported $62.7B of iShares MSCI EAFE ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 72 funds opened new iShares MSCI EAFE ETF positions in Q3 2017 and 54 closed out, a net change of +18 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2017 was Bank of America, an estimated $3.53B added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2017 was BlackRock, an estimated $775M sold.

Based on aggregated 13F filings for Q3 2017.