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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
MWP
626
Moller Wealth Partners
$1.57M +$29.8K +493 +2%
NCM
627
Neumann Capital Management
California
$1.57M +$162K +2,680 +12%
GHCM
628
Glen Harbor Capital Management
California
$1.57M
APP
629
Avantax Planning Partners
Iowa
$1.56M -$105K -1,729 -6%
HCM
630
Harvest Capital Management
New Hampshire
$1.56M -$18.1K -300 -1%
CA
631
Clearstead Advisors
Ohio
$1.54M -$524K -8,665 -26%
Neuberger Berman Group
632
Neuberger Berman Group
New York
$1.54M -$6.8M -112,494 -82%
Toronto Dominion Bank
633
Toronto Dominion Bank
Ontario, Canada
$1.53M +$744K +12,313 +100%
PP
634
Prudential plc
United Kingdom
$1.53M +$1.48M +24,500 New
HB
635
Homrich & Berg
Georgia
$1.52M -$431K -7,136 -23%
RIA
636
Regal Investment Advisors
Michigan
$1.51M -$448K -7,415 -23%
NP
637
NorthRock Partners
Minnesota
$1.5M -$2.59M -42,856 -64%
WB
638
WesBanco Bank
West Virginia
$1.5M -$86K -1,422 -6%
TYCC
639
Texas Yale Capital Corp
Florida
$1.5M
NPA
640
Nichols & Pratt Advisers
Massachusetts
$1.49M -$78.6K -1,300 -5%
ST
641
Smithfield Trust
Pennsylvania
$1.49M -$66.7K -1,104 -4%
SSW
642
Smith Shellnut Wilson
Mississippi
$1.49M
CAM
643
Congress Asset Management
Massachusetts
$1.48M -$47.2K -780 -3%
CTA
644
Colonial Trust Advisors
South Carolina
$1.46M -$16.7K -277 -1%
AAM
645
Aberdeen Asset Management
United Kingdom
$1.45M -$135K -2,235 -9%
WJA
646
Williams Jones & Associates
New York
$1.45M -$39.3K -650 -3%
CWM
647
Cabot Wealth Management
Massachusetts
$1.44M -$123K -2,042 -8%
TIA
648
Tiemann Investment Advisors
California
$1.44M -$25.5K -422 -2%
Connor, Clark & Lunn Investment Management (CC&L)
649
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M
SBWM
650
Sunflower Bank Wealth Management
Arizona
$1.42M -$607K -10,043 -31%

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.