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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
Boston Partners
651
Boston Partners
Massachusetts
$1.42M +$245K +4,051 +22%
LC
652
Lourd Capital
California
$1.41M -$146K -2,410 -10%
CANC
653
Culbertson A N & Co
Virginia
$1.41M +$6.04K +100 +0.4%
PFS
654
Prospera Financial Services
Texas
$1.4M -$16.8K -278 -1%
Invesco
655
Invesco
Georgia
$1.39M -$38.4M -635,640 -97%
SFA
656
Sequoia Financial Advisors
Ohio
$1.39M -$9.67K -160 -0.7%
MFBTD
657
MB Financial Bank - Trust Department
Illinois
$1.39M +$189K +3,125 +16%
KCM
658
Kanawha Capital Management
Virginia
$1.39M +$80.2K +1,326 +6%
S
659
SignatureFD
Georgia
$1.38M +$1M +16,618 +298%
HTC
660
Haverford Trust Company
Pennsylvania
$1.38M +$561K +9,275 +72%
WA
661
Waverly Advisors
Alabama
$1.37M -$7.02M -116,147 -84%
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.36M +$21.2K +350 +2%
LIC
663
Lodestar Investment Counsel
Illinois
$1.36M +$21.5K +355 +2%
AIM
664
Aspen Investment Management
Michigan
$1.34M -$18.1K -300 -1%
BRF
665
B. Riley Financial
California
$1.34M
FFEC
666
First Financial Equity Corporation
Arizona
$1.33M +$1.29M +21,333 New
AP
667
Advisor Partners
California
$1.33M +$11.9K +197 +0.9%
WCM
668
Wealthcare Capital Management
Virginia
$1.32M -$42.7K -706 -3%
FTI
669
Fiduciary Trust International
Massachusetts
$1.32M +$561K +9,279 +78%
MWM
670
Merriman Wealth Management
Washington
$1.3M -$363 -6 -0%
JAFL
671
Jay A. Fishman Ltd
Michigan
$1.3M
HWP
672
Hefty Wealth Partners
Indiana
$1.3M +$993K +16,432 +373%
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$1.28M -$3.34M -55,307 -73%
TCM
674
Traynor Capital Management
Pennsylvania
$1.28M +$380K +6,290 +56%
FWIA
675
Fort Washington Investment Advisors
Ohio
$1.27M -$458K -7,577 -27%

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.