iShares MSCI EAFE ETF
EFA
829 hedge funds and large institutions have $32.3B invested in iShares MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 370 increasing their positions, 277 reducing their positions, and 39 closing their positions.
131% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 39
34% more repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 277
11% more funds holding in top 10
Funds holding in top 10: 171 → 190 (+19)
6% more funds holding
Funds holding: 785 → 829 (+44)
0.05% less ownership
Funds ownership: 70.62% → 70.57% (-0.05%)
42% less call options, than puts
Call options by funds: $3.37B | Put options by funds: $5.77B
48% less capital invested
Capital invested by funds: $61.8B → $32.3B (-$29.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$870M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$295M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$215M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$187M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$560M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$433M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$229M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$185M |
| 5 |
Barclays
London,
United Kingdom
|
-$153M |
EFA Hedge Fund Activity: Q3 2013 in Review
829 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2013, worth a combined $32.3B — down 48% from $61.8B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new EFA positions and 39 closed out — a net gain of 51 holders — while 370 added to existing stakes and 277 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $870M. The largest seller was Goldman Sachs, cutting an estimated $560M.
- 829 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2013, up from 785 in Q2 2013.
- Funds reported $32.3B of iShares MSCI EAFE ETF stock for Q3 2013, down 48% quarter-over-quarter.
- 90 funds opened new iShares MSCI EAFE ETF positions in Q3 2013 and 39 closed out, a net change of +51 holders.
- The largest iShares MSCI EAFE ETF buyer in Q3 2013 was JP Morgan Chase, an estimated $870M added.
- The largest iShares MSCI EAFE ETF seller in Q3 2013 was Goldman Sachs, an estimated $560M sold.
Based on aggregated 13F filings for Q3 2013.