iShares MSCI EAFE ETF
1,401 hedge funds and large institutions have $49.1B invested in iShares MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 523 increasing their positions, 521 reducing their positions, and 88 closing their positions.
147% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 88
22% more funds holding in top 10
Funds holding in top 10: 199 → 242 (+43)
9% more funds holding
Funds holding: 1,288 → 1,401 (+113)
4.78% more ownership
Funds ownership: 74.7% → 79.48% (+4.8%)
0% more repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 521
7% less capital invested
Capital invested by funds: $52.9B → $49.1B (-$3.75B)
76% less call options, than puts
Call options by funds: $3.01B | Put options by funds: $12.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$517M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$469M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$445M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$349M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$274M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$915M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$276M |
| 3 |
BlackRock
New York
|
-$170M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$166M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$126M |
EFA Hedge Fund Activity: Q4 2018 in Review
1,401 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2018, worth a combined $49.1B — down 7.1% from $52.9B a quarter earlier.
Buyers outnumbered sellers: 217 funds opened new EFA positions and 88 closed out — a net gain of 129 holders — while 523 added to existing stakes and 521 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $517M. The largest seller was JP Morgan Chase, cutting an estimated $915M.
- 1,401 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2018, up from 1,288 in Q3 2018.
- Funds reported $49.1B of iShares MSCI EAFE ETF stock for Q4 2018, down 7.1% quarter-over-quarter.
- 217 funds opened new iShares MSCI EAFE ETF positions in Q4 2018 and 88 closed out, a net change of +129 holders.
- The largest iShares MSCI EAFE ETF buyer in Q4 2018 was Fidelity Investments, an estimated $517M added.
- The largest iShares MSCI EAFE ETF seller in Q4 2018 was JP Morgan Chase, an estimated $915M sold.
Based on aggregated 13F filings for Q4 2018.