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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
GIA
776
Granite Investment Advisors
New Hampshire
$771K +$87.2K +1,443 +13%
PFO
777
Pathstone Family Office
New Jersey
$765K +$1.57K +26 +0.2%
WP
778
WealthSource Partners
California
$764K +$742K +12,268 New
PA
779
Parallel Advisors
California
$758K +$323K +5,351 +83%
NA
780
NewEdge Advisors
Louisiana
$756K +$215K +3,564 +41%
AT
781
Arden Trust
Delaware
$754K -$83.7K -1,385 -10%
BCMO
782
Buckingham Capital Management (Ohio)
Ohio
$742K -$286K -4,731 -28%
PVH
783
Psagot Value Holdings
Israel
$740K -$362K -5,995 -34%
LWAC
784
Laurel Wealth Advisors (California)
California
$739K +$6.04K +100 +0.8%
HCM
785
Howland Capital Management
Massachusetts
$736K +$12.1K +200 +2%
BSW
786
Buckingham Strategic Wealth
Missouri
$736K +$17.7K +293 +3%
PL
787
Parthenon LLC
Kentucky
$728K
AWA
788
Arete Wealth Advisors
Illinois
$727K -$24.8K -410 -3%
NEIRG
789
New England Investment & Retirement Group
Massachusetts
$726K +$449K +7,424 +175%
BCM
790
Boltwood Capital Management
California
$722K -$121K -2,000 -15%
CCM
791
Carlson Capital Management
Minnesota
$719K
NA
792
Nottingham Advisors
New York
$711K +$27.6K +457 +4%
CCG
793
Cypress Capital Group
Florida
$711K +$226K +3,744 +49%
BOH
794
Bank of Hawaii
Hawaii
$706K -$8.77K -145 -1%
PCM
795
Pointe Capital Management
Michigan
$701K -$865K -14,304 -56%
RMCM
796
Reynders McVeigh Capital Management
Massachusetts
$700K +$14.5K +240 +2%
MFT
797
Moisand Fitzgerald Tamayo
Florida
$698K -$18.3K -302 -3%
AIA
798
Avalon Investment & Advisory
Texas
$692K +$411K +6,800 +158%
GC
799
Gibson Capital
Pennsylvania
$689K -$31.4K -520 -4%
EP
800
Edgestream Partners
New Jersey
$686K +$666K +11,009 New

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.