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iShares MSCI EAFE ETF

1,000 hedge funds and large institutions have $40.1B invested in iShares MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 431 increasing their positions, 392 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 392

0.19% more ownership

Funds ownership: 74.3%74.49% (+0.19%)

2% less funds holding

Funds holding: 1,0171,000 (-17)

5% less funds holding in top 10

Funds holding in top 10: 224213 (-11)

10% less capital invested

Capital invested by funds: $44.5B → $40.1B (-$4.47B)

17% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 63

41% less call options, than puts

Call options by funds: $2.27B | Put options by funds: $3.85B

Holders
1,000
Holders Change
-17
Holders Change %
-1.67%
% of All Funds
27.92%
Holding in Top 10
213
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.91%
% of All Funds
5.95%
New
52
Increased
431
Reduced
392
Closed
63
Calls
$2.27B
Puts
$3.85B
Net Calls
-$1.58B
Net Calls Change
+$572M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
851
Commonwealth Financial Services
West Virginia
$311K -$10.5M -170,203 -97%
LCM
852
Liberty Capital Management
Michigan
$310K -$111K -1,790 -25%
JPTCCM
853
J.P. Turner & Co Capital Management
Georgia
$309K -$10.3K -167 -3%
JWM
854
Jacobus Wealth Management
Wisconsin
$309K
BII
855
Bainco International Investors
Massachusetts
$308K +$42.6K +690 +15%
Koshinski Asset Management
856
Koshinski Asset Management
Illinois
$304K -$2.84K -46 -1%
IT
857
Independence Trust
Tennessee
$298K -$92.6K -1,500 -22%
SCA
858
STALEY CAPITAL ADVISERS
Pennsylvania
$297K -$154K -2,500 -33%
HIS
859
Horizon Investment Services
Indiana
$297K +$7.59K +123 +2%
AF
860
Arrow Financial
New York
$296K -$3.4K -55 -1%
RPGK
861
Retirement Planning Group (Kansas)
Kansas
$294K -$330K -5,339 -51%
AIP
862
ARS Investment Partners
New York
$292K
PFG
863
Pacific Financial Group
Washington
$292K +$22.5K +364 +8%
BAS
864
Brown Advisory Securities
Maryland
$291K -$103K -1,675 -25%
FNBTCON
865
First National Bank & Trust Co of Newtown
Pennsylvania
$291K
CFSG
866
Community Financial Services Group
Vermont
$290K
FF
867
Friedenthal Financial
New Jersey
$288K
CCMH
868
Cornerstone Capital Management Holdings
New York
$287K -$23.4M -379,227 -99%
MC
869
Moors & Cabot
Massachusetts
$284K -$440K -7,130 -59%
PP
870
Patten & Patten
Tennessee
$282K -$139K -2,246 -31%
TBA
871
Train Babcock Advisors
New York
$280K -$311K -5,030 -51%
WIC
872
Woodmont Investment Counsel
Tennessee
$271K
TSWM
873
Triangle Securities Wealth Management
North Carolina
$271K +$58.3K +945 +25%
LDB
874
Lee, Danner & Bass
Tennessee
$270K -$51.8K -839 -15%
CCT
875
Capital City Trust
Florida
$269K -$61.7K -1,000 -18%

EFA Hedge Fund Activity: Q3 2015 in Review

1,000 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2015, worth a combined $40.1B — down 10% from $44.5B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of EFA and 52 opened new positions — a net loss of 11 holders — while 392 trimmed existing stakes and 431 added.

The largest buyer was Bank of America, adding an estimated $1.14B. The largest seller was Jane Street, cutting an estimated $429M.

  • 1,000 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2015, down from 1,017 in Q2 2015.
  • Funds reported $40.1B of iShares MSCI EAFE ETF stock for Q3 2015, down 10% quarter-over-quarter.
  • 52 funds opened new iShares MSCI EAFE ETF positions in Q3 2015 and 63 closed out, a net change of -11 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2015 was Bank of America, an estimated $1.14B added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2015 was Jane Street, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2015.