iShares MSCI EAFE ETF
EFA
1,078 hedge funds and large institutions have $44.2B invested in iShares MSCI EAFE ETF in 2015 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 456 increasing their positions, 359 reducing their positions, and 53 closing their positions.
172% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 53
27% more repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 359
10% more capital invested
Capital invested by funds: $40.1B → $44.2B (+$4.16B)
8% more funds holding
Funds holding: 1,000 → 1,078 (+78)
6% more funds holding in top 10
Funds holding in top 10: 213 → 226 (+13)
0.37% less ownership
Funds ownership: 74.49% → 74.11% (-0.37%)
33% less call options, than puts
Call options by funds: $2.75B | Put options by funds: $4.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$786M |
| 2 |
JP Morgan Chase
New York
|
+$452M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$387M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$323M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$265M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$170M |
| 2 |
Parallax Volatility Advisers
San Francisco,
California
|
-$157M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$149M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$146M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$113M |
EFA Hedge Fund Activity: Q4 2015 in Review
1,078 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2015, worth a combined $44.2B — up 10% from $40.1B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new EFA positions and 53 closed out — a net gain of 91 holders — while 456 added to existing stakes and 359 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $786M. The largest seller was Barclays, cutting an estimated $170M.
- 1,078 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2015, up from 1,000 in Q3 2015.
- Funds reported $44.2B of iShares MSCI EAFE ETF stock for Q4 2015, up 10% quarter-over-quarter.
- 144 funds opened new iShares MSCI EAFE ETF positions in Q4 2015 and 53 closed out, a net change of +91 holders.
- The largest iShares MSCI EAFE ETF buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $786M added.
- The largest iShares MSCI EAFE ETF seller in Q4 2015 was Barclays, an estimated $170M sold.
Based on aggregated 13F filings for Q4 2015.