We are live on ! Find out more
EFA icon

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
SAS
876
Stelac Advisory Services
New York
$462K
MPI
877
Mairs & Power Inc
Minnesota
$462K +$45.4K +751 +11%
ATC
878
Argent Trust Co
Tennessee
$456K -$48.5K -802 -10%
BO
879
Bank OZK
Arkansas
$454K
FFW
880
Fusion Family Wealth
New York
$451K -$791K -13,078 -64%
CCA
881
Conservest Capital Advisors
Pennsylvania
$448K +$435K +7,198 New
STMM
882
South Texas Money Management
Texas
$446K +$33.7K +558 +8%
TCCM
883
Timber Creek Capital Management
Massachusetts
$445K +$1.51K +25 +0.4%
WA
884
Wealth Architects
California
$441K -$20.2K -334 -5%
VCP
885
Vista Capital Partners
Oregon
$441K +$20.6K +340 +5%
OC
886
Oarsman Capital
Wisconsin
$439K +$40.4K +668 +10%
AA
887
Ancora Advisors
Ohio
$433K
SCG
888
Sonata Capital Group
Washington
$427K +$4.11K +68 +1%
CF
889
Corrigan Financial
Rhode Island
$423K -$9.43K -156 -2%
GLA
890
Good Life Advisors
Pennsylvania
$422K -$16K -265 -4%
FPFS
891
First Personal Financial Services
North Carolina
$422K
RVPG
892
Relative Value Partners Group
$422K +$145K +2,397 +55%
EWM
893
Evermay Wealth Management
Virginia
$416K
KFC
894
Klingenstein Fields & Co
New York
$415K -$18.1K -300 -4%
BFA
895
Bragg Financial Advisors
North Carolina
$415K
SLF
896
Sun Life Financial
Ontario, Canada
$411K +$7.56K +125 +0.5%
IC
897
Inverness Counsel
New York
$411K
DIP
898
DT Investment Partners
Pennsylvania
$410K
FAT
899
First American Trust
California
$408K +$396K +6,556 New
FHA
900
Flagship Harbor Advisors
Massachusetts
$406K -$31.1K -515 -7%

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.