iShares MSCI EAFE ETF
EFA
1,017 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2015 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 478 increasing their positions, 326 reducing their positions, and 48 closing their positions.
54% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 48
47% more repeat investments, than reductions
Existing positions increased: 478 | Existing positions reduced: 326
8% more capital invested
Capital invested by funds: $41.3B → $44.5B (+$3.18B)
2.69% more ownership
Funds ownership: 71.61% → 74.3% (+2.7%)
2% more funds holding in top 10
Funds holding in top 10: 220 → 224 (+4)
1% more funds holding
Funds holding: 1,005 → 1,017 (+12)
49% less call options, than puts
Call options by funds: $2.25B | Put options by funds: $4.41B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$662M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$567M |
| 3 |
Jane Street
New York
|
+$529M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$322M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$283M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$367M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$243M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$212M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$119M |
| 5 |
QI
QS Investors
New York
|
-$86.5M |
EFA Hedge Fund Activity: Q2 2015 in Review
1,017 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2015, worth a combined $44.5B — up 7.7% from $41.3B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EFA positions and 48 closed out — a net gain of 26 holders — while 478 added to existing stakes and 326 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $662M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $367M sold.
- 1,017 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2015, up from 1,005 in Q1 2015.
- Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2015, up 7.7% quarter-over-quarter.
- 74 funds opened new iShares MSCI EAFE ETF positions in Q2 2015 and 48 closed out, a net change of +26 holders.
- The largest iShares MSCI EAFE ETF buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $662M added.
- The largest iShares MSCI EAFE ETF seller in Q2 2015 was Charles Schwab Investment Advisory, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2015.