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
PFA
926
Paradigm Financial Advisors
Missouri
$364K -$9.79K -162 -3%
CRC
927
Curi RMB Capital
Illinois
$361K -$271K -4,490 -44%
HCM
928
HM Capital Management
Missouri
$361K -$19.3K -320 -5%
DHFB
929
Dixon Hubard Feinour & Brown
Virginia
$356K
BWA
930
BlueSky Wealth Advisors
North Carolina
$353K
FLPIM
931
F.L. Putnam Investment Management
Massachusetts
$351K +$51.3K +849 +18%
CFA
932
Carroll Financial Associates
North Carolina
$347K +$25.9K +429 +8%
KM
933
Kalos Management
Georgia
$345K -$10.2K -169 -3%
LCM
934
Logan Capital Management
Pennsylvania
$339K -$58K -960 -15%
RW
935
REDW Wealth
New Mexico
$337K -$50K -827 -13%
WCF
936
West Coast Financial
California
$337K
SCA
937
STALEY CAPITAL ADVISERS
Pennsylvania
$332K
AIM
938
Allen Investment Management
New York
$331K
HS
939
HighVista Strategies
Massachusetts
$330K
SKK
940
Shepherd Kaplan Krochuk
Massachusetts
$330K
MC
941
Middleton & Co
Massachusetts
$329K +$320K +5,287 New
PCTC
942
Perkins Coie Trust Company
Washington
$328K
ST
943
Sabal Trust
Florida
$326K +$84.6K +1,400 +36%
ZB
944
Zions Bancorporation
Utah
$325K -$16K -265 -5%
IT
945
Independence Trust
Tennessee
$324K
PP
946
PagnatoKarp Partners
Virginia
$324K +$315K +5,203 New
RGC
947
Roberts, Glore & Co
Illinois
$323K +$314K +5,193 New
AAM
948
Autus Asset Management
Arizona
$322K +$7.8K +129 +3%
TWM
949
Tanglewood Wealth Management
Texas
$321K -$616K -10,196 -66%
ASN
950
Advisory Services Network
Georgia
$320K +$310K +5,131 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.