We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,118 hedge funds and large institutions have $43.3B invested in iShares MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 390 increasing their positions, 438 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 57

10% more funds holding

Funds holding: 1,0141,118 (+104)

4% more funds holding in top 10

Funds holding in top 10: 183190 (+7)

0.84% more ownership

Funds ownership: 72.04%72.88% (+0.84%)

1% more capital invested

Capital invested by funds: $43.1B → $43.3B (+$239M)

11% less repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 438

71% less call options, than puts

Call options by funds: $2.22B | Put options by funds: $7.6B

Holders
1,118
Holders Change
+104
Holders Change %
+10.26%
% of All Funds
27.95%
Holding in Top 10
190
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.83%
% of All Funds
4.75%
New
176
Increased
390
Reduced
438
Closed
57
Calls
$2.22B
Puts
$7.6B
Net Calls
-$5.38B
Net Calls Change
+$580M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
951
Beese Fulmer Investment Management
Ohio
$289K
GP
952
Girard Partners
Pennsylvania
$286K +$20.6K +357 +8%
WEC
953
Winslow Evans & Crocker
Massachusetts
$281K
HT
954
HighTower Trust
Texas
$278K +$62.8K +1,089 +29%
GCAC
955
Guardian Capital Advisors (Canada)
Ontario, Canada
$276K -$107K -1,850 -28%
FLPIM
956
F.L. Putnam Investment Management
Massachusetts
$276K +$276K +4,788 New
FI
957
FormulaFolio Investments
Michigan
$275K +$1.21K +21 +0.4%
WIC
958
Woodmont Investment Counsel
Tennessee
$274K +$18.3K +317 +7%
HCP
959
Holt Capital Partners
Texas
$274K +$31.7K +550 +13%
EB
960
Eastern Bank
Massachusetts
$270K -$1.67K -29 -0.6%
RIM
961
Regent Investment Management
Kentucky
$269K
NFP
962
Narus Financial Partners
Utah
$267K +$267K +4,625 New
IIC
963
Ironwood Investment Counsel
Arizona
$263K +$39.5K +685 +18%
MWM
964
Meridian Wealth Management
Kentucky
$261K +$256K +4,435 New
TBA
965
Train Babcock Advisors
New York
$260K -$4.33K -75 -2%
PIA
966
Peachtree Investment Advisors
Georgia
$260K
PAG
967
Pinnacle Advisory Group
Maryland
$259K -$1.15K -20 -0.4%
BONST
968
Bank of Nova Scotia Trust
Ontario, Canada
$257K
SMH
969
Sanders Morris Harris
Texas
$256K
HWP
970
Hefty Wealth Partners
Indiana
$254K +$5.3K +92 +2%
William Blair Investment Management
971
William Blair Investment Management
Illinois
$254K +$253K +4,393 New
AF
972
Arrow Financial
New York
$253K -$49.3K -855 -16%
LDB
973
Lee, Danner & Bass
Tennessee
$253K -$1.44K -25 -0.6%
RVPG
974
Relative Value Partners Group
$252K +$252K +4,371 New
RCG
975
Ruggie Capital Group
Florida
$250K -$10.2K -177 -4%

EFA Hedge Fund Activity: Q4 2016 in Review

1,118 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2016, worth a combined $43.3B — up 0.55% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new EFA positions and 57 closed out — a net gain of 119 holders — while 390 added to existing stakes and 438 trimmed.

The largest buyer was Ameriprise, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $536M.

  • 1,118 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2016, up from 1,014 in Q3 2016.
  • Funds reported $43.3B of iShares MSCI EAFE ETF stock for Q4 2016, up 0.55% quarter-over-quarter.
  • 176 funds opened new iShares MSCI EAFE ETF positions in Q4 2016 and 57 closed out, a net change of +119 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2016 was Ameriprise, an estimated $289M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2016 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q4 2016.