iShares MSCI EAFE ETF
EFA
1,027 hedge funds and large institutions have $42.4B invested in iShares MSCI EAFE ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 443 reducing their positions, and 72 closing their positions.
1.43% more ownership
Funds ownership: 72.36% → 73.78% (+1.4%)
1% more capital invested
Capital invested by funds: $42B → $42.4B (+$412M)
0% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 72
1% less funds holding
Funds holding: 1,038 → 1,027 (-11)
2% less funds holding in top 10
Funds holding in top 10: 196 → 192 (-4)
12% less repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 443
53% less call options, than puts
Call options by funds: $3.37B | Put options by funds: $7.14B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.04B |
| 2 |
Goldman Sachs
New York
|
+$406M |
| 3 |
Morgan Stanley
New York
|
+$274M |
| 4 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
+$222M |
| 5 |
SG Americas Securities
New York
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$511M |
| 2 |
LPL Financial
San Diego,
California
|
-$243M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$188M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$187M |
| 5 |
Jane Street
New York
|
-$185M |
EFA Hedge Fund Activity: Q2 2016 in Review
1,027 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2016, worth a combined $42.4B — up 0.98% from $42B a quarter earlier.
Fund positioning in EFA was balanced in Q2 2016: 72 funds opened new positions, 72 closed out, 388 added to existing stakes and 443 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $511M.
- 1,027 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2016, down from 1,038 in Q1 2016.
- Funds reported $42.4B of iShares MSCI EAFE ETF stock for Q2 2016, up 0.98% quarter-over-quarter.
- 72 funds opened new iShares MSCI EAFE ETF positions in Q2 2016 and 72 closed out, a net change of 0 holders.
- The largest iShares MSCI EAFE ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $1.04B added.
- The largest iShares MSCI EAFE ETF seller in Q2 2016 was JP Morgan Chase, an estimated $511M sold.
Based on aggregated 13F filings for Q2 2016.