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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
HCIA
1026
Hochman Cole Investment Advisors
Illinois
$210K -$7.44K -123 -4%
BCM
1027
BTR Capital Management
California
$210K +$204K +3,375 New
LIM
1028
Leavell Investment Management
Alabama
$209K -$624K -10,320 -75%
LWM
1029
Lenox Wealth Management
Ohio
$209K -$13.8K -229 -6%
AOWM
1030
Alpha Omega Wealth Management
Virginia
$208K +$17.8K +294 +10%
OFS
1031
Orrstown Financial Services
Pennsylvania
$206K +$61.4K +1,016 +44%
BRM
1032
Boston Research & Management
Massachusetts
$204K -$23K -380 -10%
YWP
1033
YorkBridge Wealth Partners
New York
$204K +$42.9K +710 +29%
MIC
1034
Meridian Investment Counsel
California
$204K +$198K +3,277 New
IAA
1035
Ironsides Asset Advisors
North Carolina
$202K -$13.2K -219 -6%
PIA
1036
Peachtree Investment Advisors
Georgia
$201K -$77K -1,273 -28%
CFD
1037
Creative Financial Designs
Indiana
$196K -$150K -2,475 -43%
LM
1038
Legg Mason
Maryland
$196K +$187K +3,100 +7,045%
GBBWRPM
1039
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$194K +$29K +480 +18%
APSP
1040
Asset Planning Services (Pennsylvania)
Pennsylvania
$191K -$12K -199 -6%
DBT
1041
Dubuque Bank & Trust
Iowa
$187K
CFS
1042
Commonwealth Financial Services
West Virginia
$183K -$25.2K -417 -12%
GBT
1043
Grove Bank & Trust
Florida
$181K -$12.1K -200 -6%
HT
1044
Heritage Trust
Oklahoma
$169K +$164K +2,705 New
WA
1045
WFG Advisors
Texas
$167K -$203K -3,359 -56%
JCM
1046
Jacobi Capital Management
Pennsylvania
$161K +$16.2K +268 +11%
QAM
1047
QCI Asset Management
New York
$153K -$18.1K -299 -11%
CIM
1048
Contravisory Investment Management
Massachusetts
$153K +$37.9K +627 +34%
WPA
1049
West Paces Advisors
Georgia
$153K
BWA
1050
Burt Wealth Advisors
Maryland
$151K -$25.6K -424 -15%

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.