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
IAS
1051
INR Advisory Services
Pennsylvania
$105K
CIM
1052
Contravisory Investment Management
Massachusetts
$105K +$18.1K +313 +21%
AIA
1053
Armor Investment Advisors
North Carolina
$104K +$104K +1,805 New
MCA
1054
Mercer Capital Advisers
New Jersey
$96K
TDC
1055
Thompson Davis & Co
Virginia
$93K -$13.1K -228 -12%
FFC
1056
First Financial Corp
Indiana
$84K -$9.52K -165 -10%
CFA
1057
Camarda Financial Advisors
Florida
$84K
AA
1058
AlphaMark Advisors
Kentucky
$83K +$22.8K +396 +38%
RCA
1059
Rowland Carmichael Advisors
Arizona
$81K +$2.25K +39 +3%
HI
1060
Hudock Inc
Pennsylvania
$69K -$57.6K -999 -45%
MSFP
1061
Mark Sheptoff Financial Planning
Connecticut
$69K
LF
1062
Lee Financial
Texas
$67K +$67K +1,162 New
FMP
1063
Financial Management Professionals
Texas
$66K +$4.44K +77 +7%
PCFFS
1064
Pacific Center for Financial Services
California
$65K +$65.3K +1,133 New
GWS
1065
Glassman Wealth Services
Virginia
$61K -$24.5K -425 -29%
FM
1066
Forward Management
California
$61K +$60.5K +1,049 New
RWG
1067
Regal Wealth Group
California
$59K +$404 +7 +0.7%
GAM
1068
Gemmer Asset Management
California
$59K +$25.7K +446 +78%
PA
1069
Perennial Advisors
New York
$59K +$59.1K +1,024 New
Mirae Asset Global Investments
1070
Mirae Asset Global Investments
South Korea
$58K -$40.4K -700 -41%
KKAMG
1071
Kernodle & Katon Asset Management Group
Arkansas
$52K -$13K -225 -20%
RFA
1072
Reilly Financial Advisors
California
$47K -$29.8K -517 -39%
FNYS
1073
First New York Securities
New York
$46.2K +$46.1K +800 New
WA
1074
Winfield Associates
Ohio
$45K -$28.8K -500 -39%
LCM
1075
Liberty Capital Management
Michigan
$41K +$40.4K +700 New

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.