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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
LYV
1051
Live Your Vision
Pennsylvania
$151K
AA
1052
Apriem Advisors
California
$150K +$12.1K +200 +9%
MWM
1053
Mascoma Wealth Management
New Hampshire
$150K +$34.5K +570 +31%
CAL
1054
Capital Analysts LLC
Pennsylvania
$146K -$32.1M -530,932 -100%
AIM
1055
Advantage Investment Management
Iowa
$144K -$38.6K -639 -22%
AFIA
1056
America First Investment Advisors
Nebraska
$135K +$127K +2,100 +2,877%
QCG
1057
Quadrant Capital Group
Ohio
$133K
WCM
1058
Wunderlich Capital Managemnt
Tennessee
$125K +$121K +2,000 New
WIM
1059
Westside Investment Management
California
$121K -$425K -7,035 -78%
BL
1060
Balentine LLC
Georgia
$120K
AIA
1061
Armor Investment Advisors
North Carolina
$112K
RAM
1062
Riggs Asset Management
Pennsylvania
$108K +$89.5K +1,481 +581%
SIAP
1063
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$105K -$18.1K -300 -15%
IAS
1064
INR Advisory Services
Pennsylvania
$104K -$9.25K -153 -8%
MCA
1065
Mercer Capital Advisers
New Jersey
$104K
BWP
1066
Baldwin Wealth Partners
Massachusetts
$102K +$64.1K +1,060 +185%
TDC
1067
Thompson Davis & Co
Virginia
$101K
AA
1068
AlphaMark Advisors
Kentucky
$95K +$6.04K +100 +7%
CFA
1069
Camarda Financial Advisors
Florida
$91K
FFC
1070
First Financial Corp
Indiana
$91K
DPA
1071
Delphi Private Advisors
California
$89K -$58.3K -965 -40%
RCA
1072
Rowland Carmichael Advisors
Arizona
$79K -$8.64K -143 -10%
MSFP
1073
Mark Sheptoff Financial Planning
Connecticut
$75K +$60 +1 +0.1%
HI
1074
Hudock Inc
Pennsylvania
$74K
LF
1075
Lee Financial
Texas
$72K

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.