iShares MSCI EAFE ETF
1,285 hedge funds and large institutions have $54.5B invested in iShares MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 535 increasing their positions, 505 reducing their positions, and 73 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 535 | Existing positions reduced: 505
0.59% less ownership
Funds ownership: 76.23% → 75.64% (-0.59%)
2% less funds holding
Funds holding: 1,307 → 1,285 (-22)
8% less capital invested
Capital invested by funds: $59.5B → $54.5B (-$4.95B)
10% less funds holding in top 10
Funds holding in top 10: 234 → 211 (-23)
11% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 73
78% less call options, than puts
Call options by funds: $3.34B | Put options by funds: $14.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$162M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$150M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$144M |
| 5 |
Morgan Stanley
New York
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.37B |
| 2 |
BlackRock
New York
|
-$518M |
| 3 |
Goldman Sachs
New York
|
-$338M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$274M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$169M |
EFA Hedge Fund Activity: Q2 2018 in Review
1,285 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2018, worth a combined $54.5B — down 8.3% from $59.5B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of EFA and 65 opened new positions — a net loss of 8 holders — while 505 trimmed existing stakes and 535 added.
The largest buyer was Bank of America, adding an estimated $247M. The largest seller was JP Morgan Chase, cutting an estimated $1.37B.
- 1,285 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2018, down from 1,307 in Q1 2018.
- Funds reported $54.5B of iShares MSCI EAFE ETF stock for Q2 2018, down 8.3% quarter-over-quarter.
- 65 funds opened new iShares MSCI EAFE ETF positions in Q2 2018 and 73 closed out, a net change of -8 holders.
- The largest iShares MSCI EAFE ETF buyer in Q2 2018 was Bank of America, an estimated $247M added.
- The largest iShares MSCI EAFE ETF seller in Q2 2018 was JP Morgan Chase, an estimated $1.37B sold.
Based on aggregated 13F filings for Q2 2018.