We are live on ! Find out more
EFA icon

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
SWA
1126
Sutton Wealth Advisors
Florida
$3.92K
BBPWM
1127
Blue Bell Private Wealth Management
Pennsylvania
$3K
WAS
1128
WESPAC Advisors SoCal
California
$1.87K +$1.81K +30 New
VCM
1129
Vivaldi Capital Management
Illinois
$1.07K +$1.04M +17,230 New
IWM
1130
IHT Wealth Management
Illinois
$1K -$979K -16,193 -100%
ED
1131
Exane Derivatives
France
$374
Artisan Partners
1132
Artisan Partners
Wisconsin
-$61M -1,056,273 Closed
WCM Investment Management
1133
WCM Investment Management
California
-$50.8M -880,761 Closed
TIM
1134
Thornburg Investment Management
New Mexico
-$12.8M -221,027 Closed
CM
1135
Capula Management
Cayman Islands
-$6.06M -105,000 Closed
JFGLC
1136
Johnson Financial Group LLC (Colorado)
Colorado
-$5.2M -90,002 Closed
Simplex Trading
1137
Simplex Trading
Illinois
-$5.03M -87,210 Closed
WAM
1138
World Asset Management
Michigan
-$4.7M -81,421 Closed
NIMC
1139
NWQ Investment Management Company
California
-$4.47M -77,397 Closed
Massachusetts Financial Services
1140
Massachusetts Financial Services
Massachusetts
-$3.05M -52,903 Closed
JT
1141
Jump Trading
Illinois
-$2.97M -51,419 Closed
MCM
1142
McKinley Capital Management
Alaska
-$2.41M -41,781 Closed
GPGA
1143
Grandeur Peak Global Advisors
Utah
-$2.31M -40,000 Closed
PIM
1144
Parasol Investment Management
Illinois
-$2.19M -37,968 Closed
ID
1145
Integral Derivatives
New York
-$1.93M -31,986 Closed
Walleye Trading
1146
Walleye Trading
New York
-$1.77M -29,217 Closed
FMW
1147
Farr Miller & Washington
District of Columbia
-$1.62M -28,008 Closed
TSS
1148
Two Sigma Securities
New York
-$1.54M -26,704 Closed
ClearBridge Investments
1149
ClearBridge Investments
New York
-$1.53M -26,493 Closed
OCM
1150
Oakwood Capital Management
California
-$1.14M -19,689 Closed

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.