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
ACM
1176
Advisors Capital Management
New Jersey
-$220K -3,815 Closed
LG
1177
Leuthold Group
Minnesota
-$219K -3,799 Closed
WIM
1178
Windhaven Investment Management
Massachusetts
-$217K -3,751 Closed
JFL
1179
Jarislowsky, Fraser Ltd
Quebec, Canada
-$216K -3,746 Closed
AWM
1180
Affinity Wealth Management
Delaware
-$213K -3,684 Closed
OWM
1181
Orgel Wealth Management
Wisconsin
-$200K -3,464 Closed
BCM
1182
Bluefin Capital Management
New York
-$173K -3,000 Closed
SIG
1183
Stanford Investment Group
California
-$147K -2,554 Closed
FNB
1184
Farmers National Bank
Kentucky
-$108K -1,871 Closed
IWA
1185
IBEX Wealth Advisors
New Jersey
-$106K -1,787 Closed
FM
1186
Forward Management
California
-$61K -1,049 Closed
Mirae Asset Global Investments
1187
Mirae Asset Global Investments
South Korea
-$58K -1,000 Closed
FAN
1188
Financial Advisors Network
California
-$29.6K -497 Closed
RPG
1189
Risk Paradigm Group
Texas
-$23.3K -403 Closed
LWA
1190
Lowe Wealth Advisors
Maryland
-$18K -315 Closed
NFA
1191
Nationwide Fund Advisors
Ohio
-$11K -185 Closed
BIG
1192
Bellwether Investment Group
Tennessee
-$9K -150 Closed
CHP
1193
Cable Hill Partners
Oregon
-$6K -100 Closed
LWMT
1194
Legacy Wealth Management (Tennessee)
Tennessee
-$5.36K -93 Closed
DAM
1195
Delta Asset Management
Tennessee
-$4K -65 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.