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iShares MSCI EAFE ETF

1,307 hedge funds and large institutions have $59.5B invested in iShares MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 543 increasing their positions, 475 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

14% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 475

5% more funds holding in top 10

Funds holding in top 10: 222234 (+12)

1% more funds holding

Funds holding: 1,2931,307 (+14)

2.72% less ownership

Funds ownership: 78.95%76.23% (-2.7%)

11% less capital invested

Capital invested by funds: $66.7B → $59.5B (-$7.19B)

41% less call options, than puts

Call options by funds: $4.69B | Put options by funds: $7.97B

Holders
1,307
Holders Change
+14
Holders Change %
+1.08%
% of All Funds
29.95%
Holding in Top 10
234
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+5.41%
% of All Funds
5.36%
New
89
Increased
543
Reduced
475
Closed
60
Calls
$4.69B
Puts
$7.97B
Net Calls
-$3.28B
Net Calls Change
+$2.64B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1176
BTR Capital Management
California
$223K -$12.5K -175 -5%
BBPWM
1177
Blue Bell Private Wealth Management
Pennsylvania
$223K +$225K +3,160 +6,320%
AIS
1178
American Investment Services
Massachusetts
$221K -$6.42K -90 -3%
SCA
1179
Snowden Capital Advisors
New York
$221K -$55.9K -784 -20%
FRA
1180
Front Row Advisors
California
$219K
PIA
1181
Peachtree Investment Advisors
Georgia
$215K
BF
1182
Blankinship & Foster
California
$214K
BA
1183
Ballew Advisors
Mississippi
$213K +$218K +3,058 New
HFA
1184
Huber Financial Advisors
Illinois
$212K -$17.8K -250 -8%
WBG
1185
Wharton Business Group
Pennsylvania
$212K
AWA
1186
Acorn Wealth Advisors
Michigan
$212K +$7.99K +112 +4%
DACG
1187
Donor Advised Charitable Giving
California
$211K +$216K +3,029 New
WBC
1188
Westpac Banking Corp
Australia
$209K +$99.8K +1,400 +88%
CHA
1189
Carmichael Hill & Associates
Maryland
$208K
EBSAM
1190
Eubel Brady & Suttman Asset Management
Ohio
$208K +$213K +2,987 New
Koshinski Asset Management
1191
Koshinski Asset Management
Illinois
$207K -$220K -3,082 -51%
CCB
1192
Cutter & Co Brokerage
Missouri
$206K -$25.7K -360 -11%
RAM
1193
Riggs Asset Management
Pennsylvania
$206K +$30.3K +425 +17%
VC
1194
Vicus Capital
Pennsylvania
$205K +$210K +2,946 New
WF
1195
WealthTrust Fairport
Ohio
$204K +$209K +2,935 New
AA
1196
Apriem Advisors
California
$203K
FCIM
1197
Fairview Capital Investment Management
California
$203K +$208K +2,915 New
SWA
1198
SFMG Wealth Advisors
Texas
$202K +$207K +2,899 New
CAM
1199
ClariVest Asset Management
California
$202K +$207K +2,900 New
SPL
1200
Smart Portfolios LLC
Washington
$202K +$207K +2,906 New

EFA Hedge Fund Activity: Q1 2018 in Review

1,307 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2018, worth a combined $59.5B — down 11% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new EFA positions and 60 closed out — a net gain of 29 holders — while 543 added to existing stakes and 475 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $605M. The largest seller was Bank of America, cutting an estimated $4.97B.

  • 1,307 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2018, up from 1,293 in Q4 2017.
  • Funds reported $59.5B of iShares MSCI EAFE ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 89 funds opened new iShares MSCI EAFE ETF positions in Q1 2018 and 60 closed out, a net change of +29 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2018 was Goldman Sachs, an estimated $605M added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2018 was Bank of America, an estimated $4.97B sold.

Based on aggregated 13F filings for Q1 2018.