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iShares MSCI EAFE ETF
EFA

1,292 hedge funds and large institutions have $66.7B invested in iShares MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 522 increasing their positions, 422 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 53

24% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 422

11% more funds holding

Funds holding: 1,169 → 1,292 (+123)

6% more capital invested

Capital invested by funds: $62.7B → $66.7B (+$3.98B)

1.07% more ownership

Funds ownership: 77.87% → 78.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 221 → 222 (+1)

61% less call options, than puts

Call options by funds: $3.8B | Put options by funds: $9.72B

Holders
1,292
Holders Change
+123
Holders Change %
+10.52%
% of All Funds
29.3%
Holding in Top 10
222
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.45%
% of All Funds
5.04%
New
185
Increased
522
Reduced
422
Closed
53
Calls
$3.8B
Puts
$9.72B
Net Calls
-$5.92B
Net Calls Change
+$7.28B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$714M
2
Ameriprise
Ameriprise
Minnesota
+$298M
3
Northern Trust
Northern Trust
Illinois
+$226M
4
Goldman Sachs
Goldman Sachs
New York
+$204M
5
BlackRock
BlackRock
New York
+$190M

Top Sellers

Rank Fund Capital Flow
1
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$227M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$166M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
4
Citigroup
Citigroup
New York
-$134M
5
FTUS
Flow Traders U.S.
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
101
VCU Investment Management
Virginia
$54.5M – – –
AIG
102
American International Group
New York
$52.8M +$9.91M +142,590 +23%
AF
103
Ally Financial
Michigan
$51.3M +$50.8M +730,000 New
William Blair & Company
104
William Blair & Company
Illinois
$50.3M +$385K +5,532 +0.8%
RCWVOTCITCONY
105
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$49.2M – – –
HNB
106
Huntington National Bank
Ohio
$49M – – –
SAM
107
Silvercrest Asset Management
New York
$48.9M +$1.88M +27,010 +4%
LIA
108
LBMC Investment Advisors
Tennessee
$47.8M +$360K +5,184 +0.8%
UCFA
109
United Capital Financial Advisors
Texas
$47.3M +$3.19M +45,821 +7%
PWPCM
110
Perella Weinberg Partners Capital Management
New York
$47.2M +$24.5M +352,605 +111%
BP
111
Ballentine Partners
Massachusetts
$47M -$1.58M -22,656 -3%
1SB
112
1ST Source Bank
Indiana
$45.7M -$213K -3,070 -0.5%
RFS
113
Rockefeller Financial Services
New York
$44.4M -$528K -7,599 -1%
Allianz Asset Management
114
Allianz Asset Management
Germany
$43.9M -$60.1K -864 -0.1%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$43.7M +$3.49M +50,194 +9%
BC
116
Brinker Capital
Pennsylvania
$43.2M +$5.32M +76,527 +14%
CMO
117
Covenant Multifamily Offices
Texas
$43M -$3.26M -46,878 -7%
Brown Advisory
118
Brown Advisory
Maryland
$42.5M +$3.49M +50,177 +9%
MA
119
MCF Advisors
Kentucky
$41.9M -$340K -4,891 -0.8%
FFBTD
120
First Financial Bank - Trust Division
Ohio
$41.4M -$4.69M -67,425 -10%
TA
121
Teachers Advisors
New York
$40.8M -$5.21M -75,000 -11%
JPG
122
Jordan Park Group
California
$40.4M +$40M +574,838 New
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$40.1M – – –
PC
124
Premise Capital
Illinois
$40M -$4.28M -61,537 -10%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$39.6M -$341K -4,901 -0.9%
3 4
5
6 7

EFA Hedge Fund Activity: Q4 2017 in Review

1,292 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2017, worth a combined $66.7B — up 6.4% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new EFA positions and 53 closed out — a net gain of 132 holders — while 522 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $714M. The largest seller was Parallax Volatility Advisers, cutting an estimated $227M.

  • 1,292 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2017, up from 1,169 in Q3 2017.
  • Funds reported $66.7B of iShares MSCI EAFE ETF stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 185 funds opened new iShares MSCI EAFE ETF positions in Q4 2017 and 53 closed out, a net change of +132 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q4 2017 was Morgan Stanley, an estimated $714M added.
  • The largest iShares MSCI EAFE ETF seller in Q4 2017 was Parallax Volatility Advisers, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2017.