We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,169 hedge funds and large institutions have $62.7B invested in iShares MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 496 increasing their positions, 417 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

19% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 417

12% more capital invested

Capital invested by funds: $56.1B → $62.7B (+$6.63B)

4.99% more ownership

Funds ownership: 72.88%77.87% (+5%)

5% more funds holding in top 10

Funds holding in top 10: 211221 (+10)

1% more funds holding

Funds holding: 1,1621,169 (+7)

80% less call options, than puts

Call options by funds: $3.24B | Put options by funds: $16.4B

Holders
1,169
Holders Change
+7
Holders Change %
+0.6%
% of All Funds
29.14%
Holding in Top 10
221
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+4.74%
% of All Funds
5.51%
New
72
Increased
496
Reduced
417
Closed
54
Calls
$3.24B
Puts
$16.4B
Net Calls
-$13.2B
Net Calls Change
-$11.5B
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1226
Trust Company
Kansas
-$21K -320 Closed
MBT
1227
Monroe Bank & Trust
Michigan
-$18K -270 Closed
SIM
1228
Sonora Investment Management
Arizona
-$14.7K -225 Closed
NCM
1229
New Capital Management
Texas
-$9K -163 Closed

EFA Hedge Fund Activity: Q3 2017 in Review

1,169 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2017, worth a combined $62.7B — up 12% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EFA positions and 54 closed out — a net gain of 18 holders — while 496 added to existing stakes and 417 trimmed.

The largest buyer was Bank of America, adding an estimated $3.53B. The largest seller was BlackRock, cutting an estimated $775M.

  • 1,169 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2017, up from 1,162 in Q2 2017.
  • Funds reported $62.7B of iShares MSCI EAFE ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 72 funds opened new iShares MSCI EAFE ETF positions in Q3 2017 and 54 closed out, a net change of +18 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q3 2017 was Bank of America, an estimated $3.53B added.
  • The largest iShares MSCI EAFE ETF seller in Q3 2017 was BlackRock, an estimated $775M sold.

Based on aggregated 13F filings for Q3 2017.