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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
MCM
1276
MV Capital Management
Maryland
$22K
HL
1277
Harding Loevner
New Jersey
$21K +$21.4K +300 New
AC
1278
Avestar Capital
New York
$19K -$37.9K -531 -66%
BC
1279
Barnett & Company
Tennessee
$19K
MBT
1280
Monroe Bank & Trust
Michigan
$19K
SHJ
1281
Sharkey, Howes & Javer
Colorado
$19K
TFA
1282
Transamerica Financial Advisors
Florida
$18K -$7.63K -107 -29%
FWM
1283
Focused Wealth Management
New York
$18K
ECM
1284
Exchange Capital Management
Michigan
$17K
MSA
1285
Marino Stram & Associates
Massachusetts
$17K +$17K +238 New
BRC
1286
Bell Rock Capital
Delaware
$16K
HCM
1287
Highlander Capital Management
New Jersey
$16K
PK
1288
Pflug Koory
Nebraska
$16K
SWPG
1289
Strategic Wealth Partners Group
Illinois
$15.6K +$67K +940 +0.4%
MWM
1290
MinichMacGregor Wealth Management
New York
$15K +$10.4K +146 +195%
FCMT
1291
Founders Capital Management (Texas)
Texas
$14K +$14.3K +200 New
BG
1292
Bollard Group
Massachusetts
$13K
CFG
1293
CKW Financial Group
Hawaii
$11K
ACA
1294
Atlas Capital Advisors
Wyoming
$10.8K +$11.1K +155 New
AIS
1295
Accurate Investment Solutions
Pennsylvania
$10K +$9.84K +138 New
KFA
1296
Kabarec Financial Advisors
Illinois
$9K +$9.63K +135 New
Russell Investments Group
1297
Russell Investments Group
United Kingdom
$7K
SP
1298
SWS Partners
Ohio
$6K
AAP
1299
Arax Advisory Partners
Colorado
$5K
SFG
1300
SevenBridge Financial Group
Pennsylvania
$5K

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.