iShares MSCI EAFE ETF
1,389 hedge funds and large institutions have $49B invested in iShares MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 390 increasing their positions, 698 reducing their positions, and 95 closing their positions.
0% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 95
0% less capital invested
Capital invested by funds: $49.1B → $49B (-$141M)
1% less funds holding
Funds holding: 1,402 → 1,389 (-13)
2.51% less ownership
Funds ownership: 79.48% → 76.97% (-2.5%)
10% less funds holding in top 10
Funds holding in top 10: 242 → 218 (-24)
44% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 698
77% less call options, than puts
Call options by funds: $3.16B | Put options by funds: $14B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$396M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$361M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$136M |
| 4 |
Barclays
London,
United Kingdom
|
+$131M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$1.66B |
| 2 |
Goldman Sachs
New York
|
-$414M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
-$380M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$365M |
| 5 |
JP Morgan Chase
New York
|
-$351M |
EFA Hedge Fund Activity: Q1 2019 in Review
1,389 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2019, worth a combined $49B — down 0.29% from $49.1B a quarter earlier.
Fund positioning in EFA was balanced in Q1 2019: 95 funds opened new positions, 95 closed out, 390 added to existing stakes and 698 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $396M. The largest seller was Jones Financial Companies, cutting an estimated $1.66B.
- 1,389 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2019, down from 1,402 in Q4 2018.
- Funds reported $49B of iShares MSCI EAFE ETF stock for Q1 2019, down 0.29% quarter-over-quarter.
- 95 funds opened new iShares MSCI EAFE ETF positions in Q1 2019 and 95 closed out, a net change of 0 holders.
- The largest iShares MSCI EAFE ETF buyer in Q1 2019 was Fidelity Investments, an estimated $396M added.
- The largest iShares MSCI EAFE ETF seller in Q1 2019 was Jones Financial Companies, an estimated $1.66B sold.
Based on aggregated 13F filings for Q1 2019.