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iShares MSCI EAFE ETF

1,018 hedge funds and large institutions have $44.5B invested in iShares MSCI EAFE ETF in 2015 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 479 increasing their positions, 326 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

47% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 326

8% more capital invested

Capital invested by funds: $41.3B → $44.5B (+$3.18B)

2.69% more ownership

Funds ownership: 71.61%74.3% (+2.7%)

2% more funds holding in top 10

Funds holding in top 10: 220224 (+4)

1% more funds holding

Funds holding: 1,0061,018 (+12)

49% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $4.41B

Holders
1,018
Holders Change
+12
Holders Change %
+1.19%
% of All Funds
27.42%
Holding in Top 10
224
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.82%
% of All Funds
6.03%
New
74
Increased
479
Reduced
326
Closed
48
Calls
$2.25B
Puts
$4.41B
Net Calls
-$2.15B
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
151
BlackRock Investment Management
Delaware
$27.8M -$21.6M -324,051 -43%
OC
152
Oakworth Capital
Alabama
$27.6M +$3.23M +48,507 +13%
TRCT
153
Tower Research Capital (TRC)
New York
$27.4M +$13M +194,675 +82%
MGIA
154
Moneta Group Investment Advisors
Missouri
$27.4M +$11.5M +173,225 +67%
MCM
155
MAI Capital Management
Ohio
$27.3M +$889K +13,354 +3%
SLF
156
Sun Life Financial
Ontario, Canada
$26.8M -$852K -12,802 -3%
BOCM
157
Bontempo Ohly Capital Management
Maryland
$26.6M -$273K -4,099 -1%
HCC
158
Hirtle Callaghan & Co
Pennsylvania
$26.5M +$542K +8,135 +2%
CONA
159
Capital One National Association
New York
$26.4M +$3.62M +54,397 +15%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$25.5M +$924K +13,872 +4%
CAL
161
Capital Analysts LLC
Pennsylvania
$25.4M +$1.59M +23,919 +6%
EVM
162
Eaton Vance Management
Massachusetts
$25.2M +$68.5K +1,028 +0.3%
JAM
163
JCIC Asset Management
Ontario, Canada
$24.8M +$26M +390,620 New
Baird Financial Group
164
Baird Financial Group
Wisconsin
$24.8M +$26M +390,039 New
CCMH
165
Cornerstone Capital Management Holdings
New York
$24.4M +$15.1M +227,178 +145%
BTS
166
BB&T Securities
Virginia
$24.3M +$7.05M +105,832 +38%
FAAS
167
First Allied Advisory Services
California
$23.8M +$5.69M +85,431 +29%
WAM
168
Wallington Asset Management
Indiana
$23.8M +$230K +3,460 +0.9%
BF
169
BOK Financial
Oklahoma
$23M +$601K +9,033 +3%
BS
170
Bessemer Securities
New York
$22.9M
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$22.5M +$2.91M +43,718 +14%
Brown Advisory
172
Brown Advisory
Maryland
$22.4M -$376K -5,647 -2%
CBB
173
Citizens Business Bank
California
$22.4M +$5.65M +84,833 +32%
BFPW
174
BOK Financial Private Wealth
Colorado
$22.3M +$38K +571 +0.2%
NPC
175
National Planning Corporation
California
$21.5M -$2.46M -36,944 -10%

EFA Hedge Fund Activity: Q2 2015 in Review

1,018 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2015, worth a combined $44.5B — up 7.7% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EFA positions and 48 closed out — a net gain of 26 holders — while 479 added to existing stakes and 326 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $662M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $367M sold.

  • 1,018 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2015, up from 1,006 in Q1 2015.
  • Funds reported $44.5B of iShares MSCI EAFE ETF stock for Q2 2015, up 7.7% quarter-over-quarter.
  • 74 funds opened new iShares MSCI EAFE ETF positions in Q2 2015 and 48 closed out, a net change of +26 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $662M added.
  • The largest iShares MSCI EAFE ETF seller in Q2 2015 was Charles Schwab Investment Advisory, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2015.