iShares MSCI EAFE ETF
916 hedge funds and large institutions have $41.3B invested in iShares MSCI EAFE ETF in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 389 increasing their positions, 350 reducing their positions, and 36 closing their positions.
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
11% more repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 350
7% more capital invested
Capital invested by funds: $38.7B → $41.3B (+$2.64B)
3.34% more ownership
Funds ownership: 71.38% → 74.71% (+3.3%)
2% more funds holding
Funds holding: 901 → 916 (+15)
1% less funds holding in top 10
Funds holding in top 10: 212 → 209 (-3)
64% less call options, than puts
Call options by funds: $1.91B | Put options by funds: $5.31B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$588M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$370M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$324M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$210M |
| 5 |
Goldman Sachs
New York
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$216M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$183M |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$182M |
| 4 |
Bank of New York Mellon
New York
|
-$152M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$104M |
EFA Hedge Fund Activity: Q2 2014 in Review
916 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2014, worth a combined $41.3B — up 6.8% from $38.7B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EFA positions and 36 closed out — a net gain of 18 holders — while 389 added to existing stakes and 350 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $588M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $216M.
- 916 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2014, up from 901 in Q1 2014.
- Funds reported $41.3B of iShares MSCI EAFE ETF stock for Q2 2014, up 6.8% quarter-over-quarter.
- 54 funds opened new iShares MSCI EAFE ETF positions in Q2 2014 and 36 closed out, a net change of +18 holders.
- The largest iShares MSCI EAFE ETF buyer in Q2 2014 was JP Morgan Chase, an estimated $588M added.
- The largest iShares MSCI EAFE ETF seller in Q2 2014 was TD Ameritrade Investment Management, an estimated $216M sold.
Based on aggregated 13F filings for Q2 2014.