We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF

1,129 hedge funds and large institutions have $50.7B invested in iShares MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 408 increasing their positions, 470 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $43.3B → $50.7B (+$7.37B)

7% more funds holding in top 10

Funds holding in top 10: 190203 (+13)

3.13% more ownership

Funds ownership: 72.88%76.01% (+3.1%)

1% more funds holding

Funds holding: 1,1181,129 (+11)

13% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 470

69% less call options, than puts

Call options by funds: $2.88B | Put options by funds: $9.39B

Holders
1,129
Holders Change
+11
Holders Change %
+0.98%
% of All Funds
28.11%
Holding in Top 10
203
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.84%
% of All Funds
5.05%
New
91
Increased
408
Reduced
470
Closed
64
Calls
$2.88B
Puts
$9.39B
Net Calls
-$6.51B
Net Calls Change
-$1.13B
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Cutler Group
California
$18.2M +$10.1M +166,565 +132%
CIA
177
Choate Investment Advisors
Massachusetts
$17.9M -$2.33M -38,513 -12%
EARNEST Partners
178
EARNEST Partners
Georgia
$17.6M -$125M -2,071,602 -88%
EVM
179
Eaton Vance Management
Massachusetts
$17.6M -$405K -6,698 -2%
EA
180
Efficient Advisors
Ohio
$17.5M -$79.9K -1,322 -0.5%
SBL
181
Sargent Bickham Lagudis
Colorado
$17.3M +$877K +14,514 +6%
PRS
182
Pinkerton Retirement Specialists
Idaho
$17.3M +$403K +6,665 +2%
AA
183
Alesco Advisors
New York
$17.1M +$399K +6,595 +2%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$17M +$434K +7,172 +3%
CTA
185
Chesley Taft & Associates
Illinois
$16.8M +$235K +3,893 +1%
Retirement Systems of Alabama
186
Retirement Systems of Alabama
Alabama
$16.7M
SB
187
Simmons Bank
Arkansas
$16.6M +$1.41M +23,381 +10%
SFI
188
SPC Financial Inc
Maryland
$16.5M +$1.48M +24,520 +10%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$16.5M +$1.08M +17,800 +7%
OAM
190
Oppenheimer Asset Management
New York
$16.3M +$15.8M +261,763 New
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.3M -$6.23M -103,079 -28%
FPCP
192
Fort Point Capital Partners
California
$16.2M -$493K -8,155 -3%
FWM
193
FFT Wealth Management
Pennsylvania
$16.2M -$4.81M -79,522 -23%
PGA
194
Portland Global Advisors
Maine
$15.9M +$300K +4,957 +2%
BJL
195
Brighton Jones LLC
Washington
$15.8M +$8.23M +136,197 +116%
CA
196
Cambridge Associates
Massachusetts
$15.4M +$11.5M +190,473 +336%
Cerity Partners
197
Cerity Partners
New York
$15.4M +$14.9M +246,454 New
GC
198
Grimes & Company
Massachusetts
$15.3M +$13.7M +227,100 +1,213%
OAC
199
OMERS Administration Corp
Ontario, Canada
$15.3M
EWM
200
Endurance Wealth Management
Rhode Island
$15.2M -$133K -2,204 -0.9%

EFA Hedge Fund Activity: Q1 2017 in Review

1,129 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2017, worth a combined $50.7B — up 17% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new EFA positions and 64 closed out — a net gain of 27 holders — while 408 added to existing stakes and 470 trimmed.

The largest buyer was BlackRock, adding an estimated $4.31B. The largest seller was Raymond James & Associates, cutting an estimated $589M.

  • 1,129 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2017, up from 1,118 in Q4 2016.
  • Funds reported $50.7B of iShares MSCI EAFE ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 91 funds opened new iShares MSCI EAFE ETF positions in Q1 2017 and 64 closed out, a net change of +27 holders.
  • The largest iShares MSCI EAFE ETF buyer in Q1 2017 was BlackRock, an estimated $4.31B added.
  • The largest iShares MSCI EAFE ETF seller in Q1 2017 was Raymond James & Associates, an estimated $589M sold.

Based on aggregated 13F filings for Q1 2017.