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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
K
201
Kemper
Illinois
$15.2M
CAN
202
Cetera Advisor Networks
California
$15.1M -$3.02M -49,981 -17%
CC
203
Courier Capital
New York
$15.1M -$766K -12,665 -5%
CAM
204
Crestone Asset Management
Colorado
$14.9M +$1.39M +23,010 +11%
BTS
205
BB&T Securities
Virginia
$14.9M +$2.02M +33,357 +16%
BOS
206
Bingham Osborn & Scarborough
California
$14.8M -$433K -7,158 -3%
MGIA
207
Moneta Group Investment Advisors
Missouri
$14.8M +$197K +3,260 +1%
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.6M -$7.17M -118,660 -34%
MBT
209
Montecito Bank & Trust
California
$14.5M +$2.9M +48,050 +26%
WT
210
Washington Trust
Rhode Island
$14.4M -$71.4K -1,181 -0.5%
VC
211
Vestor Capital
Illinois
$14.4M +$499K +8,259 +4%
LP
212
LGL Partners
Pennsylvania
$14.3M -$95.6K -1,581 -0.7%
VFPI
213
Vantage Financial Partners (Illinois)
Illinois
$14.3M +$369K +6,100 +3%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$14.2M -$11.3M -186,915 -45%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$14.2M +$1.08M +17,819 +8%
HFS
216
HL Financial Services
Kentucky
$14.2M +$440K +7,286 +3%
WSFS
217
Wilmington Savings Fund Society
Delaware
$14.2M -$347K -5,742 -2%
EWM
218
Evercore Wealth Management
New York
$13.9M -$187K -3,098 -1%
BFM
219
Boston Financial Management
Massachusetts
$13.9M -$151K -2,499 -1%
EVM
220
Evelyn V. Moreno
$13.7M +$1.77M +29,332 +15%
CS
221
Comerica Securities
Michigan
$13.7M +$13.3M +220,116 New
JAM
222
JCIC Asset Management
Ontario, Canada
$13.5M -$777K -12,850 -6%
SFG
223
SNS Financial Group
Minnesota
$13.5M -$1.55M -25,643 -11%
GT
224
Greenleaf Trust
Michigan
$13.3M -$4.99M -82,528 -28%
UCFA
225
United Capital Financial Advisors
Texas
$13.3M -$305K -5,050 -2%

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.