iShares MSCI EAFE ETF
915 hedge funds and large institutions have $38.3B invested in iShares MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 405 increasing their positions, 290 reducing their positions, and 30 closing their positions.
327% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 30
40% more repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 290
19% more capital invested
Capital invested by funds: $32.2B → $38.3B (+$6.03B)
15% more funds holding in top 10
Funds holding in top 10: 190 → 219 (+29)
10% more funds holding
Funds holding: 829 → 915 (+86)
1.38% more ownership
Funds ownership: 70.53% → 71.92% (+1.4%)
54% less call options, than puts
Call options by funds: $2.8B | Put options by funds: $6.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$802M |
| 2 |
Goldman Sachs
New York
|
+$601M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$585M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$417M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$558M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$371M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$308M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$150M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$81.6M |
EFA Hedge Fund Activity: Q4 2013 in Review
915 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q4 2013, worth a combined $38.3B — up 19% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new EFA positions and 30 closed out — a net gain of 98 holders — while 405 added to existing stakes and 290 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $802M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $558M.
- 915 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q4 2013, up from 829 in Q3 2013.
- Funds reported $38.3B of iShares MSCI EAFE ETF stock for Q4 2013, up 19% quarter-over-quarter.
- 128 funds opened new iShares MSCI EAFE ETF positions in Q4 2013 and 30 closed out, a net change of +98 holders.
- The largest iShares MSCI EAFE ETF buyer in Q4 2013 was JP Morgan Chase, an estimated $802M added.
- The largest iShares MSCI EAFE ETF seller in Q4 2013 was BNP Paribas Financial Markets, an estimated $558M sold.
Based on aggregated 13F filings for Q4 2013.