iShares MSCI EAFE ETF
902 hedge funds and large institutions have $38.6B invested in iShares MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 371 increasing their positions, 356 reducing their positions, and 61 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 356
1% more capital invested
Capital invested by funds: $38.3B → $38.6B (+$322M)
0.54% less ownership
Funds ownership: 71.92% → 71.38% (-0.54%)
3% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 61
1% less funds holding
Funds holding: 915 → 902 (-13)
3% less funds holding in top 10
Funds holding in top 10: 219 → 212 (-7)
65% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $6.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.07B |
| 2 |
Goldman Sachs
New York
|
+$388M |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$351M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$327M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$96.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SR
Swiss Reinsurance
Zurich,
Switzerland
|
-$487M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$376M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$259M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$252M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$230M |
EFA Hedge Fund Activity: Q1 2014 in Review
902 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q1 2014, worth a combined $38.6B — up 0.84% from $38.3B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of EFA and 59 opened new positions — a net loss of 2 holders — while 356 trimmed existing stakes and 371 added.
The largest buyer was JP Morgan Chase, adding an estimated $2.07B. The largest seller was Swiss Reinsurance, cutting an estimated $487M.
- 902 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q1 2014, down from 915 in Q4 2013.
- Funds reported $38.6B of iShares MSCI EAFE ETF stock for Q1 2014, up 0.84% quarter-over-quarter.
- 59 funds opened new iShares MSCI EAFE ETF positions in Q1 2014 and 61 closed out, a net change of -2 holders.
- The largest iShares MSCI EAFE ETF buyer in Q1 2014 was JP Morgan Chase, an estimated $2.07B added.
- The largest iShares MSCI EAFE ETF seller in Q1 2014 was Swiss Reinsurance, an estimated $487M sold.
Based on aggregated 13F filings for Q1 2014.