iShares MSCI EAFE ETF
909 hedge funds and large institutions have $39.7B invested in iShares MSCI EAFE ETF in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 410 increasing their positions, 327 reducing their positions, and 51 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 327
2% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 51
0.76% less ownership
Funds ownership: 74.71% → 73.96% (-0.76%)
1% less funds holding
Funds holding: 917 → 909 (-8)
4% less capital invested
Capital invested by funds: $41.2B → $39.7B (-$1.56B)
9% less funds holding in top 10
Funds holding in top 10: 209 → 191 (-18)
55% less call options, than puts
Call options by funds: $2.73B | Put options by funds: $6.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$760M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$221M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$196M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$195M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$185M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$207M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$193M |
| 3 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$175M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$171M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150M |
EFA Hedge Fund Activity: Q3 2014 in Review
909 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q3 2014, worth a combined $39.7B — down 3.8% from $41.2B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new EFA positions and 51 closed out — a net gain of 1 holder — while 410 added to existing stakes and 327 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $760M. The largest seller was Stadion Money Management, cutting an estimated $207M.
- 909 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q3 2014, down from 917 in Q2 2014.
- Funds reported $39.7B of iShares MSCI EAFE ETF stock for Q3 2014, down 3.8% quarter-over-quarter.
- 52 funds opened new iShares MSCI EAFE ETF positions in Q3 2014 and 51 closed out, a net change of +1 holder.
- The largest iShares MSCI EAFE ETF buyer in Q3 2014 was JP Morgan Chase, an estimated $760M added.
- The largest iShares MSCI EAFE ETF seller in Q3 2014 was Stadion Money Management, an estimated $207M sold.
Based on aggregated 13F filings for Q3 2014.