iShares MSCI EAFE ETF
EFA
1,164 hedge funds and large institutions have $56.1B invested in iShares MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 563 increasing their positions, 361 reducing their positions, and 52 closing their positions.
85% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 52
56% more repeat investments, than reductions
Existing positions increased: 563 | Existing positions reduced: 361
11% more capital invested
Capital invested by funds: $50.7B → $56.1B (+$5.41B)
4% more funds holding in top 10
Funds holding in top 10: 203 → 211 (+8)
3% more funds holding
Funds holding: 1,130 → 1,164 (+34)
3.12% less ownership
Funds ownership: 76% → 72.88% (-3.1%)
30% less call options, than puts
Call options by funds: $4.03B | Put options by funds: $5.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.31B |
| 2 |
BlackRock
New York
|
+$556M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$338M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$288M |
| 5 |
LPL Financial
San Diego,
California
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$338M |
| 2 |
Jane Street
New York
|
-$307M |
| 3 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
-$242M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$126M |
| 5 |
Citigroup
New York
|
-$115M |
EFA Hedge Fund Activity: Q2 2017 in Review
1,164 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE ETF (EFA) for Q2 2017, worth a combined $56.1B — up 11% from $50.7B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new EFA positions and 52 closed out — a net gain of 44 holders — while 563 added to existing stakes and 361 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.31B. The largest seller was Bank of America, cutting an estimated $338M.
- 1,164 institutional investors held iShares MSCI EAFE ETF (EFA) as of Q2 2017, up from 1,130 in Q1 2017.
- Funds reported $56.1B of iShares MSCI EAFE ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 96 funds opened new iShares MSCI EAFE ETF positions in Q2 2017 and 52 closed out, a net change of +44 holders.
- The largest iShares MSCI EAFE ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $1.31B added.
- The largest iShares MSCI EAFE ETF seller in Q2 2017 was Bank of America, an estimated $338M sold.
Based on aggregated 13F filings for Q2 2017.