iShares MSCI EAFE Value ETF
225 hedge funds and large institutions have $3.09B invested in iShares MSCI EAFE Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 48 reducing their positions, and 21 closing their positions.
195% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 21
85% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 48
63% more capital invested
Capital invested by funds: $1.89B → $3.09B (+$1.19B)
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
19% more funds holding
Funds holding: 189 → 225 (+36)
8.7% more ownership
Funds ownership: 62.87% → 71.56% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$287M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$172M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$164M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$68.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$11.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.33M |
| 3 |
BII
Bainco International Investors
Boston,
Massachusetts
|
-$6.21M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$3.78M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.61M |
EFV Hedge Fund Activity: Q4 2016 in Review
225 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2016, worth a combined $3.09B — up 63% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new EFV positions and 21 closed out — a net gain of 41 holders — while 89 added to existing stakes and 48 trimmed.
The largest buyer was BlackRock Institutional Trust, opening a new position worth an estimated $287M. The largest seller was Old Mission Capital, exiting entirely with an estimated $11.8M sold.
- 225 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2016, up from 189 in Q3 2016.
- Funds reported $3.09B of iShares MSCI EAFE Value ETF stock for Q4 2016, up 63% quarter-over-quarter.
- 62 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2016 and 21 closed out, a net change of +41 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2016 was BlackRock Institutional Trust, an estimated $287M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2016 was Old Mission Capital, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2016.