iShares Core MSCI EAFE ETF
IEFA
207 hedge funds and large institutions have $4.14B invested in iShares Core MSCI EAFE ETF in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 42 reducing their positions, and 20 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 42
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
13% more funds holding in top 10
Funds holding in top 10: 30 → 34 (+4)
11% more capital invested
Capital invested by funds: $3.74B → $4.14B (+$405M)
7% more funds holding
Funds holding: 193 → 207 (+14)
0.59% more ownership
Funds ownership: 66.44% → 67.03% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$155M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$82.3M |
| 3 |
Jane Street
New York
|
+$67.1M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$50M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$48.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$44.1M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$36M |
| 4 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$27.9M |
| 5 |
AssetMark Inc
Concord,
California
|
-$16.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -93 | Closed |
|
IEFA Hedge Fund Activity: Q3 2015 in Review
207 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2015, worth a combined $4.14B — up 11% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IEFA positions and 20 closed out — a net gain of 17 holders — while 114 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $155M. The largest seller was BlackRock Institutional Trust, cutting an estimated $48.6M.
- 207 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2015, up from 193 in Q2 2015.
- Funds reported $4.14B of iShares Core MSCI EAFE ETF stock for Q3 2015, up 11% quarter-over-quarter.
- 37 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2015 and 20 closed out, a net change of +17 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q3 2015 was Bank of America, an estimated $155M added.
- The largest iShares Core MSCI EAFE ETF seller in Q3 2015 was BlackRock Institutional Trust, an estimated $48.6M sold.
Based on aggregated 13F filings for Q3 2015.