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iShares Core MSCI EAFE ETF

438 hedge funds and large institutions have $17.1B invested in iShares Core MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 225 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

138,400% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1K

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

137% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 95

44% more capital invested

Capital invested by funds: $11.9B → $17.1B (+$5.24B)

34% more funds holding in top 10

Funds holding in top 10: 7195 (+24)

13% more funds holding

Funds holding: 388438 (+50)

4.03% more ownership

Funds ownership: 77.57%81.6% (+4%)

Holders
438
Holders Change
+50
Holders Change %
+12.89%
% of All Funds
10.9%
Holding in Top 10
95
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+33.8%
% of All Funds
2.36%
New
78
Increased
225
Reduced
95
Closed
20
Calls
$1.39M
Puts
$1K
Net Calls
+$1.38M
Net Calls Change
-$745K
Name Holding Trade Value Shares
Change
Change in
Stake
AII
226
AGF Investments Inc
Ontario, Canada
$2.31M -$242K -4,313 -10%
TTWM
227
TCV Trust & Wealth Management
Virginia
$2.3M +$2.23M +39,717 New
HSA
228
HBK Sorce Advisory
Pennsylvania
$2.27M +$125K +2,231 +6%
AIM
229
Aspen Investment Management
Michigan
$2.2M +$615K +10,942 +41%
HT
230
Heritage Trust
Oklahoma
$2.18M +$2.11M +37,546 New
CA
231
Cambridge Associates
Massachusetts
$2.15M +$48.9K +870 +2%
PP
232
PagnatoKarp Partners
Virginia
$2.12M +$690K +12,268 +50%
MWM
233
Modera Wealth Management
New Jersey
$2.1M -$107K -1,896 -5%
WT
234
Whittier Trust
California
$2.07M +$705K +12,547 +54%
PAMG
235
Patton Albertson Miller Group
Tennessee
$1.99M +$59.4K +1,057 +3%
William Blair & Company
236
William Blair & Company
Illinois
$1.95M -$157K -2,784 -7%
Allianz Asset Management
237
Allianz Asset Management
Germany
$1.94M +$1.88M +33,460 New
APSP
238
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.93M +$530K +9,429 +40%
ZIM
239
Zacks Investment Management
Illinois
$1.92M +$1.86M +33,089 New
SPIA
240
Steward Partners Investment Advisory
New York
$1.8M +$1.71M +30,426 +4,255%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$1.77M +$1.55M +27,657 +963%
GS
242
Girard Securities
California
$1.76M +$182K +3,229 +12%
FBA
243
Front Barnett Associates
Illinois
$1.74M -$4.22K -75 -0.2%
RIA
244
Regal Investment Advisors
Michigan
$1.73M +$379K +6,745 +29%
ONB
245
Old National Bancorp
Indiana
$1.72M +$257K +4,578 +18%
WI
246
Wintrust Investments
Illinois
$1.7M +$694K +12,354 +73%
EAM
247
Evanson Asset Management
California
$1.7M
MIH
248
Madison Investment Holdings
Wisconsin
$1.67M -$19.2M -340,976 -92%
BTIS
249
BB&T Investment Services
North Carolina
$1.62M +$1.04M +18,514 +196%
CBT
250
Central Bank & Trust
Kentucky
$1.61M -$390K -6,931 -20%

IEFA Hedge Fund Activity: Q1 2017 in Review

438 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2017, worth a combined $17.1B — up 44% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 20 closed out — a net gain of 58 holders — while 225 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $2.03B. The largest seller was United Services Automobile Association, cutting an estimated $54.6M.

  • 438 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2017, up from 388 in Q4 2016.
  • Funds reported $17.1B of iShares Core MSCI EAFE ETF stock for Q1 2017, up 44% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2017 and 20 closed out, a net change of +58 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q1 2017 was BlackRock, an estimated $2.03B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q1 2017 was United Services Automobile Association, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2017.