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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
EVM
251
Eaton Vance Management
Massachusetts
$1.6M +$666K +11,844 +75%
LNC
252
Lincoln National Corp
Pennsylvania
$1.58M -$450K -8,008 -23%
LIA
253
LBMC Investment Advisors
Tennessee
$1.58M +$1.53M +27,245 New
CTA
254
Colonial Trust Advisors
South Carolina
$1.57M +$469K +8,347 +47%
VWA
255
V Wealth Advisors
Kansas
$1.51M +$1.47M +26,203 New
FHA
256
First Horizon Advisors
Tennessee
$1.5M +$629K +11,191 +80%
PWAP
257
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.5M +$318K +5,663 +28%
HIMC
258
Heritage Investors Management Corp
Maryland
$1.48M -$19.1K -340 -1%
CWM
259
Cornerstone Wealth Management
Missouri
$1.47M +$922K +16,404 +184%
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$1.47M -$458K -8,156 -24%
KCP
261
KDI Capital Partners
North Carolina
$1.46M +$396K +7,045 +39%
SFA
262
Stewardship Financial Advisors
Georgia
$1.39M +$1.35M +24,036 New
MA
263
MCF Advisors
Kentucky
$1.37M -$81.3K -1,447 -6%
ATC
264
Argent Trust Co
Tennessee
$1.36M +$80.4K +1,431 +6%
GRP
265
Global Retirement Partners
California
$1.35M +$417K +7,423 +47%
OAM
266
Oppenheimer Asset Management
New York
$1.34M +$1.3M +23,178 New
GT
267
Glenview Trust
Kentucky
$1.33M +$91.5K +1,627 +8%
SMG
268
Spectrum Management Group
Indiana
$1.32M -$26.1K -465 -2%
DMC
269
Drexel Morgan & Co
Pennsylvania
$1.27M
Calamos Advisors
270
Calamos Advisors
Illinois
$1.25M +$156K +2,780 +15%
NSIM
271
North Star Investment Management
Illinois
$1.22M +$1.69K +30 +0.1%
QCMC
272
Quantum Capital Management (California)
California
$1.21M -$147K -2,607 -11%
IA
273
IndexIQ Advisors
New York
$1.17M +$180K +3,194 +19%
CFA
274
Carroll Financial Associates
North Carolina
$1.17M +$2.81K +50 +0.2%
LFAS
275
Level Four Advisory Services
Texas
$1.15M -$39.3K -699 -3%

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.