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iShares Core MSCI EAFE ETF

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

172% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 68

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12% more capital invested

Capital invested by funds: $8.54B → $9.54B (+$1B)

7% more funds holding

Funds holding: 307329 (+22)

1.1% less ownership

Funds ownership: 74.53%73.43% (-1.1%)

Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.78%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
Net Calls
+$2.2M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$81K -$23K -426 -22%
MA
302
MUFG Americas
New York
$80K
AWM
303
Avior Wealth Management
Nebraska
$76K
WP
304
WealthPLAN Partners
Nebraska
$67.7K +$5.61K +104 +9%
WA
305
WFG Advisors
Texas
$48K +$12.5K +231 +36%
AC
306
Alexandria Capital
Virginia
$47K
BFEC
307
Benjamin F. Edwards & Company
Missouri
$47K +$37.8K +700 +467%
LWM
308
Lenox Wealth Management
Ohio
$41K
IWMPD
309
Integrated Wealth Management (Palm Desert)
California
$37K
AIM
310
Anchor Investment Management
South Carolina
$36.1K -$37.8K -700 -52%
JIC
311
Joel Isaacson & Co
New York
$36K +$18.9K +350 +119%
FWC
312
First Washington Corp
Washington
$33K
PO
313
Private Ocean
California
$31K
GI
314
Gradient Investments
Minnesota
$19K +$19K +352 New
FANJ
315
Financial Architects (New Jersey)
New Jersey
$14K +$13.8K +255 New
VCM
316
Versant Capital Management
Arizona
$11K
KA
317
Klingman & Associates
New York
$9K
SFPM
318
Sensible Financial Planning & Management
Massachusetts
$9K +$1.78K +33 +27%
MI
319
Montage Investments
Kansas
$9K +$9.23K +171 New
WTB
320
Washington Trust Bank
Washington
$8K
RBC
321
Roble Belko & Company
Pennsylvania
$8K +$7.99K +148 New
FWM
322
Focused Wealth Management
New York
$7K -$9.07K -168 -59%
HNB
323
Huntington National Bank
Ohio
$6K
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
CAL
325
Capital Analysts LLC
Pennsylvania
$3.03K +$2.97K +55 New

IEFA Hedge Fund Activity: Q3 2016 in Review

329 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2016, worth a combined $9.54B — up 12% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IEFA positions and 14 closed out — a net gain of 25 holders — while 185 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was Stadion Money Management, cutting an estimated $148M.

  • 329 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2016, up from 307 in Q2 2016.
  • Funds reported $9.54B of iShares Core MSCI EAFE ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2016 and 14 closed out, a net change of +25 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2016 was Bank of America, an estimated $249M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2016 was Stadion Money Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2016.