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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
V
301
Veritable
Delaware
$794K -$95.6K -1,700 -11%
FFEC
302
First Financial Equity Corporation
Arizona
$757K +$731K +13,010 New
VIA
303
Vantage Investment Advisors
Pennsylvania
$755K +$114K +2,026 +18%
PTC
304
Private Trust Company
Ohio
$738K -$293K -5,220 -29%
WA
305
Waverly Advisors
Alabama
$737K +$84.8K +1,509 +13%
AAM
306
Aureus Asset Management
Massachusetts
$727K +$322K +5,720 +91%
EWM
307
Empirical Wealth Management
Washington
$726K -$19.7K -350 -3%
PJSIMP
308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$722K +$56.8K +1,010 +9%
SLG
309
Stanley-Laman Group
Pennsylvania
$718K -$27.6K -491 -4%
BFPW
310
BOK Financial Private Wealth
Colorado
$692K +$10.8K +192 +2%
GT
311
Glenmede Trust
Pennsylvania
$685K +$95.5K +1,698 +17%
ACS
312
Archford Capital Strategies
Illinois
$680K +$7.03K +125 +1%
FA
313
FMA Advisory
Pennsylvania
$666K +$646K +11,499 New
DT
314
Diversified Trust
Tennessee
$664K +$644K +11,459 New
JIC
315
Johnson Investment Counsel
Ohio
$657K -$761K -13,545 -54%
IPC
316
Independent Portfolio Consultants
Florida
$655K +$267K +4,745 +72%
EFS
317
Essex Financial Services
Connecticut
$649K +$629K +11,197 New
LFG
318
LifePlan Financial Group
Ohio
$643K +$207K +3,689 +50%
PV
319
Private Vista
Illinois
$618K +$583K +10,375 New
SFG
320
StrategIQ Financial Group
Indiana
$610K +$105K +1,864 +21%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$608K
HF
322
HRT Financial
New York
$602K +$585K +10,405 New
VKH
323
Virtu KCG Holdings
New York
$601K +$583K +10,375 New
FLPIM
324
F.L. Putnam Investment Management
Massachusetts
$599K +$204K +3,626 +54%
BRF
325
B. Riley Financial
California
$595K

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.