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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
GWM
326
Geneos Wealth Management
Colorado
$585K +$210K +3,738 +59%
IT
327
Independence Trust
Tennessee
$584K +$40.1K +713 +8%
GA
328
Geneva Advisors
Illinois
$574K +$134K +2,375 +32%
CWA
329
Cypress Wealth Advisors
California
$533K -$13.8K -246 -3%
AIM
330
Advantage Investment Management
Iowa
$525K +$35.1K +624 +7%
HFS
331
Haverford Financial Services
Pennsylvania
$522K
EWM
332
Evercore Wealth Management
New York
$504K +$298K +5,295 +156%
HR
333
Howe & Rusling
New York
$493K -$37.7K -671 -7%
FBFS
334
First Business Financial Services
Wisconsin
$475K +$6.46K +115 +1%
GT
335
Greenleaf Trust
Michigan
$470K +$456K +8,105 New
OBWP
336
O'Brien Wealth Partners
Massachusetts
$459K -$5.57K -99 -1%
FNBT
337
FineMark National Bank & Trust
Florida
$458K
WWM
338
Willingdon Wealth Management
North Carolina
$422K +$1.01K +18 +0.2%
BCA
339
Bray Capital Advisors
Florida
$412K -$112K -2,000 -22%
MFS
340
McNamara Financial Services
Massachusetts
$408K -$148K -2,630 -27%
CAM
341
Concorde Asset Management
Michigan
$407K +$395K +7,024 New
CONA
342
Capital One National Association
New York
$406K -$111K -1,980 -22%
Northern Trust
343
Northern Trust
Illinois
$404K -$31M -551,580 -99%
MSAM
344
Moloney Securities Asset Management
Missouri
$399K +$77.2K +1,373 +25%
FFA
345
First Foundation Advisors
California
$398K -$230K -4,091 -37%
LG
346
Leuthold Group
Minnesota
$393K +$381K +6,780 New
HWA
347
Heritage Wealth Advisors
Virginia
$391K
NL
348
NWAM LLC
Washington
$389K +$377K +6,710 New
DC
349
Davenport & Co
Virginia
$384K
BOTW
350
Bank of the West
California
$374K +$138K +2,448 +61%

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.