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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
JIP
351
Jaffetilchin Investment Partners
Florida
$373K -$38.2K -680 -10%
BMCM
352
Bryn Mawr Capital Management
Pennsylvania
$365K +$13.4K +238 +4%
KA
353
Kovack Advisors
Florida
$365K +$354K +6,299 New
IWMPD
354
Integrated Wealth Management (Palm Desert)
California
$357K +$347K +6,165 New
MWM
355
Merriman Wealth Management
Washington
$355K +$345K +6,134 New
JMPWA
356
JP Morgan Private Wealth Advisors
California
$346K +$336K +5,974 New
AA
357
Advisory Alpha
Michigan
$341K +$330K +5,873 +41,950%
CFA
358
CT Financial Advisors
Pennsylvania
$333K
CCM
359
Canal Capital Management
Virginia
$330K +$320K +5,687 New
JG
360
Jefferies Group
New York
$328K
BL
361
Balentine LLC
Georgia
$322K
CG
362
Colony Group
Massachusetts
$320K +$310K +5,521 New
AP
363
Appleton Partners
Massachusetts
$313K +$304K +5,405 New
SF
364
Synovus Financial
Georgia
$308K +$259K +4,616 +667%
BW
365
Biegel & Waller
Maryland
$304K +$295K +5,243 New
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$288K +5,128 New
SI
367
Stephens Inc
Arkansas
$292K
LCM
368
Logan Capital Management
Pennsylvania
$292K +$29.2K +519 +12%
FNBTCON
369
First National Bank & Trust Co of Newtown
Pennsylvania
$290K
OC
370
Oppenheimer & Co
New York
$282K +$57.5K +1,022 +27%
RFC
371
Regions Financial Corp
Alabama
$273K +$265K +4,706 New
HFS
372
HL Financial Services
Kentucky
$270K -$9.41M -167,431 -97%
SWM
373
SVA Wealth Management
Wisconsin
$268K +$36.2K +644 +16%
BO
374
BRR OpCo
Ohio
$253K +$245K +4,365 New
WB
375
WesBanco Bank
West Virginia
$250K +$243K +4,316 New

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.