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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
MFW
376
Mosaic Family Wealth
Missouri
$245K +$42.2K +750 +22%
BFIM
377
Beese Fulmer Investment Management
Ohio
$243K
RCM
378
Radnor Capital Management
Pennsylvania
$243K
GIM
379
Greystone Investment Management
Ohio
$241K
RCA
380
Rowland Carmichael Advisors
Arizona
$237K -$33.8K -602 -13%
UB
381
UMB Bank
Missouri
$236K +$228K +4,059 New
FCIM
382
Fairview Capital Investment Management
California
$230K +$223K +3,975 New
Citigroup
383
Citigroup
New York
$226K +$38.6K +686 +21%
FAM
384
Formidable Asset Management
Ohio
$225K -$10.7K -190 -5%
IFB
385
iAB Financial Bank
Indiana
$225K +$218K +3,881 New
MWAC
386
Mariner Wealth Advisors (Cincinnati)
Ohio
$224K +$217K +3,864 New
BF
387
BOK Financial
Oklahoma
$224K +$218K +3,874 New
Jane Street
388
Jane Street
New York
$223K -$349K -6,200 -62%
FPCG
389
Fort Pitt Capital Group
Pennsylvania
$219K -$15.9K -283 -7%
GP
390
Girard Partners
Pennsylvania
$219K +$212K +3,780 New
CCP
391
Corient Capital Partners
California
$204K +$198K +3,523 New
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$159K +$15.1K +268 +11%
TRCT
393
Tower Research Capital (TRC)
New York
$131K +$125K +2,225 +6,544%
Toronto Dominion Bank
394
Toronto Dominion Bank
Ontario, Canada
$129K -$94.2K -1,676 -43%
PCP
395
Proficio Capital Partners
Massachusetts
$124K
RPG
396
Risk Paradigm Group
Texas
$123K -$909K -16,163 -88%
LWA
397
Lenox Wealth Advisors
New York
$121K -$2.87K -51 -2%
LPIC
398
LeJeune Puetz Investment Counsel
Michigan
$116K +$112K +2,000 New
MAS
399
Madden Advisory Services
Florida
$109K +$106K +1,894 New
ACM
400
AUA Capital Management
Pennsylvania
$87K

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.