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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
M
401
MOTCO
Texas
$84K +$81.9K +1,457 New
KF
402
Krilogy Financial
Missouri
$82K
AWM
403
Avior Wealth Management
Nebraska
$80K
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$79K
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$61.8K +1,100 New
Nisa Investment Advisors
406
Nisa Investment Advisors
Missouri
$55K +$7.31K +130 +16%
GEA
407
Glen Eagle Advisors
New Jersey
$53.3K
AC
408
Alexandria Capital
Virginia
$50K
LWM
409
Lenox Wealth Management
Ohio
$50K +$2.02K +36 +4%
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$49.4K -$806K -14,331 -94%
AWMS
411
Advocacy Wealth Management Services
Georgia
$46K +$44.5K +792 New
PB
412
Pinnacle Bancorp
Nebraska
$41K +$39.5K +702 New
FANJ
413
Financial Architects (New Jersey)
New Jersey
$38K
HI
414
Hudock Inc
Pennsylvania
$38K +$37.6K +668 New
AIM
415
Anchor Investment Management
South Carolina
$37.9K
CTC
416
Central Trust Company
Missouri
$37K +$36.3K +646 New
FWC
417
First Washington Corp
Washington
$34K
PO
418
Private Ocean
California
$33K
WTB
419
Washington Trust Bank
Washington
$32K -$448K -7,976 -93%
ANBT
420
American National Bank & Trust
Texas
$25K +$24.5K +436 New
PSUF
421
People's United Financial
Connecticut
$17K +$16.4K +292 New
NFG
422
Next Financial Group
Texas
$15K -$165K -2,937 -92%
AWM
423
AllSquare Wealth Management
New York
$14K
ACM
424
Armbruster Capital Management
New York
$14K +$13.2K +235 New
CFD
425
Creative Financial Designs
Indiana
$13K +$12.3K +218 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.