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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
SSB
426
Sandy Spring Bank
Maryland
$12K +$11.2K +200 New
RFM
427
Royal Fund Management
Florida
$10K +$3.43K +61 +48%
RBC
428
Roble Belko & Company
Pennsylvania
$9K
WA
429
WFG Advisors
Texas
$8K +$8.15K +145 New
YWP
430
YorkBridge Wealth Partners
New York
$6K +$5.68K +101 New
IWM
431
IHT Wealth Management
Illinois
$5K +$2.47K +44 +79%
BAM
432
Barrett Asset Management
New York
$4K
EA
433
Edge Advisors
Georgia
$4K
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.77K +67 New
IP
435
Isthmus Partners
Wisconsin
$2K
TFA
436
Transamerica Financial Advisors
Florida
$2K
CCM
437
Cribstone Capital Management
Maine
$2K +$281 +5 +19%
SIG
438
Stanford Investment Group
California
-$6.87M -128,067 Closed
Squarepoint
439
Squarepoint
New York
-$3.8M -70,885 Closed
FMW
440
Farr Miller & Washington
District of Columbia
-$3.6M -67,049 Closed
WI
441
WBI Investments
New Jersey
-$2.22M -41,363 Closed
LW
442
Linscomb Wealth
Texas
-$2.15M -39,998 Closed
CC
443
Cedar Capital
Illinois
-$1.02M -19,056 Closed
MIAN
444
Mariner Independent Advisor Network
Kansas
-$745K -13,899 Closed
SCP
445
Syntal Capital Partners
Texas
-$333K -6,213 Closed
KL
446
KWMG LLC
Kansas
-$270K -5,036 Closed
VF
447
Virtu Financial
New York
-$253K -4,712 Closed
CIM
448
Cetera Investment Management
California
-$200K -3,732 Closed
Bessemer Group
449
Bessemer Group
New Jersey
-$92K -1,721 Closed
TCOV
450
Trust Company of Vermont
Vermont
-$81K -1,516 Closed

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.