iShares Core MSCI EAFE ETF
IEFA
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.
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: 71 → 95 (+24)
13% more funds holding
Funds holding: 388 → 438 (+50)
4.03% more ownership
Funds ownership: 77.57% → 81.6% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.03B |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$846M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$527M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$416M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$54.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$31M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$19.2M |
| 4 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$18.5M |
| 5 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$17.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Simplex Trading
Chicago,
Illinois
| – | -$67K | -1,265 | Closed |
|
|
JIC
452
Joel Isaacson & Co
New York
| – | -$35K | -651 | Closed |
|
|
PCTC
453
Perkins Coie Trust Company
Seattle,
Washington
| – | -$24K | -455 | Closed |
|
|
IP
454
Intellectus Partners
San Francisco,
California
| – | -$18K | -327 | Closed |
|
|
PFBT
455
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$8K | -153 | Closed |
|
|
AOWM
456
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$5K | -100 | Closed |
|
|
BRC
457
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$3K | -62 | 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.