iShares Core MSCI EAFE ETF
IEFA
87 hedge funds and large institutions have $1.4B invested in iShares Core MSCI EAFE ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 8 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
500% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 8
72% more capital invested
Capital invested by funds: $815M → $1.4B (+$584M)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
28% more funds holding
Funds holding: 68 → 87 (+19)
15.25% more ownership
Funds ownership: 61.01% → 76.26% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$146M |
| 2 |
LPL Financial
San Diego,
California
|
+$71.2M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$55.2M |
| 4 |
BlackRock
New York
|
+$50.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$6.98M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$4.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$842K |
| 4 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$714K |
| 5 |
CNB
City National Bank
Beverly Hills,
California
|
-$395K |
IEFA Hedge Fund Activity: Q1 2014 in Review
87 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2014, worth a combined $1.4B — up 72% from $815M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IEFA positions and 3 closed out — a net gain of 19 holders — while 48 added to existing stakes and 8 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $146M. The largest seller was Stadion Money Management, cutting an estimated $6.98M.
- 87 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2014, up from 68 in Q4 2013.
- Funds reported $1.4B of iShares Core MSCI EAFE ETF stock for Q1 2014, up 72% quarter-over-quarter.
- 22 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2014 and 3 closed out, a net change of +19 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2014 was United Services Automobile Association, an estimated $146M added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2014 was Stadion Money Management, an estimated $6.98M sold.
Based on aggregated 13F filings for Q1 2014.