iShares Core MSCI EAFE ETF
IEFA
487 hedge funds and large institutions have $23.8B invested in iShares Core MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 88 reducing their positions, and 25 closing their positions.
232% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 25
211% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 88
39% more capital invested
Capital invested by funds: $17.1B → $23.8B (+$6.71B)
11% more funds holding
Funds holding: 438 → 487 (+49)
8% more funds holding in top 10
Funds holding in top 10: 95 → 103 (+8)
4.76% more ownership
Funds ownership: 81.6% → 86.36% (+4.8%)
9% less call options, than puts
Call options by funds: $6.85M | Put options by funds: $7.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.04B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$520M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$272M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$268M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$237M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$28.6M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$11.6M |
| 3 |
Betterment LLC
New York
|
-$11M |
| 4 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
-$10.1M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$6.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
501
BOK Financial
Tulsa,
Oklahoma
| – | -$224K | -3,874 | Closed |
|
502
Jane Street
New York
| – | -$223K | -3,846 | Closed |
|
|
FPCG
503
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$219K | -3,775 | Closed |
|
|
TRCT
504
Tower Research Capital (TRC)
New York
| – | -$131K | -2,259 | Closed |
|
|
MAS
505
Madden Advisory Services
Jacksonville,
Florida
| – | -$109K | -1,894 | Closed |
|
|
ACM
506
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$87K | -1,500 | Closed |
|
|
RFWA
507
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$49.4K | -853 | Closed |
|
|
AWM
508
AllSquare Wealth Management
Albany,
New York
| – | -$14K | -233 | Closed |
|
|
SSB
509
Sandy Spring Bank
Olney,
Maryland
| – | -$12K | -200 | Closed |
|
|
RFM
510
Royal Fund Management
Lady Lake,
Florida
| – | -$10K | -187 | Closed |
|
|
RBC
511
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$9K | -148 | Closed |
|
|
WA
512
WFG Advisors
Dallas,
Texas
| – | -$8K | -145 | Closed |
|
|
EA
513
Edge Advisors
Atlanta,
Georgia
| – | -$4K | -78 | Closed |
|
IEFA Hedge Fund Activity: Q2 2017 in Review
487 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2017, worth a combined $23.8B — up 39% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IEFA positions and 25 closed out — a net gain of 58 holders — while 274 added to existing stakes and 88 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.04B. The largest seller was Stadion Money Management, cutting an estimated $28.6M.
- 487 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2017, up from 438 in Q1 2017.
- Funds reported $23.8B of iShares Core MSCI EAFE ETF stock for Q2 2017, up 39% quarter-over-quarter.
- 83 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2017 and 25 closed out, a net change of +58 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $2.04B added.
- The largest iShares Core MSCI EAFE ETF seller in Q2 2017 was Stadion Money Management, an estimated $28.6M sold.
Based on aggregated 13F filings for Q2 2017.