iShares Core MSCI EAFE ETF
IEFA
534 hedge funds and large institutions have $29.3B invested in iShares Core MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 293 increasing their positions, 109 reducing their positions, and 22 closing their positions.
236% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 22
169% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 109
39% more call options, than puts
Call options by funds: $5.35M | Put options by funds: $3.85M
23% more capital invested
Capital invested by funds: $23.8B → $29.3B (+$5.53B)
10% more funds holding in top 10
Funds holding in top 10: 103 → 113 (+10)
10% more funds holding
Funds holding: 487 → 534 (+47)
5.25% less ownership
Funds ownership: 86.36% → 81.11% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.33B |
| 2 |
JP Morgan Chase
New York
|
+$818M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$288M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$235M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$112M |
| 2 |
AC
Alleghany Corporation
New York
|
-$89.4M |
| 3 |
BlackRock
New York
|
-$72.3M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$62.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$49.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBU
551
CIBC Bank USA
Chicago,
Illinois
| – | -$266K | -4,375 | Closed |
|
|
CWA
552
Cypress Wealth Advisors
San Francisco,
California
| – | -$209K | -3,430 | Closed |
|
|
KFA
553
Kelleher Financial Advisors
New York
| – | -$54K | -893 | Closed |
|
|
OIA
554
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$45K | -743 | Closed |
|
|
PSUF
555
People's United Financial
Bridgeport,
Connecticut
| – | -$18K | -292 | Closed |
|
|
GI
556
Gradient Investments
Arden Hills,
Minnesota
| – | -$17K | -281 | Closed |
|
557
Parallax Volatility Advisers
San Francisco,
California
| – | -$1.5K | -24 | -96% |
|
IEFA Hedge Fund Activity: Q3 2017 in Review
534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2017, worth a combined $29.3B — up 23% from $23.8B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IEFA positions and 22 closed out — a net gain of 52 holders — while 293 added to existing stakes and 109 trimmed.
The largest buyer was Bank of America, adding an estimated $1.33B. The largest seller was Stadion Money Management, cutting an estimated $112M.
- 534 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2017, up from 487 in Q2 2017.
- Funds reported $29.3B of iShares Core MSCI EAFE ETF stock for Q3 2017, up 23% quarter-over-quarter.
- 74 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2017 and 22 closed out, a net change of +52 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q3 2017 was Bank of America, an estimated $1.33B added.
- The largest iShares Core MSCI EAFE ETF seller in Q3 2017 was Stadion Money Management, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2017.