iShares Core MSCI EAFE ETF
IEFA
55 hedge funds and large institutions have $699M invested in iShares Core MSCI EAFE ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 5 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 4
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
38% more funds holding
Funds holding: 40 → 55 (+15)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $702M → $699M (-$3.95M)
12.3% less ownership
Funds ownership: 85.33% → 73.03% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
+$40.4M |
| 2 |
BlackRock
New York
|
+$14.3M |
| 3 |
Morgan Stanley
New York
|
+$10.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.51M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$18.2M |
| 2 |
Jane Street
New York
|
-$11.7M |
| 3 |
SG Americas Securities
New York
|
-$9.91M |
| 4 |
Goldman Sachs
New York
|
-$4.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$738K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21K | – | – | – |
|
|
WTC
52
WhitTier Trust Company
Reno,
Nevada
| $12K | +$11K | +200 | New |
|
|
FHA
53
First Horizon Advisors
Memphis,
Tennessee
| $9K | +$8.28K | +150 | New |
|
|
MIM
54
Macroview Investment Management
Bethesda,
Maryland
| $2K | +$1.66K | +30 | New |
|
|
UOSC
55
University of Southern California
Los Angeles,
California
| – | -$149M | -2,901,047 | Closed |
|
|
56
Jane Street
New York
| – | -$11.7M | -228,159 | Closed |
|
|
57
SG Americas Securities
New York
| – | -$9.91M | -192,581 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$109K | -2,109 | Closed |
|
|
WA
59
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$40K | -770 | Closed |
|
|
JA
60
JOYN Advisors
Atlanta,
Georgia
| – | +$110 | +2 | New |
|
IEFA Hedge Fund Activity: Q3 2013 in Review
55 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2013, worth a combined $699M — down 0.56% from $702M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IEFA positions and 5 closed out — a net gain of 16 holders — while 26 added to existing stakes and 4 trimmed.
The largest buyer was Stifel Nicolaus & Co, adding an estimated $40.4M. The largest seller was Stadion Money Management, cutting an estimated $18.2M.
- 55 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2013, up from 40 in Q2 2013.
- Funds reported $699M of iShares Core MSCI EAFE ETF stock for Q3 2013, down 0.56% quarter-over-quarter.
- 21 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2013 and 5 closed out, a net change of +16 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q3 2013 was Stifel Nicolaus & Co, an estimated $40.4M added.
- The largest iShares Core MSCI EAFE ETF seller in Q3 2013 was Stadion Money Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2013.