iShares Core MSCI EAFE ETF
IEFA
68 hedge funds and large institutions have $815M invested in iShares Core MSCI EAFE ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 5 closing their positions.
620% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 5
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
24% more funds holding
Funds holding: 55 → 68 (+13)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
17% more capital invested
Capital invested by funds: $699M → $815M (+$117M)
12.02% less ownership
Funds ownership: 73.03% → 61.01% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$66.7M |
| 2 |
BlackRock
New York
|
+$36.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$8.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$37.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.42M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$4.74M |
| 4 |
AWS
Aris Wealth Services
State College,
Pennsylvania
|
-$626K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$508K |
IEFA Hedge Fund Activity: Q4 2013 in Review
68 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2013, worth a combined $815M — up 17% from $699M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IEFA positions and 5 closed out — a net gain of 14 holders — while 36 added to existing stakes and 5 trimmed.
The largest buyer was United Services Automobile Association, opening a new position worth an estimated $66.7M. The largest seller was United Capital Financial Advisors, cutting an estimated $37.1M.
- 68 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2013, up from 55 in Q3 2013.
- Funds reported $815M of iShares Core MSCI EAFE ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 19 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2013 and 5 closed out, a net change of +14 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q4 2013 was United Services Automobile Association, an estimated $66.7M added.
- The largest iShares Core MSCI EAFE ETF seller in Q4 2013 was United Capital Financial Advisors, an estimated $37.1M sold.
Based on aggregated 13F filings for Q4 2013.