We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

438 hedge funds and large institutions have $17.1B invested in iShares Core MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 225 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

138,400% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1K

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

137% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 95

44% more capital invested

Capital invested by funds: $11.9B → $17.1B (+$5.24B)

34% more funds holding in top 10

Funds holding in top 10: 7195 (+24)

13% more funds holding

Funds holding: 388438 (+50)

4.03% more ownership

Funds ownership: 77.57%81.6% (+4%)

Holders
438
Holders Change
+50
Holders Change %
+12.89%
% of All Funds
10.9%
Holding in Top 10
95
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+33.8%
% of All Funds
2.36%
New
78
Increased
225
Reduced
95
Closed
20
Calls
$1.39M
Puts
$1K
Net Calls
+$1.38M
Net Calls Change
-$745K
Name Holding Trade Value Shares
Change
Change in
Stake
TCT
51
TIAA CREF Trust
Missouri
$50.5M +$24.2M +430,432 +98%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$50.1M +$9.85M +175,160 +25%
CAL
53
Capital Analysts LLC
Pennsylvania
$49.7M +$48.2M +857,032 +199,774%
JA
54
JOYN Advisors
Georgia
$42.7M +$1.27M +22,632 +3%
ST
55
Spinnaker Trust
Maine
$42.1M +$40.8M +725,661 New
OC
56
Oakworth Capital
Alabama
$40.2M +$4.49M +79,928 +13%
PPA
57
Parametric Portfolio Associates
Washington
$38.8M +$1.72M +30,585 +5%
DCM
58
Dupont Capital Management
Delaware
$35.5M -$17.3M -307,209 -33%
FDCC
59
Foster Dykema Cabot & Co
Massachusetts
$35.3M +$1.08M +19,168 +3%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$33.6M +$5.13M +91,198 +19%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$33.3M -$6.72M -119,453 -17%
BSB
62
Bangor Savings Bank
Maine
$32.4M +$28M +497,425 +813%
AC
63
Allstate Corporation
Illinois
$32.3M
CFG
64
CKW Financial Group
Hawaii
$31.9M +$1.11M +19,779 +4%
AI
65
Atria Investments
North Carolina
$31.9M -$875K -15,568 -3%
GC
66
Grimes & Company
Massachusetts
$31.5M +$25.2M +447,865 +470%
CA
67
Capital Advantage
California
$31.4M -$449K -7,989 -1%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$31.3M +$7.9M +140,508 +35%
CCFCSB
69
Cape Cod Five Cents Savings Bank
Massachusetts
$30.8M +$4.42M +78,627 +17%
BWP
70
BSW Wealth Partners
Colorado
$29.9M +$3.91M +69,634 +16%
ST
71
Sentinel Trust
Texas
$29.3M -$881K -15,680 -3%
RWP
72
RWA Wealth Partners
Massachusetts
$27.1M +$26.3M +467,014 New
MCM
73
Makena Capital Management
California
$24.3M
CW
74
Cabot-Wellington
Massachusetts
$23M +$11.8M +209,077 +127%
BTS
75
BB&T Securities
Virginia
$22.3M +$20.1M +357,416 +1,303%

IEFA Hedge Fund Activity: Q1 2017 in Review

438 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2017, worth a combined $17.1B — up 44% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 20 closed out — a net gain of 58 holders — while 225 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $2.03B. The largest seller was United Services Automobile Association, cutting an estimated $54.6M.

  • 438 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2017, up from 388 in Q4 2016.
  • Funds reported $17.1B of iShares Core MSCI EAFE ETF stock for Q1 2017, up 44% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2017 and 20 closed out, a net change of +58 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q1 2017 was BlackRock, an estimated $2.03B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q1 2017 was United Services Automobile Association, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2017.