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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
Betterment LLC
76
Betterment LLC
New York
$21.5M -$15.9M -283,672 -43%
HCMT
77
Highland Capital Management (Tennessee)
Tennessee
$21.2M +$392K +6,977 +2%
CAI
78
Capital Advisors Inc
Oklahoma
$21.1M +$20.4M +363,628 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$20.7M +$1.1M +19,515 +6%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$20.3M +$9.19M +163,562 +88%
CB
81
Community Bank
New York
$19.9M +$1.63M +29,067 +9%
IH
82
IFC Holdings
Florida
$18.4M +$2.96M +52,605 +20%
PAS
83
Park Avenue Securities
New York
$18.1M -$3.96M -70,389 -18%
VC
84
Vicus Capital
Pennsylvania
$17.8M -$14.5M -257,286 -92%
SI
85
SII Investments
Wisconsin
$17.7M +$2.52M +44,772 +17%
SIAM
86
Sterling Investment Advisors (Missouri)
Missouri
$17.6M +$558K +9,931 +3%
HFA
87
High Falls Advisors
New York
$16.9M -$556K -9,899 -3%
CAN
88
Cetera Advisor Networks
California
$16.8M +$2.83M +50,374 +21%
CWM
89
Calamos Wealth Management
Illinois
$16.8M +$1.18M +20,977 +8%
BTNA
90
Bremer Trust National Association
Minnesota
$16.7M +$3.77M +66,977 +30%
BCI
91
Brinker Capital Investments
Pennsylvania
$16M +$1.64M +29,195 +12%
PAG
92
Private Advisor Group
New Jersey
$15.5M +$1.12M +19,856 +8%
CHA
93
Cedar Hill Associates
Illinois
$15.4M -$3.71M -66,005 -20%
RWM
94
RKL Wealth Management
Pennsylvania
$15.2M +$9.95M +177,017 +206%
CA
95
Cetera Advisors
Colorado
$14.9M +$633K +11,263 +5%
NAM
96
North American Management
Massachusetts
$14.4M -$47.9K -852 -0.3%
BOH
97
Bank of Hawaii
Hawaii
$13.8M -$7.74M -137,699 -37%
MCM
98
MAI Capital Management
Ohio
$13.4M +$3.39M +60,387 +35%
NQWM
99
Northwest Quadrant Wealth Management
Oregon
$13.2M +$1.07M +19,083 +10%
RMC
100
Regis Management Company
California
$13M -$1.41K -25 -0%

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.