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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
TCM
101
Towercrest Capital Management
Pennsylvania
$12.8M +$1.33M +23,630 +12%
I2I
102
Insight 2811 Inc
Illinois
$11.9M +$61.2K +1,089 +0.5%
UWPG
103
Ullmann Wealth Partners Group
Florida
$11.7M +$5.05M +89,812 +80%
HighTower Advisors
104
HighTower Advisors
Illinois
$11.7M +$3.12M +55,513 +38%
MOACM
105
Mutual of America Capital Management
New York
$11.7M +$3.53M +62,838 +45%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$11.7M +$11.3M +201,038 New
AG
107
Advisor Group
Arizona
$11.3M -$970K -17,250 -8%
Mariner
108
Mariner
Kansas
$11.3M +$354K +6,306 +3%
BC
109
Bartlett & Co
Ohio
$11.2M +$2.65M +47,206 +32%
Axa
110
Axa
France
$11.2M +$2.3M +40,830 +27%
Comerica Bank
111
Comerica Bank
Texas
$11M +$7.15M +127,163 +223%
PA
112
Parallel Advisors
California
$10.8M +$356K +6,337 +4%
IA
113
IFP Advisors
Florida
$10.8M +$2.01M +35,730 +24%
TFCP
114
Twin Focus Capital Partners
Massachusetts
$10.6M +$643K +11,430 +7%
FWM
115
FFT Wealth Management
Pennsylvania
$10.4M -$1.98M -35,257 -16%
ICOA
116
Investment Centers of America
North Dakota
$10.3M +$1.96M +34,834 +24%
DIA
117
Davidson Investment Advisors
Montana
$10.1M +$4.22M +74,998 +76%
SHIM
118
Stone House Investment Management
Pennsylvania
$9.9M +$611K +10,876 +7%
RIG
119
Roosevelt Investment Group
New York
$9.64M +$5.9M +105,015 +171%
CFS
120
Commonwealth Financial Services
West Virginia
$9.55M +$9.32M +165,809 New
SWM
121
SigFig Wealth Management
California
$9.48M +$3.99K +71 +0%
AA
122
Ancora Advisors
Ohio
$9.4M +$26.3K +468 +0.3%
BOS
123
Bingham Osborn & Scarborough
California
$9.32M +$20K +356 +0.2%
BCIM
124
Bishop & Co Investment Management
Pennsylvania
$9.02M +$187K +3,327 +2%
VWM
125
Venturi Wealth Management
Texas
$8.99M +$7.32M +130,285 +499%

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.