iShares Core MSCI EAFE ETF
IEFA
165 hedge funds and large institutions have $3.03B invested in iShares Core MSCI EAFE ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 35 reducing their positions, and 12 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 35
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
29% more capital invested
Capital invested by funds: $2.36B → $3.03B (+$675M)
10% more funds holding
Funds holding: 150 → 165 (+15)
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
17.89% less ownership
Funds ownership: 73.72% → 55.83% (-18%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $673K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.9M |
| 2 |
Jane Street
New York
|
+$61.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$48M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$53.6M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$37.5M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$21.8M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$16.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.55M |
IEFA Hedge Fund Activity: Q1 2015 in Review
165 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2015, worth a combined $3.03B — up 29% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IEFA positions and 12 closed out — a net gain of 17 holders — while 90 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.9M. The largest seller was AllianceBernstein, cutting an estimated $53.6M.
- 165 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2015, up from 150 in Q4 2014.
- Funds reported $3.03B of iShares Core MSCI EAFE ETF stock for Q1 2015, up 29% quarter-over-quarter.
- 29 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2015 and 12 closed out, a net change of +17 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2015 was Morgan Stanley, an estimated $66.9M added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2015 was AllianceBernstein, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2015.