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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
MAM
126
Meeder Asset Management
Ohio
$8.85M +$337K +5,987 +4%
CIR
127
Clear Investment Research
Georgia
$8.78M -$400K -7,109 -4%
SAM
128
Silvercrest Asset Management
New York
$8.67M +$2.97M +52,823 +55%
WJA
129
Williams Jones & Associates
New York
$8.62M +$8.37M +148,822 New
WP
130
WealthSource Partners
California
$8.5M -$32K -569 -0.4%
EMA
131
Efficient Market Advisors
California
$8.48M -$326K -5,796 -4%
PA
132
Probity Advisors
Texas
$8.22M +$267K +4,748 +3%
SIA
133
Spruce Investment Advisors
Connecticut
$8.14M -$18.5M -328,960 -70%
EDRIA
134
Edmonds Duncan Registered Investment Advisors
Kansas
$8.07M +$358K +6,362 +5%
QFA
135
Quattro Financial Advisors
Texas
$8.02M +$7.77M +138,246 New
WTC
136
WhitTier Trust Company
Nevada
$7.97M +$6.63K +118 +0.1%
FCBT
137
First Citizens Bank & Trust
North Carolina
$7.87M +$3.21M +57,085 +73%
CFP
138
Cornerstone Financial Partners
North Carolina
$7.66M +$1.25M +22,307 +20%
MCM
139
MV Capital Management
Maryland
$7.58M +$4.59M +81,658 +166%
OFW
140
Omnia Family Wealth
Florida
$7.42M +$2.3M +40,856 +47%
PA
141
Planning Alternatives
Michigan
$6.97M +$408K +7,260 +6%
GKWIM
142
Gerber Kawasaki Wealth & Investment Management
California
$6.97M +$6.8M +120,997 New
MGIA
143
Moneta Group Investment Advisors
Missouri
$6.94M -$1.01M -17,879 -13%
LWM
144
LBA Wealth Management
Florida
$6.9M +$282K +5,025 +4%
Goldman Sachs
145
Goldman Sachs
New York
$6.66M -$82K -1,458 -1%
WBG
146
Wharton Business Group
Pennsylvania
$6.53M -$792K -14,090 -11%
SFS
147
Sowell Financial Services
Arkansas
$6.41M +$2.57M +45,675 +79%
FI
148
FormulaFolio Investments
Michigan
$6.34M +$5.05M +89,918 +460%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$6.31M +$672K +11,954 +12%
WIM
150
Westside Investment Management
California
$6.3M +$6.15M +109,435 New

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.