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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
SIC
176
Sigma Investment Counselors
Michigan
$4.56M -$321K -5,717 -7%
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$4.52M
SS
178
Simplicity Solutions
Minnesota
$4.43M -$8.76M -155,766 -67%
BWFA
179
Baltimore-Washington Financial Advisors
Maryland
$4.34M -$137K -2,444 -3%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$4.13M +$4.01M +71,250 New
IAA
181
Independent Advisor Alliance
North Carolina
$3.96M +$3.86M +68,725 New
BPB
182
Badgley, Phelps & Bell
Washington
$3.91M +$518K +9,210 +16%
Citadel Advisors
183
Citadel Advisors
Florida
$3.8M -$2.19M -38,978 -37%
DCM
184
DeGreen Capital Management
Arizona
$3.76M -$145K -2,586 -4%
Brown Advisory
185
Brown Advisory
Maryland
$3.74M +$2.29M +40,713 +171%
MWM
186
Mission Wealth Management
California
$3.68M -$516K -9,186 -13%
SCA
187
Snowden Capital Advisors
New York
$3.67M -$77.4K -1,377 -2%
CCMG
188
Clark Capital Management Group
Pennsylvania
$3.52M -$292K -5,200 -8%
RBC
189
Ronald Blue & Co
Georgia
$3.52M -$1.2M -21,419 -26%
RSA
190
Robertson Stephens Advisors
California
$3.49M +$175K +3,108 +5%
FFBTD
191
First Financial Bank - Trust Division
Ohio
$3.49M +$854K +15,195 +34%
FHA
192
Flagship Harbor Advisors
Massachusetts
$3.43M +$599K +10,648 +22%
PFA
193
Pure Financial Advisors
California
$3.42M +$260K +4,632 +9%
ADL
194
Asset Dedication LLC
California
$3.39M +$192K +3,423 +6%
LC
195
LCNB Corp
Ohio
$3.32M +$305K +5,431 +10%
CWM
196
Connecticut Wealth Management
Connecticut
$3.31M -$3.16M -56,152 -49%
HIM
197
Hanlon Investment Management
New Jersey
$3.24M +$30.1K +536 +1%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$3.2M +$283K +5,034 +10%
JT
199
Jump Trading
Illinois
$3.19M +$3.09M +54,982 New
CA
200
Clearstead Advisors
Ohio
$3.12M +$468K +8,318 +18%

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.