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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
SEIA
201
Signature Estate & Investment Advisors
California
$3.03M -$36.4K -648 -1%
MG
202
Mather Group
Illinois
$3.02M +$252K +4,481 +9%
BWA
203
BlueSky Wealth Advisors
North Carolina
$2.99M -$248K -4,411 -8%
CFA
204
Cahill Financial Advisors
Minnesota
$2.98M +$219K +3,898 +8%
AIM
205
Acropolis Investment Management
Missouri
$2.94M -$83.4K -1,484 -3%
BRWA
206
B. Riley Wealth Advisors
Florida
$2.89M +$781K +13,892 +39%
CBOA
207
Commonwealth Bank of Australia
Australia
$2.8M
FWP
208
FAS Wealth Partners
Kansas
$2.79M +$696K +12,384 +35%
WA
209
Wealth Architects
California
$2.78M +$14.1K +250 +0.5%
NPC
210
National Planning Corporation
California
$2.77M -$288K -5,126 -10%
PFM
211
Peak Financial Management
Massachusetts
$2.75M +$2.38M +42,255 +827%
FMWA
212
Forvis Mazars Wealth Advisors
Missouri
$2.73M -$1.64M -29,257 -38%
TI
213
Truepoint Inc
Ohio
$2.71M -$30.4K -541 -1%
BRM
214
Boston Research & Management
Massachusetts
$2.71M +$138K +2,459 +6%
CCA
215
Cobblestone Capital Advisors
New York
$2.69M -$216K -3,843 -8%
FAAS
216
First Allied Advisory Services
California
$2.65M +$528K +9,398 +26%
HCA
217
Heck Capital Advisors
Wisconsin
$2.59M +$322K +5,721 +15%
FTS
218
Fifth Third Securities
Ohio
$2.57M +$306K +5,448 +14%
CS
219
Comerica Securities
Michigan
$2.57M +$2.49M +44,283 New
FTUS
220
Flow Traders U.S.
New York
$2.53M +$2.45M +43,613 New
PAM
221
Peninsula Asset Management
Florida
$2.49M +$55.4K +985 +2%
BWM
222
Baystate Wealth Management
Massachusetts
$2.42M -$620K -11,027 -21%
ASN
223
Advisory Services Network
Georgia
$2.36M +$2.29M +40,768 New
LWA
224
Lowe Wealth Advisors
Maryland
$2.34M +$2.26M +40,290 +161,160%
TSS
225
Two Sigma Securities
New York
$2.33M +$2.26M +40,136 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.