We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

388 hedge funds and large institutions have $11.9B invested in iShares Core MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 31

165% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 72

39% more funds holding in top 10

Funds holding in top 10: 5171 (+20)

24% more capital invested

Capital invested by funds: $9.54B → $11.9B (+$2.33B)

18% more funds holding

Funds holding: 329388 (+59)

4.15% more ownership

Funds ownership: 73.43%77.57% (+4.1%)

Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
9.7%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.77%
New
95
Increased
191
Reduced
72
Closed
31
Calls
$2.13M
Puts
Net Calls
+$2.13M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.29B +$270M +5,037,164 +27%
BFA
2
BlackRock Fund Advisors
California
$1.14B +$23.4M +435,146 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$619M +$62.8M +1,169,915 +11%
Wells Fargo
4
Wells Fargo
California
$552M +$147M +2,743,965 +36%
UBS Group
5
UBS Group
Switzerland
$514M +$267M +4,971,431 +108%
USAA
6
United Services Automobile Association
Texas
$436M +$46.6M +868,640 +12%
KeyBank National Association
7
KeyBank National Association
Ohio
$405M +$22.5M +419,149 +6%
Morgan Stanley
8
Morgan Stanley
New York
$383M +$110M +2,050,555 +40%
US Bancorp
9
US Bancorp
Minnesota
$261M +$30.2M +562,094 +13%
BlackRock
10
BlackRock
New York
$250M +$177M +3,293,825 +239%
BA
11
BlackRock Advisors
Delaware
$245M +$45.1M +840,012 +23%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$235M +$17.4M +324,804 +8%
UCFA
13
United Capital Financial Advisors
Texas
$229M +$8.39M +156,227 +4%
SIM
14
Strategic Investment Management
Virginia
$227M +$227M +4,225,402 New
RJA
15
Raymond James & Associates
Florida
$212M +$43.3M +807,270 +26%
SMM
16
Stadion Money Management
Georgia
$211M -$22.2M -414,269 -10%
JP Morgan Chase
17
JP Morgan Chase
New York
$208M +$38.1M +709,838 +22%
Stifel Financial
18
Stifel Financial
Missouri
$154M +$7.98M +148,683 +5%
BIM
19
BlackRock Investment Management
Delaware
$149M -$3.17M -59,005 -2%
LPL Financial
20
LPL Financial
California
$146M +$145M +2,706,685 New
AA
21
Alesco Advisors
New York
$143M +$19M +353,363 +15%
AllianceBernstein
22
AllianceBernstein
Tennessee
$128M -$2.95M -55,015 -2%
M&T Bank
23
M&T Bank
New York
$127M +$124M +2,312,798 +4,462%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$123M -$25.7M -478,300 -17%
Creative Planning
25
Creative Planning
Kansas
$121M +$11.6M +215,806 +11%

IEFA Hedge Fund Activity: Q4 2016 in Review

388 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2016, worth a combined $11.9B — up 24% from $9.54B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IEFA positions and 31 closed out — a net gain of 64 holders — while 191 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $270M. The largest seller was Mirae Asset Global Investments, cutting an estimated $25.7M.

  • 388 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2016, up from 329 in Q3 2016.
  • Funds reported $11.9B of iShares Core MSCI EAFE ETF stock for Q4 2016, up 24% quarter-over-quarter.
  • 95 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2016 and 31 closed out, a net change of +64 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q4 2016 was Bank of America, an estimated $270M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q4 2016 was Mirae Asset Global Investments, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2016.