iShares Core MSCI EAFE ETF
IEFA
655 hedge funds and large institutions have $33.5B invested in iShares Core MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 331 increasing their positions, 119 reducing their positions, and 28 closing their positions.
443% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 28
178% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 119
43% more call options, than puts
Call options by funds: $6.64M | Put options by funds: $4.63M
23% more funds holding in top 10
Funds holding in top 10: 113 → 139 (+26)
23% more funds holding
Funds holding: 534 → 655 (+121)
14% more capital invested
Capital invested by funds: $29.3B → $33.5B (+$4.13B)
1.79% less ownership
Funds ownership: 81.11% → 79.32% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$586M |
| 2 |
JP Morgan Chase
New York
|
+$438M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$395M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$303M |
| 5 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$129M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$98.7M |
| 3 |
BlackRock
New York
|
-$96.5M |
| 4 |
Squarepoint
New York
|
-$39.8M |
| 5 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$34.7M |
IEFA Hedge Fund Activity: Q4 2017 in Review
655 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2017, worth a combined $33.5B — up 14% from $29.3B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new IEFA positions and 28 closed out — a net gain of 124 holders — while 331 added to existing stakes and 119 trimmed.
The largest buyer was Bank of America, adding an estimated $586M. The largest seller was Stadion Money Management, cutting an estimated $129M.
- 655 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2017, up from 534 in Q3 2017.
- Funds reported $33.5B of iShares Core MSCI EAFE ETF stock for Q4 2017, up 14% quarter-over-quarter.
- 152 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2017 and 28 closed out, a net change of +124 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q4 2017 was Bank of America, an estimated $586M added.
- The largest iShares Core MSCI EAFE ETF seller in Q4 2017 was Stadion Money Management, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2017.