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iShares Core MSCI EAFE ETF

757 hedge funds and large institutions have $47.8B invested in iShares Core MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $4.03M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $45.4B → $47.8B (+$2.38B)

2% more funds holding

Funds holding: 741757 (+16)

1.62% more ownership

Funds ownership: 79.33%80.95% (+1.6%)

1% more funds holding in top 10

Funds holding in top 10: 165166 (+1)

Holders
757
Holders Change
+16
Holders Change %
+2.16%
% of All Funds
17.3%
Holding in Top 10
166
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
3.79%
New
77
Increased
351
Reduced
229
Closed
58
Calls
$6.55M
Puts
$4.03M
Net Calls
+$2.52M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
226
Pure Financial Advisors
California
$7.44M +$7.4M +116,109 New
PFPT
227
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.42M +$91.7K +1,439 +1%
CWM
228
Cranbrook Wealth Management
Michigan
$7.41M +$1.19M +18,642 +19%
SAM
229
Silvercrest Asset Management
New York
$7.33M -$981K -15,394 -12%
Manulife (Manufacturers Life Insurance)
230
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.32M +$20.3K +318 +0.3%
TPWA
231
TRUE Private Wealth Advisors
Oregon
$7.26M -$357K -5,605 -5%
CS
232
Comerica Securities
Michigan
$7.23M +$965K +15,144 +16%
CG
233
Colony Group
Massachusetts
$7.22M -$1.4K -22 -0%
RW
234
Rand Wealth
Maryland
$7.03M +$3.76K +59 +0.1%
WB
235
Webster Bank
Connecticut
$7.01M +$208K +3,257 +3%
FCT
236
Family Capital Trust
Massachusetts
$6.83M -$166K -2,609 -2%
BSAM
237
Blue Sky Asset Management
Colorado
$6.75M +$2.57M +40,285 +62%
CJA
238
C-J Advisory
California
$6.73M -$36.4K -571 -0.5%
WPA
239
West Paces Advisors
Georgia
$6.7M -$12.2K -191 -0.2%
RPC
240
Rossmore Private Capital
Connecticut
$6.66M +$1.55M +24,245 +30%
ASN
241
Advisory Services Network
Georgia
$6.65M +$903K +14,158 +16%
IWP
242
Icon Wealth Partners
Texas
$6.65M -$255K -4,001 -4%
CFA
243
Cahill Financial Advisors
Minnesota
$6.63M +$635K +9,953 +11%
FMW
244
Farr Miller & Washington
District of Columbia
$6.62M +$93.1K +1,461 +1%
LWA
245
Lowe Wealth Advisors
Maryland
$6.61M +$108K +1,691 +2%
Allianz Asset Management
246
Allianz Asset Management
Germany
$6.61M -$537K -8,418 -8%
CNHF
247
Conrad N. Hilton Foundation
California
$6.59M -$29.9M -468,733 -82%
SLF
248
Sun Life Financial
Ontario, Canada
$6.5M
SGAM
249
Steinberg Global Asset Management
Florida
$6.4M -$117K -1,842 -2%
SBL
250
Sargent Bickham Lagudis
Colorado
$6.35M -$1.54M -24,117 -20%

IEFA Hedge Fund Activity: Q3 2018 in Review

757 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2018, worth a combined $47.8B — up 5.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IEFA positions and 58 closed out — a net gain of 19 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $472M. The largest seller was JP Morgan Chase, cutting an estimated $338M.

  • 757 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2018, up from 741 in Q2 2018.
  • Funds reported $47.8B of iShares Core MSCI EAFE ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 77 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2018 and 58 closed out, a net change of +19 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $472M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2018.