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iShares Core MSCI EAFE ETF

943 hedge funds and large institutions have $53B invested in iShares Core MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 472 increasing their positions, 281 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,215% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $362K

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

68% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 281

9% more capital invested

Capital invested by funds: $48.6B → $53B (+$4.45B)

3% more funds holding

Funds holding: 920943 (+23)

3% more funds holding in top 10

Funds holding in top 10: 200205 (+5)

0.45% more ownership

Funds ownership: 80.3%80.76% (+0.45%)

Holders
943
Holders Change
+23
Holders Change %
+2.5%
% of All Funds
20.48%
Holding in Top 10
205
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.5%
% of All Funds
4.45%
New
83
Increased
472
Reduced
281
Closed
49
Calls
$4.76M
Puts
$362K
Net Calls
+$4.4M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Cutler Investment Counsel
Oregon
$12.1M -$133K -2,172 -1%
TCM
227
Towercrest Capital Management
Pennsylvania
$12.1M -$3.62M -59,011 -23%
SWP
228
Stratos Wealth Partners
Ohio
$12.1M +$216K +3,528 +2%
PA
229
Probity Advisors
Texas
$12M +$491K +8,010 +4%
Fiera Capital (Canada)
230
Fiera Capital (Canada)
Quebec, Canada
$11.7M -$7.82M -127,633 -40%
FPCP
231
Fort Point Capital Partners
California
$11.7M -$448K -7,312 -4%
SPC
232
Sigma Planning Corp
Michigan
$11.5M -$880K -14,363 -7%
AIM
233
Acropolis Investment Management
Missouri
$11.4M -$597K -9,745 -5%
IOOF
234
Independent Order of Foresters
Ontario, Canada
$11.4M
DIA
235
Davidson Investment Advisors
Montana
$11.3M -$42.9K -700 -0.4%
BC
236
Brinker Capital
Pennsylvania
$11.2M +$4.41M +72,029 +65%
PFA
237
Pure Financial Advisors
California
$11.2M +$1.27M +20,674 +13%
SCA
238
Snowden Capital Advisors
New York
$11.1M +$553K +9,021 +5%
CCM
239
Coldstream Capital Management
Washington
$11.1M -$81.8K -1,335 -0.7%
NA
240
NewEdge Advisors
Louisiana
$10.9M +$1.28M +20,906 +13%
SRC
241
Sage Rhino Capital
California
$10.6M +$194K +3,165 +2%
MCM
242
Monument Capital Management
Virginia
$10.6M +$16.2K +264 +0.2%
LP
243
LGL Partners
Pennsylvania
$10.6M +$458K +7,483 +5%
IWA
244
Independence Wealth Advisors
Virginia
$10.6M +$763K +12,457 +8%
LI
245
LVZ Inc
Michigan
$10.4M +$125K +2,044 +1%
HIMC
246
Heritage Investors Management Corp
Maryland
$10.3M -$157K -2,566 -2%
RPC
247
Rossmore Private Capital
Connecticut
$10.1M +$423K +6,907 +4%
SHIM
248
Stone House Investment Management
Pennsylvania
$10.1M -$1.01M -16,476 -9%
SIM
249
Stratos Investment Management
Ohio
$9.99M -$12.3K -201 -0.1%
WJA
250
Williams Jones & Associates
New York
$9.98M -$108K -1,768 -1%

IEFA Hedge Fund Activity: Q2 2019 in Review

943 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2019, worth a combined $53B — up 9.2% from $48.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IEFA positions and 49 closed out — a net gain of 34 holders — while 472 added to existing stakes and 281 trimmed.

The largest buyer was TIAA FSB, adding an estimated $833M. The largest seller was Bank of America, cutting an estimated $1.07B.

  • 943 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2019, up from 920 in Q1 2019.
  • Funds reported $53B of iShares Core MSCI EAFE ETF stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2019 and 49 closed out, a net change of +34 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2019 was TIAA FSB, an estimated $833M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2019 was Bank of America, an estimated $1.07B sold.

Based on aggregated 13F filings for Q2 2019.