We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

172% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 68

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12% more capital invested

Capital invested by funds: $8.54B → $9.54B (+$1B)

7% more funds holding

Funds holding: 307329 (+22)

1.1% less ownership

Funds ownership: 74.53%73.43% (-1.1%)

Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.78%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
Net Calls
+$2.2M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
251
FineMark National Bank & Trust
Florida
$437K +$409K +7,577 +2,196%
SWP
252
Stratos Wealth Partners
Ohio
$417K -$195K -3,605 -32%
JFA
253
JNBA Financial Advisors
Minnesota
$409K +$401K +7,423 New
S
254
SignatureFD
Georgia
$409K +$401K +7,423 New
DC
255
Davenport & Co
Virginia
$401K +$23.7K +440 +6%
WWM
256
Willingdon Wealth Management
North Carolina
$395K +$52.1K +965 +16%
ACA
257
Anchor Capital Advisors
Massachusetts
$394K
SFG
258
StrategIQ Financial Group
Indiana
$380K +$39.8K +737 +12%
FFA
259
First Foundation Advisors
California
$379K -$43K -797 -10%
AIM
260
Advantage Investment Management
Iowa
$370K +$164K +3,032 +82%
DE
261
Day & Ennis
Georgia
$368K +$20.1K +373 +6%
LWMT
262
Legacy Wealth Management (Tennessee)
Tennessee
$350K +$343K +6,347 New
AAM
263
Aureus Asset Management
Massachusetts
$347K
SLG
264
Stanley-Laman Group
Pennsylvania
$334K +$12K +223 +4%
LCM
265
Logan Capital Management
Pennsylvania
$330K
JG
266
Jefferies Group
New York
$312K
CFA
267
CT Financial Advisors
Pennsylvania
$312K +$7.29K +135 +2%
SCM
268
SOL Capital Management
Maryland
$308K +$87.4K +1,620 +41%
BL
269
Balentine LLC
Georgia
$306K
MFW
270
Mosaic Family Wealth
Missouri
$301K -$120K -2,227 -29%
GWM
271
Geneos Wealth Management
Colorado
$301K +$11.6K +215 +4%
EWM
272
Evercore Wealth Management
New York
$284K +$229K +4,250 +475%
FNBTCON
273
First National Bank & Trust Co of Newtown
Pennsylvania
$281K
SI
274
Stephens Inc
Arkansas
$277K +$272K +5,031 New
HWA
275
Heritage Wealth Advisors
Virginia
$259K -$45.9K -850 -15%

IEFA Hedge Fund Activity: Q3 2016 in Review

329 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2016, worth a combined $9.54B — up 12% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IEFA positions and 14 closed out — a net gain of 25 holders — while 185 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was Stadion Money Management, cutting an estimated $148M.

  • 329 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2016, up from 307 in Q2 2016.
  • Funds reported $9.54B of iShares Core MSCI EAFE ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2016 and 14 closed out, a net change of +25 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2016 was Bank of America, an estimated $249M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2016 was Stadion Money Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2016.