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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
SC
251
Savant Capital
Illinois
$6.34M +$6.31M +98,961 New
BWFA
252
Baltimore-Washington Financial Advisors
Maryland
$6.33M -$530K -8,309 -8%
ATC
253
Argent Trust Co
Tennessee
$6.18M +$385K +6,040 +7%
ECM
254
Evergreen Capital Management
Washington
$6.15M +$645K +10,113 +12%
IFAM
255
Institutional & Family Asset Management
Colorado
$6.07M +$997K +15,638 +20%
SXL
256
Summit X LLC
Missouri
$5.81M -$178K -2,790 -3%
IWC
257
Integrated Wealth Concepts
Massachusetts
$5.64M +$328K +5,141 +6%
FAM
258
Foresters Asset Management
Ontario, Canada
$5.61M -$1.26M -19,700 -22%
ONB
259
Old National Bancorp
Indiana
$5.59M -$58K -910 -1%
HIMC
260
Heritage Investors Management Corp
Maryland
$5.59M +$74.6K +1,170 +1%
TF
261
Tompkins Financial
New York
$5.53M -$560K -8,779 -9%
IA
262
IndexIQ Advisors
New York
$5.46M +$283K +4,446 +6%
APSP
263
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.37M +$1.17M +18,333 +26%
FNT
264
First National Trust
Pennsylvania
$5.29M +$431K +6,763 +9%
GWM
265
Geneos Wealth Management
Colorado
$5.26M +$467K +7,333 +10%
IWMA
266
Ironwood Wealth Management (Arizona)
Arizona
$4.93M +$233K +3,651 +5%
SCA
267
Snowden Capital Advisors
New York
$4.91M -$330K -5,180 -6%
T. Rowe Price Associates
268
T. Rowe Price Associates
Maryland
$4.91M +$3.88M +60,844 +388%
TI
269
Truepoint Inc
Ohio
$4.9M +$2.18M +34,185 +81%
PFM
270
Parsec Financial Management
North Carolina
$4.87M -$52.3K -820 -1%
ADL
271
Asset Dedication LLC
California
$4.85M +$294K +4,611 +6%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$4.84M +$4.18M +65,500 +655%
CIA
273
Choate Investment Advisors
Massachusetts
$4.81M +$103K +1,623 +2%
MWM
274
Marietta Wealth Management
Georgia
$4.78M +$1.79M +28,050 +60%
ACM
275
Armbruster Capital Management
New York
$4.68M +$571K +8,960 +14%

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.