We are live on ! Find out more
IEFA icon

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
NEGWA
251
New England Guild Wealth Advisors
Connecticut
$9.92M -$125K -2,034 -1%
HT
252
Hefren-Tillotson
Pennsylvania
$9.87M +$1.23M +20,036 +14%
BPWA
253
Beacon Pointe Wealth Advisors
California
$9.76M +$1.63M +26,530 +20%
CS
254
Comerica Securities
Michigan
$9.62M -$1.59M -25,914 -14%
FWM
255
Fairhaven Wealth Management
Illinois
$9.55M +$447K +7,302 +5%
LC
256
LCNB Corp
Ohio
$9.54M +$30.8K +502 +0.3%
OCG
257
Opus Capital Group
Ohio
$9.47M +$123K +2,004 +1%
SW
258
SVB Wealth
Massachusetts
$9.24M +$9.22M +150,552 New
B
259
Bailard
California
$9.16M -$88.8K -1,449 -1%
GPA
260
Guidance Point Advisors
Massachusetts
$9.06M +$166K +2,716 +2%
AWM
261
AE Wealth Management
Kansas
$9.02M +$7.56M +123,450 +527%
MWP
262
MYCIO Wealth Partners
Pennsylvania
$8.85M +$875K +14,276 +11%
PFG
263
Pacific Financial Group
Washington
$8.85M
ASN
264
Advisory Services Network
Georgia
$8.82M -$450K -7,337 -5%
AWM
265
Avondale Wealth Management
Texas
$8.49M +$88.2K +1,439 +1%
GG
266
Gofen & Glossberg
Illinois
$8.36M +$19K +310 +0.2%
OFW
267
Omnia Family Wealth
Florida
$8.24M +$29.7K +485 +0.4%
CWM
268
Cranbrook Wealth Management
Michigan
$8.23M +$1.39M +22,696 +20%
TIM
269
Tortoise Investment Management
New York
$8.22M +$334K +5,447 +4%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.19M +$57.7K +942 +0.7%
TVAMP
271
Tennessee Valley Asset Management Partners
Tennessee
$8.17M +$1.16M +18,988 +17%
IC
272
InterOcean Capital
Illinois
$8.13M -$308K -5,035 -4%
SIC
273
Sigma Investment Counselors
Michigan
$8.05M +$102K +1,660 +1%
BCI
274
Brinker Capital Investments
Pennsylvania
$7.97M +$3.53M +57,553 +80%
BAC
275
Boys Arnold & Co
North Carolina
$7.95M +$621K +10,137 +8%

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.