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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
NA
276
NewEdge Advisors
Louisiana
$4.66M +$372K +5,832 +9%
GBT
277
Grove Bank & Trust
Florida
$4.56M +$156K +2,451 +4%
C
278
Clearshares
New York
$4.55M -$495K -7,772 -10%
PG
279
Patten Group
Tennessee
$4.5M -$135K -2,112 -3%
PWAP
280
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.44M +$174K +2,724 +4%
BAC
281
Boys Arnold & Co
North Carolina
$4.44M +$419K +6,575 +11%
LFA
282
Legacy Financial Advisors
Kentucky
$4.39M +$216K +3,393 +5%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$4.34M +$1.99M +31,150 +85%
JT
284
Jump Trading
Illinois
$4.28M +$4.26M +66,758 New
RIA
285
RPG Investment Advisory
California
$4.21M +$158K +2,471 +4%
PBO
286
Peoples Bank (Ohio)
Ohio
$4.2M +$8.67K +136 +0.2%
NEGWA
287
New England Guild Wealth Advisors
Connecticut
$4.11M +$20.2K +317 +0.5%
FWM
288
FFT Wealth Management
Pennsylvania
$4.07M -$7.84K -123 -0.2%
WA
289
Waverly Advisors
Alabama
$4M +$399K +6,253 +11%
FCI
290
Financial Counselors Inc
Kansas
$3.98M +$180K +2,831 +5%
MWAC
291
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.98M +$1.64M +25,662 +70%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$3.95M +$249K +3,903 +7%
SEIA
293
Signature Estate & Investment Advisors
California
$3.94M +$195K +3,053 +5%
CIR
294
Clear Investment Research
Georgia
$3.88M -$7.76M -121,776 -67%
CCT
295
Country Club Trust
Missouri
$3.87M -$2.69M -42,136 -41%
HFS
296
HL Financial Services
Kentucky
$3.87M +$1.59M +24,956 +70%
FWP
297
FAS Wealth Partners
Kansas
$3.86M -$104K -1,628 -3%
CTA
298
Chesley Taft & Associates
Illinois
$3.79M +$207K +3,250 +6%
DC
299
Davenport & Co
Virginia
$3.75M +$216K +3,384 +6%
DE
300
Day & Ennis
Georgia
$3.73M +$1.26M +19,732 +51%

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.