We are live on ! Find out more
IEFA icon

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
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$3.7M -$298M -4,675,001 -99%
BRM
302
Boston Research & Management
Massachusetts
$3.68M +$452K +7,092 +14%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$3.65M +$36.7K +576 +1%
MFW
304
Mosaic Family Wealth
Missouri
$3.65M -$4.22M -66,206 -52%
HT
305
HighTower Trust
Texas
$3.59M +$965K +15,131 +37%
VIA
306
Vantage Investment Advisors
Pennsylvania
$3.58M +$854K +13,403 +32%
FHA
307
First Horizon Advisors
Tennessee
$3.55M +$190K +2,975 +6%
V
308
Veritable
Delaware
$3.54M
IWM
309
IHT Wealth Management
Illinois
$3.39M +$483K +7,576 +17%
TTWM
310
TCV Trust & Wealth Management
Virginia
$3.37M -$19K -298 -0.6%
BWM
311
Baystate Wealth Management
Massachusetts
$3.36M +$303K +4,748 +9%
KCM
312
Kanawha Capital Management
Virginia
$3.34M +$328K +5,150 +11%
PP
313
PagnatoKarp Partners
Virginia
$3.27M +$41.4K +649 +1%
AIM
314
Acropolis Investment Management
Missouri
$3.27M +$394K +6,180 +14%
CWM
315
Connecticut Wealth Management
Connecticut
$3.26M
LNC
316
Lincoln National Corp
Pennsylvania
$3.25M -$1.49M -23,385 -32%
RIA
317
Rocaton Investment Advisors
Connecticut
$3.25M +$134K +2,099 +4%
WA
318
Wealth Architects
California
$3.16M +$212K +3,332 +7%
GT
319
Greenleaf Trust
Michigan
$3.14M -$123K -1,936 -4%
DADC
320
D.A. Davidson & Co
Montana
$3.14M +$1.11M +17,439 +55%
BF
321
BOK Financial
Oklahoma
$3.12M -$319K -5,002 -9%
VOYA Investment Management
322
VOYA Investment Management
Georgia
$3.08M +$3.06M +48,026 New
AF
323
Advisornet Financial
Minnesota
$3.05M +$2.77M +43,401 +1,046%
MWM
324
Modera Wealth Management
New Jersey
$3.04M -$381K -5,977 -11%
GTAM
325
Global Trust Asset Management
Florida
$3.03M +$71.3K +1,119 +2%

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.