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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
BCP
301
Blue Chip Partners
Michigan
$6.46M +$557K +9,091 +9%
PFPT
302
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.43M -$245K -4,001 -4%
BRWA
303
B. Riley Wealth Advisors
Florida
$6.34M +$3.88M +63,253 +158%
LWA
304
Lowe Wealth Advisors
Maryland
$6.34M -$15K -245 -0.2%
WB
305
Webster Bank
Connecticut
$6.33M -$134K -2,194 -2%
State of Tennessee, Department of Treasury
306
State of Tennessee, Department of Treasury
Tennessee
$6.26M
MPW
307
MA Private Wealth
California
$6.26M +$694K +11,334 +13%
BWM
308
Baystate Wealth Management
Massachusetts
$6.24M -$150K -2,454 -2%
ADL
309
Asset Dedication LLC
California
$6.23M +$758K +12,371 +14%
AIM
310
Allen Investment Management
New York
$6.18M
EW
311
Emerson Wealth
Michigan
$6.18M +$26.9K +439 +0.4%
FFA
312
First Foundation Advisors
California
$6.18M -$1.8M -29,329 -23%
CWM
313
Calamos Wealth Management
Illinois
$6.09M -$1.3M -21,224 -18%
HCA
314
Harbour Capital Advisors
Virginia
$6.08M +$353K +5,755 +6%
PWAP
315
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$6.03M +$409K +6,675 +7%
DE
316
Day & Ennis
Georgia
$6.01M +$361K +5,885 +6%
ECM
317
Evergreen Capital Management
Washington
$5.99M +$722K +11,781 +14%
IFAM
318
Institutional & Family Asset Management
Colorado
$5.98M +$87.6K +1,430 +1%
RA
319
RFG Advisory
Alabama
$5.94M +$1.47M +24,072 +33%
TF
320
Tompkins Financial
New York
$5.89M +$15.3K +250 +0.3%
JA
321
JVL Associates
Michigan
$5.87M +$407K +6,641 +7%
N
322
Natixis
France
$5.87M +$672K +10,970 +13%
DMC
323
Drexel Morgan & Co
Pennsylvania
$5.78M +$3.78M +61,687 +190%
PFM
324
Parsec Financial Management
North Carolina
$5.74M -$53.4K -871 -0.9%
BWFA
325
Baltimore-Washington Financial Advisors
Maryland
$5.72M -$207K -3,385 -4%

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.