We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

950 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $480K

45% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 307

24% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 63

2% more funds holding in top 10

Funds holding in top 10: 205209 (+4)

1% more funds holding

Funds holding: 943950 (+7)

0.09% more ownership

Funds ownership: 80.76%80.85% (+0.09%)

1% less capital invested

Capital invested by funds: $53B → $52.7B (-$336M)

Holders
950
Holders Change
+7
Holders Change %
+0.74%
% of All Funds
20.83%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.58%
New
78
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
301
Crescent Grove Advisors
Illinois
$6.69M +$1.44M +23,819 +28%
HCA
302
Harbour Capital Advisors
Virginia
$6.65M +$601K +9,960 +10%
BW
303
Biegel & Waller
Maryland
$6.64M -$1.21K -20 -0%
FCT
304
Family Capital Trust
Massachusetts
$6.62M -$664 -11 -0%
ACM
305
Armbruster Capital Management
New York
$6.59M +$16.6K +275 +0.3%
W
306
WealthStone
Ohio
$6.45M +$6.37M +105,617 New
BCP
307
Blue Chip Partners
Michigan
$6.4M -$24.3K -402 -0.4%
MBT
308
Montecito Bank & Trust
California
$6.38M -$851K -14,095 -12%
DE
309
Day & Ennis
Georgia
$6.27M +$283K +4,685 +5%
LWA
310
Lowe Wealth Advisors
Maryland
$6.26M -$37.4K -620 -0.6%
TF
311
Tompkins Financial
New York
$6.25M +$389K +6,446 +7%
N
312
Natixis
France
$6.25M +$409K +6,779 +7%
State of Tennessee, Department of Treasury
313
State of Tennessee, Department of Treasury
Tennessee
$6.23M
EW
314
Emerson Wealth
Michigan
$6.15M +$6.16K +102 +0.1%
AIM
315
Allen Investment Management
New York
$6.15M
TWM
316
Titus Wealth Management
California
$6.1M +$614K +10,166 +11%
AF
317
Advisornet Financial
Minnesota
$6.07M -$1.78M -29,446 -23%
BWM
318
Baystate Wealth Management
Massachusetts
$6.04M -$126K -2,092 -2%
JA
319
JVL Associates
Michigan
$6.02M +$177K +2,935 +3%
FCI
320
Financial Counselors Inc
Kansas
$6.01M +$558K +9,242 +10%
FFA
321
First Foundation Advisors
California
$5.97M -$176K -2,909 -3%
RA
322
RFG Advisory
Alabama
$5.91M +$2.41K +40 +0%
ADL
323
Asset Dedication LLC
California
$5.89M -$304K -5,044 -5%
KCM
324
Karp Capital Management
California
$5.89M +$5.82M +96,425 New
ECM
325
Evergreen Capital Management
Washington
$5.88M -$76.6K -1,269 -1%

IEFA Hedge Fund Activity: Q3 2019 in Review

950 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2019, worth a combined $52.7B — down 0.63% from $53B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 63 closed out — a net gain of 15 holders — while 445 added to existing stakes and 307 trimmed.

The largest buyer was UBS Group, adding an estimated $280M. The largest seller was Susquehanna International Group, cutting an estimated $556M.

  • 950 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2019, up from 943 in Q2 2019.
  • Funds reported $52.7B of iShares Core MSCI EAFE ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2019 and 63 closed out, a net change of +15 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2019 was UBS Group, an estimated $280M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2019 was Susquehanna International Group, an estimated $556M sold.

Based on aggregated 13F filings for Q3 2019.