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
BPA
326
Beacon Pointe Advisors
California
$5.65M +$2.85M +46,551 +102%
SAM
327
Silvercrest Asset Management
New York
$5.65M
LSAG
328
Lake Street Advisors Group
New Hampshire
$5.63M +$507K +8,268 +10%
RSWM
329
Robertson Stephens Wealth Management
California
$5.58M -$3.3M -53,930 -37%
HPC
330
Hobart Private Capital
North Carolina
$5.58M +$5.57M +90,886 New
FMW
331
Farr Miller & Washington
District of Columbia
$5.56M -$898K -14,662 -14%
5L
332
55I LLC
Massachusetts
$5.55M -$478K -7,798 -8%
GKWIM
333
Gerber Kawasaki Wealth & Investment Management
California
$5.53M -$1.66M -27,144 -23%
APSP
334
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.53M +$140K +2,286 +3%
FCI
335
Financial Counselors Inc
Kansas
$5.47M -$1.1M -18,014 -17%
CMO
336
Covenant Multifamily Offices
Texas
$5.47M +$1.62M +26,414 +42%
MIAN
337
Mariner Independent Advisor Network
Kansas
$5.46M +$291K +4,755 +6%
NS
338
NewDay Solutions
New Hampshire
$5.43M +$5.39M +87,912 New
CC
339
Chanos & Company
New York
$5.35M -$214K -3,490 -4%
AWM
340
Altavista Wealth Management
North Carolina
$5.26M +$410K +6,695 +8%
CGA
341
Crescent Grove Advisors
Illinois
$5.26M +$1.05M +17,175 +25%
EWA
342
ERTS Wealth Advisors
Michigan
$5.24M +$1.05M +17,188 +25%
CFA
343
Cahill Financial Advisors
Minnesota
$5.22M +$19.1K +311 +0.4%
LFG
344
LifePlan Financial Group
Ohio
$5.21M +$34.2K +558 +0.7%
SG Americas Securities
345
SG Americas Securities
New York
$5.17M +$4.94M +80,561 +2,179%
MWM
346
Marietta Wealth Management
Georgia
$5.17M -$31.7K -517 -0.6%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$5.17M -$145K -2,364 -3%
CA
348
Clearstead Advisors
Ohio
$5.14M -$369K -6,024 -7%
DCM
349
DeGreen Capital Management
Arizona
$5.11M -$862K -14,075 -14%
EWM
350
Endurance Wealth Management
Rhode Island
$5.05M -$1.04M -17,000 -17%

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.