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
TCB
326
Texas Capital Bancshares
Texas
$5.86M +$1.15M +19,113 +25%
DMC
327
Drexel Morgan & Co
Pennsylvania
$5.78M +$28.1K +465 +0.5%
APSP
328
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.77M +$265K +4,393 +5%
IA
329
IndexIQ Advisors
New York
$5.75M +$748K +12,395 +15%
FMW
330
Farr Miller & Washington
District of Columbia
$5.69M +$154K +2,550 +3%
AWM
331
Altavista Wealth Management
North Carolina
$5.66M +$417K +6,916 +8%
SAM
332
Silvercrest Asset Management
New York
$5.63M +$9.05K +150 +0.2%
HPC
333
Hobart Private Capital
North Carolina
$5.61M +$54.4K +901 +1%
BWFA
334
Baltimore-Washington Financial Advisors
Maryland
$5.51M -$189K -3,131 -3%
SIC
335
Shoker Investment Counsel
Ohio
$5.47M +$4.38M +72,515 +425%
NS
336
NewDay Solutions
New Hampshire
$5.46M +$3.2K +53 +0.1%
LFG
337
LifePlan Financial Group
Ohio
$5.42M +$228K +3,784 +4%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$5.39M +$247K +4,086 +5%
PFM
339
Parsec Financial Management
North Carolina
$5.35M -$357K -5,915 -6%
CA
340
Clearstead Advisors
Ohio
$5.29M +$173K +2,867 +3%
AGA
341
Arkos Global Advisors
Texas
$5.21M +$1.02M +16,930 +25%
FAIM
342
Financial Advocates Investment Management
Washington
$5.16M +$242K +4,009 +5%
T. Rowe Price Associates
343
T. Rowe Price Associates
Maryland
$5.09M +$755K +12,514 +18%
VR
344
Viridian RIA
Washington
$5.08M +$9.78K +162 +0.2%
BB
345
Busey Bank
Illinois
$5.03M +$4.75M +78,661 +2,147%
EWM
346
Endurance Wealth Management
Rhode Island
$5.03M
GBT
347
Grove Bank & Trust
Florida
$5M +$613K +10,163 +14%
PAMG
348
Patton Albertson Miller Group
Tennessee
$4.99M -$29.8K -494 -0.6%
AWM
349
Avondale Wealth Management
Texas
$4.95M -$3.46M -57,250 -41%
5L
350
55I LLC
Massachusetts
$4.88M -$631K -10,458 -12%

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.