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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
NPT
351
Nixon Peabody Trust
Massachusetts
$2.48M -$102K -1,600 -4%
BG
352
Bahl & Gaynor
Ohio
$2.46M -$109K -1,710 -4%
BCA
353
Bray Capital Advisors
Florida
$2.45M +$2.05M +32,200 +528%
LF
354
Lee Financial
Texas
$2.44M -$594K -9,318 -20%
RIA
355
Regal Investment Advisors
Michigan
$2.42M +$435K +6,816 +22%
BRWA
356
B. Riley Wealth Advisors
Florida
$2.41M +$42.3K +664 +2%
SSWM
357
Smith Salley Wealth Management
North Carolina
$2.41M +$151K +2,376 +7%
BC
358
Brinker Capital
Pennsylvania
$2.41M +$577K +9,043 +32%
DWT
359
Dorsey & Whitney Trust
South Dakota
$2.37M +$376K +5,893 +19%
FFA
360
First Foundation Advisors
California
$2.36M +$1.49M +23,399 +174%
1WA
361
180 Wealth Advisors
Washington
$2.31M +$295K +4,633 +15%
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$2.28M -$80.8K -1,268 -3%
SMM
363
Stadion Money Management
Georgia
$2.24M +$76.5K +1,200 +4%
WP
364
WealthShield Partners
North Carolina
$2.23M +$319K +5,008 +17%
GLA
365
Great Lakes Advisors
Illinois
$2.19M +$282K +4,422 +15%
AWM
366
Avondale Wealth Management
Texas
$2.18M -$17.9M -280,312 -89%
LFAS
367
Level Four Advisory Services
Texas
$2.17M -$603K -9,458 -22%
KCP
368
KDI Capital Partners
North Carolina
$2.17M -$973K -15,269 -31%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$2.16M +$103K +1,616 +5%
FHA
370
Flagship Harbor Advisors
Massachusetts
$2.12M -$760K -11,923 -27%
QCG
371
Quadrant Capital Group
Ohio
$2.12M +$257K +4,030 +14%
MA
372
MUFG Americas
New York
$2.11M +$177K +2,777 +9%
TYCC
373
Texas Yale Capital Corp
Florida
$2.09M -$2.16M -33,837 -51%
SF
374
Synovus Financial
Georgia
$2.09M -$282K -4,428 -12%
DMC
375
Drexel Morgan & Co
Pennsylvania
$2.08M

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.