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
IA
351
IndexIQ Advisors
New York
$5.02M -$1.24M -20,236 -20%
Prudential Financial
352
Prudential Financial
New Jersey
$5M +$477K +7,785 +11%
CA
353
Cornerstone Advisory
Maryland
$4.95M +$63.1K +1,030 +1%
FAIM
354
Financial Advocates Investment Management
Washington
$4.94M +$840K +13,711 +21%
LF
355
Lee Financial
Texas
$4.91M +$55.2K +901 +1%
PAG
356
Private Advisory Group
Washington
$4.9M +$485K +7,915 +11%
SHWM
357
Smith & Howard Wealth Management
Georgia
$4.9M -$1.66M -27,130 -25%
MAFM
358
Mid Atlantic Financial Management
Pennsylvania
$4.89M -$9.57M -156,232 -66%
VR
359
Viridian RIA
Washington
$4.87M -$276K -4,508 -5%
PAMG
360
Patton Albertson Miller Group
Tennessee
$4.85M -$1.02M -16,713 -17%
DC
361
Davenport & Co
Virginia
$4.78M +$247K +4,036 +5%
JIC
362
Johnson Investment Counsel
Ohio
$4.76M +$252K +4,109 +6%
Allianz Asset Management
363
Allianz Asset Management
Germany
$4.72M -$713K -11,643 -13%
TCB
364
Texas Capital Bancshares
Texas
$4.72M +$2.04M +33,303 +77%
EPA
365
Element Pointe Advisors
Florida
$4.69M +$31.2K +510 +0.7%
CI
366
Conning Inc
Connecticut
$4.61M +$1.52M +24,750 +49%
GSIS
367
Global Strategic Investment Solutions
Arizona
$4.5M +$4.81M +78,558 New
PFM
368
Peak Financial Management
Massachusetts
$4.47M -$72.2K -1,178 -2%
GBT
369
Grove Bank & Trust
Florida
$4.4M -$518K -8,458 -11%
T. Rowe Price Associates
370
T. Rowe Price Associates
Maryland
$4.34M +$651K +10,625 +18%
GFS
371
GYL Financial Synergies
Connecticut
$4.32M +$1.35M +22,080 +46%
LNC
372
Lincoln National Corp
Pennsylvania
$4.32M -$136K -2,227 -3%
MWC
373
MKD Wealth Coaches
Michigan
$4.3M +$3.85M +62,806 +870%
QCG
374
Quadrant Capital Group
Ohio
$4.3M +$524K +8,554 +14%
WA
375
Wealth Architects
California
$4.3M -$41.4K -675 -1%

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.