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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
SEIA
401
Signature Estate & Investment Advisors
California
$3.45M +$299K +4,885 +10%
VFA
402
Valeo Financial Advisors
Indiana
$3.4M +$1.09M +17,788 +47%
HW
403
Hancock Whitney
Mississippi
$3.37M +$10.6K +173 +0.3%
CAM
404
Concorde Asset Management
Michigan
$3.35M -$400K -6,526 -11%
DT
405
Diversified Trust
Tennessee
$3.34M +$1.3M +21,286 +64%
HT
406
Heritage Trust
Oklahoma
$3.32M +$369K +6,029 +13%
FCA
407
FLC Capital Advisors
California
$3.31M -$335K -5,463 -9%
CIR
408
Clear Investment Research
Georgia
$3.3M -$467K -7,619 -12%
KCM
409
Kanawha Capital Management
Virginia
$3.27M -$34.6K -565 -1%
PA
410
Paracle Advisors
Washington
$3.24M -$30.1K -492 -0.9%
BRM
411
Boston Research & Management
Massachusetts
$3.23M +$156K +2,539 +5%
PBO
412
Peoples Bank (Ohio)
Ohio
$3.21M -$653K -10,655 -17%
NFG
413
Next Financial Group
Texas
$3.18M +$2.57M +41,929 +424%
FHA
414
First Horizon Advisors
Tennessee
$3.18M +$111K +1,806 +4%
HH
415
Hilltop Holdings
Texas
$3.17M +$3.17M +51,727 New
1WA
416
180 Wealth Advisors
Washington
$3.15M +$38.5K +628 +1%
W
417
WealthOne
New York
$3.14M +$467K +7,618 +17%
ECM
418
ETrade Capital Management
Virginia
$3.12M +$3.11M +50,797 New
PCA
419
Providence Capital Advisors
North Carolina
$3.09M +$108K +1,760 +4%
CWM
420
CCG Wealth Management
California
$3.04M +$10.5K +172 +0.3%
GPWA
421
Great Point Wealth Advisors
Massachusetts
$3.02M +$89.1K +1,454 +3%
CWS
422
Cypress Wealth Services
California
$3.01M +$483K +7,885 +19%
PTC
423
Private Trust Company
Ohio
$2.99M -$367K -5,994 -11%
SBL
424
Sargent Bickham Lagudis
Colorado
$2.92M -$646K -10,540 -18%
BFG
425
Beacon Financial Group
Texas
$2.91M +$43.3K +707 +2%

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.