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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
CWS
401
Cypress Wealth Services
California
$3.52M +$517K +8,566 +17%
VFA
402
Valeo Financial Advisors
Indiana
$3.51M +$2.11M +35,031 +63%
PWAP
403
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.5M -$2.47M -40,895 -42%
DCM
404
DeGreen Capital Management
Arizona
$3.49M -$1.93M -31,962 -38%
BRM
405
Boston Research & Management
Massachusetts
$3.42M +$204K +3,384 +6%
SEIA
406
Signature Estate & Investment Advisors
California
$3.37M -$64.2K -1,063 -2%
1WA
407
180 Wealth Advisors
Washington
$3.36M +$133K +2,198 +4%
W
408
WealthOne
New York
$3.35M +$225K +3,723 +7%
HT
409
Heritage Trust
Oklahoma
$3.34M +$39.5K +654 +1%
GPWA
410
Great Point Wealth Advisors
Massachusetts
$3.29M +$292K +4,840 +10%
HW
411
Hancock Whitney
Mississippi
$3.29M -$63.5K -1,052 -2%
PCIG
412
Partners Capital Investment Group
Massachusetts
$3.28M +$3.24M +53,740 New
CIR
413
Clear Investment Research
Georgia
$3.26M -$23.1K -382 -0.7%
MA
414
Mutual Advisors
Nebraska
$3.25M -$294K -4,879 -8%
PA
415
Paracle Advisors
Washington
$3.22M +$4.41K +73 +0.1%
NFG
416
Next Financial Group
Texas
$3.19M +$25K +415 +0.8%
PTC
417
Private Trust Company
Ohio
$3.17M +$203K +3,359 +7%
PBO
418
Peoples Bank (Ohio)
Ohio
$3.16M -$37.6K -623 -1%
PCA
419
Providence Capital Advisors
North Carolina
$3.14M +$67.2K +1,113 +2%
RW
420
RVW Wealth
California
$3.09M +$3.06M +50,621 New
FHA
421
First Horizon Advisors
Tennessee
$3.09M -$74.2K -1,229 -2%
KCM
422
Kanawha Capital Management
Virginia
$3.07M -$181K -3,000 -6%
HSWM
423
Hubbell Strickland Wealth Management
Louisiana
$3.06M +$3.03M +50,122 New
GT
424
Glenview Trust
Kentucky
$3.05M +$577K +9,561 +24%
WA
425
WBH Advisory
Maryland
$3.05M +$667K +11,045 +28%

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.