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iShares Core MSCI EAFE ETF

1,306 hedge funds and large institutions have $80.3B invested in iShares Core MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 715 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.35M

100% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 357

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

10% more capital invested

Capital invested by funds: $72.8B → $80.3B (+$7.53B)

2% more funds holding in top 10

Funds holding in top 10: 283288 (+5)

1% more funds holding

Funds holding: 1,2891,306 (+17)

0.3% more ownership

Funds ownership: 83.3%83.59% (+0.3%)

Holders
1,306
Holders Change
+17
Holders Change %
+1.32%
% of All Funds
22.73%
Holding in Top 10
288
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.77%
% of All Funds
5.01%
New
92
Increased
715
Reduced
357
Closed
56
Calls
$6.38M
Puts
$1.35M
Net Calls
+$5.03M
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
401
Anderson Hoagland & Co
Missouri
$8.67M +$8.74M +115,802 New
SF
402
Summit Financial
New Jersey
$8.61M +$1.39M +18,453 +19%
HI
403
Human Investing
Oregon
$8.6M +$47.9K +635 +0.6%
PCA
404
Pallas Capital Advisors
Massachusetts
$8.53M +$8.17M +108,258 +2,963%
CWM
405
Concentric Wealth Management
California
$8.51M +$321K +4,250 +4%
CL
406
COWA LLC
Oklahoma
$8.44M +$1.12M +14,857 +15%
VC
407
Veery Capital
Delaware
$8.41M +$215K +2,850 +3%
MBT
408
Montecito Bank & Trust
California
$8.4M +$347K +4,592 +4%
PGA
409
Portland Global Advisors
Maine
$8.38M +$1.01M +13,406 +14%
EW
410
Element Wealth
Mississippi
$8.34M +$260K +3,447 +3%
SBL
411
Sargent Bickham Lagudis
Colorado
$8.32M +$1.92M +25,463 +30%
IC
412
IEQ Capital
California
$8.19M +$91.1K +1,207 +1%
RPC
413
Rossmore Private Capital
Connecticut
$8.17M +$484K +6,410 +6%
LWA
414
Lowe Wealth Advisors
Maryland
$8.13M -$124K -1,641 -1%
IWMWV
415
Ironwood Wealth Management (West Virginia)
West Virginia
$8.12M +$121K +1,608 +2%
WA
416
Wilshire Advisors
California
$8.09M -$418K -5,530 -5%
SF
417
Symphony Financial
Texas
$8.09M -$683K -9,051 -8%
ABC
418
Associated Banc-Corp
Wisconsin
$8.03M +$1.36M +18,003 +20%
IP
419
Investment Partners
Ohio
$7.93M +$75K +993 +0.9%
GWMIA
420
Global Wealth Management Investment Advisory
Florida
$7.85M +$255K +3,379 +3%
NNP
421
Nachman Norwood & Parrott
South Carolina
$7.83M -$19.5K -258 -0.2%
VOYA Investment Management
422
VOYA Investment Management
Georgia
$7.8M +$7.87M +104,214 New
CCT
423
Country Club Trust
Missouri
$7.8M +$334K +4,422 +4%
TWM
424
Titus Wealth Management
California
$7.78M +$86.4K +1,145 +1%
SPIA
425
Strategic Point Investment Advisors
Rhode Island
$7.75M +$7.81M +103,460 New

IEFA Hedge Fund Activity: Q2 2021 in Review

1,306 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2021, worth a combined $80.3B — up 10% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IEFA positions and 56 closed out — a net gain of 36 holders — while 715 added to existing stakes and 357 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $740M. The largest seller was Jane Street, exiting entirely with an estimated $304M sold.

  • 1,306 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2021, up from 1,289 in Q1 2021.
  • Funds reported $80.3B of iShares Core MSCI EAFE ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 92 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2021 and 56 closed out, a net change of +36 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2021 was Victory Capital Management, an estimated $740M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2021 was Jane Street, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2021.