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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
PJSIMP
426
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.24M -$4.53M -71,115 -79%
PCM
427
Parsons Capital Management
Rhode Island
$1.23M +$39.2K +615 +3%
WA
428
WBH Advisory
Maryland
$1.2M -$393K -6,165 -25%
BCM
429
Brasada Capital Management
Texas
$1.18M -$134K -2,109 -10%
VWA
430
V Wealth Advisors
Kansas
$1.18M +$21.7K +341 +2%
CWM
431
Cahaba Wealth Management
Georgia
$1.17M +$533K +8,357 +84%
QCMC
432
Quantum Capital Management (California)
California
$1.17M -$26.8K -421 -2%
FAG
433
Financial Advisory Group
Texas
$1.17M
FUBT
434
First United Bank & Trust
Maryland
$1.16M +$28.9K +454 +3%
Fisher Asset Management
435
Fisher Asset Management
Washington
$1.15M +$1.15M +17,967 New
MWA
436
Martel Wealth Advisors
Washington
$1.15M +$1.14M +17,959 New
IP
437
Intellectus Partners
California
$1.12M +$4.91K +77 +0.4%
FA
438
FMA Advisory
Pennsylvania
$1.12M +$164K +2,579 +17%
PFA
439
Pathway Financial Advisors
Vermont
$1.11M
CBT
440
Central Bank & Trust
Kentucky
$1.1M -$79.7K -1,250 -7%
FCB
441
First Command Bank
Texas
$1.08M +$516K +8,091 +92%
FCFS
442
First Command Financial Services
Texas
$1.08M +$516K +8,091 +92%
State Street
443
State Street
Massachusetts
$1.08M -$5.1K -80 -0.5%
Natixis Advisors
444
Natixis Advisors
Massachusetts
$1.05M +$101K +1,577 +11%
FB
445
Fulton Bank
Pennsylvania
$1.05M +$1.04M +16,319 New
Prudential Financial
446
Prudential Financial
New Jersey
$1.04M +$467K +7,329 +83%
CMP
447
Courage Miller Partners
Virginia
$1.03M +$36.1K +567 +4%
BCA
448
Bay Colony Advisors
Massachusetts
$1.03M +$18K +283 +2%
CWS
449
Cypress Wealth Services
California
$1.01M -$312K -4,892 -24%
SDWMA
450
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M -$38.8K -609 -4%

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.