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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
GLA
426
Good Life Advisors
Pennsylvania
$2.91M +$159K +2,591 +6%
SC
427
Savant Capital
Illinois
$2.88M -$22.4K -366 -0.8%
BWA
428
BlueSky Wealth Advisors
North Carolina
$2.87M -$50.7K -828 -2%
AIM
429
Aspen Investment Management
Michigan
$2.85M +$31.2K +510 +1%
CTA
430
Chesley Taft & Associates
Illinois
$2.84M -$119K -1,950 -4%
FWP
431
FAS Wealth Partners
Kansas
$2.8M -$69.6K -1,136 -2%
SSW
432
Smith Shellnut Wilson
Mississippi
$2.79M +$777K +12,685 +39%
IL
433
Investure LLC
Virginia
$2.77M +$2.76M +45,125 New
MNBTD
434
Moody National Bank Trust Division
Texas
$2.74M
PAM
435
Peninsula Asset Management
Florida
$2.74M +$93.1K +1,520 +4%
GT
436
Greenleaf Trust
Michigan
$2.7M
BFPW
437
BOK Financial Private Wealth
Colorado
$2.63M -$538K -8,774 -17%
CIBC World Market
438
CIBC World Market
Ontario, Canada
$2.63M -$273K -4,460 -9%
LNB
439
Ledyard National Bank
$2.63M +$325K +5,310 +14%
Wealth Enhancement Advisory Services
440
Wealth Enhancement Advisory Services
Minnesota
$2.6M +$1.19M +19,496 +85%
TYCC
441
Texas Yale Capital Corp
Florida
$2.6M -$1.99M -32,488 -43%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$2.58M +$217K +3,549 +9%
PP
443
PagnatoKarp Partners
Virginia
$2.57M -$625K -10,202 -20%
GFPC
444
Global Financial Private Capital
Florida
$2.54M +$2.54M +41,454 New
GT
445
Glenview Trust
Kentucky
$2.48M -$71.4K -1,166 -3%
TA
446
Tiedemann Advisors
New York
$2.42M +$971K +15,842 +67%
MYIA
447
Mount Yale Investment Advisors
Colorado
$2.4M -$78.7K -1,285 -3%
WA
448
WBH Advisory
Maryland
$2.38M +$625K +10,194 +36%
SMM
449
Stadion Money Management
Georgia
$2.34M -$104K -1,700 -4%
BWM
450
BerganKDV Wealth Management
Minnesota
$2.34M -$23.6K -385 -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.