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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
SFS
426
Sowell Financial Services
Arkansas
$7.73M -$1.59M -21,057 -17%
WWA
427
WC Walker & Associates
California
$7.73M +$458K +6,062 +6%
MWM
428
Maltin Wealth Management
New Jersey
$7.72M +$512K +6,787 +7%
FMW
429
Farr Miller & Washington
District of Columbia
$7.69M +$267K +3,541 +4%
State of Tennessee, Department of Treasury
430
State of Tennessee, Department of Treasury
Tennessee
$7.64M
MPCG
431
Matrix Private Capital Group
New York
$7.6M +$381K +5,047 +5%
DACG
432
Donor Advised Charitable Giving
California
$7.56M +$376K +4,983 +5%
CS
433
Comerica Securities
Michigan
$7.51M +$96.6K +1,279 +1%
BG
434
Bahl & Gaynor
Ohio
$7.41M +$832K +11,021 +13%
CIM
435
CIM Investment Management
Pennsylvania
$7.39M -$47.3K -627 -0.6%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.38M +$69.8K +924 +0.9%
CWM
437
CCG Wealth Management
California
$7.37M +$1.91M +25,359 +35%
RA
438
Rodgers & Associates
Pennsylvania
$7.31M -$249K -3,295 -3%
ACS
439
Archford Capital Strategies
Illinois
$7.31M +$242K +3,200 +3%
CA
440
Clearstead Advisors
Ohio
$7.29M -$164K -2,177 -2%
HA
441
HYA Advisors
Missouri
$7.22M -$93.5K -1,238 -1%
FFC
442
Fure Financial Corporation
Minnesota
$7.2M +$4.74M +62,764 +188%
CWA
443
Canvas Wealth Advisors
Kansas
$7.2M +$5.53M +73,269 +320%
PP
444
PDS Planning
Ohio
$7.13M +$50K +662 +0.7%
BRWA
445
B. Riley Wealth Advisors
Florida
$7.12M +$786K +10,416 +12%
EWF
446
Epstein & White Financial
California
$7.08M +$415K +5,501 +6%
FCA
447
FinTrust Capital Advisors
South Carolina
$7.03M +$1.89M +24,968 +36%
SXL
448
Summit X LLC
Missouri
$6.98M +$846K +11,202 +14%
JHCP
449
Jackson Hole Capital Partners
Oklahoma
$6.96M +$563K +7,456 +9%
GLLW
450
Graves Light Lenhart Wealth
Virginia
$6.91M +$1.2M +15,928 +21%

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.