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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
PAM
451
Palisade Asset Management
Minnesota
$1M
SLT
452
St Louis Trust
Missouri
$996K
BBA
453
Braun-Bostich & Associates
Pennsylvania
$993K +$99.8K +1,565 +11%
SCP
454
Silverleafe Capital Partners
Tennessee
$993K +$148K +2,323 +18%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$980K +$286K +4,481 +41%
HWA
456
Heritage Wealth Advisors
Virginia
$980K +$502K +7,872 +106%
OC
457
Oppenheimer & Co
New York
$978K -$29K -455 -3%
KC
458
Kaleidoscope Capital
Massachusetts
$974K
F
459
F3Logic
Minnesota
$966K -$6.39M -100,218 -87%
VFA
460
Valeo Financial Advisors
Indiana
$964K -$291K -4,564 -22%
HFS
461
Haverford Financial Services
Pennsylvania
$955K
PFM
462
Phillips Financial Management
Indiana
$937K -$55.2K -866 -6%
CAL
463
Capital Advisors Ltd
Ohio
$920K -$79.1K -1,241 -8%
KA
464
Kovack Advisors
Florida
$913K +$11.2K +175 +1%
WC
465
Whitney & Co
New York
$912K +$330K +5,175 +52%
PP
466
PrairieView Partners
Minnesota
$898K -$80.4K -1,261 -8%
HW
467
Hancock Whitney
Mississippi
$896K +$892K +13,985 New
VCA
468
Verdence Capital Advisors
Maryland
$894K -$810K -12,699 -48%
AA
469
Advisory Alpha
Michigan
$893K +$94.6K +1,484 +11%
OIA
470
OneDigital Investment Advisors
Kansas
$893K +$554K +8,688 +166%
CL
471
Choreo LLC
Illinois
$886K -$224K -3,521 -20%
BWM
472
Brickley Wealth Management
California
$885K +$880K +13,810 New
PFA
473
Pinnacle Family Advisors
Missouri
$874K -$431K -6,759 -33%
Deutsche Bank
474
Deutsche Bank
Germany
$851K -$379K -5,938 -31%
GAM
475
Gould Asset Management
California
$839K -$27.4K -430 -3%

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.