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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
FBA
451
Front Barnett Associates
Illinois
$2.33M -$7.66K -125 -0.3%
RIA
452
Regal Investment Advisors
Michigan
$2.27M +$108K +1,760 +5%
Fisher Asset Management
453
Fisher Asset Management
Washington
$2.26M +$1.84M +29,991 +443%
HT
454
HighTower Trust
Texas
$2.24M -$1.31M -21,420 -37%
FFW
455
Fusion Family Wealth
New York
$2.23M +$511K +8,343 +30%
RA
456
Riversedge Advisors
Delaware
$2.22M +$2.33M +37,983 New
LA
457
Lau Associates
Delaware
$2.22M
WWM
458
Western Wealth Management
Colorado
$2.2M -$18.3K -298 -0.8%
FG
459
Fiduciary Group
Georgia
$2.19M +$11.6K +190 +0.5%
CTC
460
Central Trust Company
Missouri
$2.19M +$156K +2,540 +8%
GIA
461
Gladstone Institutional Advisory
Florida
$2.14M +$857K +13,994 +67%
WIA
462
World Investment Advisors
California
$2.14M +$51.6K +843 +2%
KCP
463
KDI Capital Partners
North Carolina
$2.14M +$179K +2,921 +9%
First Trust Advisors
464
First Trust Advisors
Illinois
$2.11M -$2.02M -32,919 -49%
EK
465
Evensky & Katz
Florida
$2.1M -$32.4K -528 -2%
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M +$1.94M +31,745 +1,269%
SSWM
467
Smith Salley Wealth Management
North Carolina
$2.1M -$7.84K -128 -0.4%
PFM
468
Phillips Financial Management
Indiana
$2.09M -$12.7K -207 -0.6%
PG
469
Patten Group
Tennessee
$2.09M -$95.3K -1,555 -4%
American Century Companies
470
American Century Companies
Missouri
$2.05M +$518K +8,455 +34%
BBA
471
BLB&B Advisors
Pennsylvania
$2.02M +$87.3K +1,425 +5%
GP
472
Gresham Partners
Illinois
$2.02M +$2.02M +32,934 New
NSIM
473
North Star Investment Management
Illinois
$2M +$21.9K +358 +1%
PAG
474
Pinnacle Advisory Group
Maryland
$1.95M +$67.6K +1,103 +4%
WAAG
475
Wealth Alliance Advisory Group
Kansas
$1.93M +$63.4K +1,034 +3%

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.