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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
FAIM
451
Financial Advocates Investment Management
Washington
$6.78M -$1.75M -23,207 -20%
SSWM
452
Smith Salley Wealth Management
North Carolina
$6.76M +$673K +8,912 +11%
BFPW
453
BOK Financial Private Wealth
Colorado
$6.76M -$421K -5,573 -6%
PFPT
454
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.74M +$25.4K +336 +0.4%
PWA
455
Pinnacle Wealth Advisors
Tennessee
$6.74M +$6.79M +89,984 New
AWM
456
Apollon Wealth Management
South Carolina
$6.74M +$95.4K +1,264 +1%
RVPG
457
Relative Value Partners Group
$6.73M +$1.91M +25,305 +39%
CFGS
458
Concourse Financial Group Securities
Alabama
$6.64M +$230K +3,043 +4%
PIMG
459
Patriot Investment Management Group
Tennessee
$6.63M +$294K +3,888 +5%
CA
460
CSM Advisors
Pennsylvania
$6.52M +$6.58M +87,150 New
AL
461
ADE LLC
Maryland
$6.5M +$18.6K +247 +0.3%
HHRDM
462
H&H Retirement Design & Management
Nevada
$6.45M -$276K -3,654 -4%
IF
463
Intrua Financial
Texas
$6.37M +$450K +5,956 +8%
PL
464
Plancorp LLC
Missouri
$6.3M +$1.21K +16 +0%
BWM
465
BCS Wealth Management
Tennessee
$6.26M +$32.3K +428 +0.5%
PFM
466
Peak Financial Management
Massachusetts
$6.23M -$45.8K -607 -0.7%
TPCW
467
TD Private Client Wealth
New York
$6.22M -$466K -6,179 -7%
SW
468
SVB Wealth
Massachusetts
$6.19M -$544K -7,211 -8%
KOMWMG
469
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.12M +$156K +2,067 +3%
IA
470
IFS Advisors
Kansas
$6.11M +$6.16M +81,614 New
EWM
471
Endurance Wealth Management
Rhode Island
$6.1M -$24.1K -319 -0.4%
PFM
472
Phillips Financial Management
Indiana
$6.09M -$34K -451 -0.6%
LWPC
473
Legacy Wealth Partners (California)
California
$6.08M -$4.57M -60,578 -43%
CM
474
Columbus Macro
Pennsylvania
$6.01M -$1.05M -13,857 -15%
CWM
475
Cahaba Wealth Management
Georgia
$6.01M -$99.8K -1,322 -2%

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.