We are live on ! Find out more
IEFA icon

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
Goldman Sachs
26
Goldman Sachs
New York
$364M +$9.08M +148,177 +3%
Ameriprise
27
Ameriprise
Minnesota
$364M -$104M -1,698,091 -22%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$350M -$12.4M -201,752 -3%
SB
29
Suntrust Banks
Georgia
$334M +$12.6M +206,205 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$330M +$35.9M +585,730 +12%
AssetMark Inc
31
AssetMark Inc
California
$324M +$22M +359,048 +7%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$315M +$34.8M +568,300 +12%
RIG
33
RiverFront Investment Group
Virginia
$311M +$11M +179,925 +4%
Northern Trust
34
Northern Trust
Illinois
$310M -$9.63M -157,167 -3%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$298M +$138M +2,249,984 +86%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$291M +$11.4M +186,282 +4%
FTUS
37
Flow Traders U.S.
New York
$260M +$204M +3,330,851 +369%
AA
38
Alesco Advisors
New York
$254M -$767K -12,522 -0.3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$246M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$246M +$23.5M +383,322 +11%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$218M +$90.4M +1,475,219 +71%
Franklin Resources
42
Franklin Resources
California
$217M +$133M +2,172,242 +160%
HTC
43
Haverford Trust Company
Pennsylvania
$214M -$100K -1,632 -0%
AG
44
Advisor Group
Arizona
$179M +$18M +293,733 +11%
SEI Investments
45
SEI Investments
Pennsylvania
$167M +$21.4M +348,788 +15%
NA
46
NextCapital Advisers
Illinois
$167M +$36.5M +596,011 +28%
UBS AM
47
UBS AM
Illinois
$157M -$20.3M -330,882 -11%
BA
48
Bridgewater Associates
Connecticut
$154M -$1.75M -28,520 -1%
JRP
49
Jasper Ridge Partners
California
$152M
AC
50
Allstate Corporation
Illinois
$149M +$55.5M +906,233 +60%

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.