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iShares Core MSCI EAFE ETF

950 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $480K

45% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 307

24% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 63

2% more funds holding in top 10

Funds holding in top 10: 205209 (+4)

1% more funds holding

Funds holding: 943950 (+7)

0.09% more ownership

Funds ownership: 80.76%80.85% (+0.09%)

1% less capital invested

Capital invested by funds: $53B → $52.7B (-$336M)

Holders
950
Holders Change
+7
Holders Change %
+0.74%
% of All Funds
20.83%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.58%
New
78
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
476
Kovack Advisors
Florida
$2.11M +$998K +16,530 +92%
BWCS
477
Beirne Wealth Consulting Services
Connecticut
$2.11M +$260K +4,300 +14%
WWM
478
Western Wealth Management
Colorado
$2.1M -$80K -1,326 -4%
PG
479
Patten Group
Tennessee
$2.07M -$6.82K -113 -0.3%
BHWM
480
Bay Harbor Wealth Management
Maryland
$2.03M +$340K +5,633 +20%
NSIM
481
North Star Investment Management
Illinois
$2.02M +$39.2K +650 +2%
Fisher Asset Management
482
Fisher Asset Management
Washington
$2.02M -$227K -3,758 -10%
GP
483
Gresham Partners
Illinois
$2.01M
PAG
484
Pinnacle Advisory Group
Maryland
$1.99M +$50.5K +837 +3%
BCA
485
Bray Capital Advisors
Florida
$1.99M +$1.1M +18,160 +125%
LWM
486
Liberty Wealth Management
California
$1.99M +$605K +10,026 +45%
HSA
487
HBK Sorce Advisory
Pennsylvania
$1.97M +$76.9K +1,274 +4%
SF
488
Synovus Financial
Georgia
$1.96M +$224K +3,716 +13%
PFM
489
Phillips Financial Management
Indiana
$1.95M -$119K -1,968 -6%
FFN
490
Focus Financial Network
Minnesota
$1.91M +$546K +9,044 +41%
NFG
491
Nations Financial Group
Iowa
$1.9M +$1.56M +25,851 +606%
OWA
492
Outlook Wealth Advisors
Texas
$1.89M +$804K +13,328 +75%
DT
493
Diversified Trust
Tennessee
$1.88M -$1.42M -23,569 -43%
PSUF
494
People's United Financial
Connecticut
$1.88M +$220K +3,652 +14%
FCIM
495
Fairview Capital Investment Management
California
$1.82M +$232K +3,850 +15%
CS
496
Credit Suisse
Switzerland
$1.8M +$415K +6,877 +31%
CIA
497
Capital Investment Advisors
Georgia
$1.79M +$177K +2,934 +11%
ACP
498
Aveo Capital Partners
Colorado
$1.79M +$15.4K +255 +0.9%
TFS
499
Thoroughbred Financial Services
Tennessee
$1.78M +$1.76M +29,161 New
MG
500
McCutchen Group
Washington
$1.76M

IEFA Hedge Fund Activity: Q3 2019 in Review

950 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2019, worth a combined $52.7B — down 0.63% from $53B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 63 closed out — a net gain of 15 holders — while 445 added to existing stakes and 307 trimmed.

The largest buyer was UBS Group, adding an estimated $280M. The largest seller was Susquehanna International Group, cutting an estimated $556M.

  • 950 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2019, up from 943 in Q2 2019.
  • Funds reported $52.7B of iShares Core MSCI EAFE ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2019 and 63 closed out, a net change of +15 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2019 was UBS Group, an estimated $280M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2019 was Susquehanna International Group, an estimated $556M sold.

Based on aggregated 13F filings for Q3 2019.