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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
TCWA
476
Ten Capital Wealth Advisors
Washington
$6M +$8K +106 +0.1%
ACP
477
Aveo Capital Partners
Colorado
$5.97M +$654K +8,660 +12%
DF
478
Donoghue Forlines
Massachusetts
$5.96M -$3.03M -40,096 -33%
BWL
479
Bogart Wealth LLC
Virginia
$5.87M +$5.96K +79 +0.1%
APW
480
Acima Private Wealth
Virginia
$5.77M -$23K -304 -0.4%
WDG
481
Wealth Dimensions Group
Ohio
$5.76M -$72.6K -962 -1%
LHC
482
Little House Capital
Massachusetts
$5.75M +$676K +8,952 +13%
C
483
Clearshares
New York
$5.74M +$72.3K +958 +1%
RSWM
484
Robertson Stephens Wealth Management
California
$5.65M -$4M -53,037 -41%
LWP
485
Lumature Wealth Partners
Georgia
$5.65M +$217K +2,870 +4%
AIM
486
Aspen Investment Management
Michigan
$5.61M +$9.44K +125 +0.2%
PM
487
Pembroke Management
Quebec, Canada
$5.51M +$203K +2,690 +4%
MFA
488
Mayflower Financial Advisors
Massachusetts
$5.49M -$238K -3,156 -4%
GIA
489
Gladstone Institutional Advisory
Florida
$5.45M +$504K +6,676 +10%
BHWA
490
Beacon Harbor Wealth Advisors
Virginia
$5.45M +$117K +1,547 +2%
APSP
491
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.45M -$153K -2,023 -3%
MP
492
McDonald Partners
Ohio
$5.38M +$264K +3,492 +5%
TA
493
Tectonic Advisors
Texas
$5.33M +$315K +4,167 +6%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$5.32M +$674K +8,925 +14%
BCA
495
Bray Capital Advisors
Florida
$5.32M +$337K +4,462 +7%
MAFM
496
Mid Atlantic Financial Management
Pennsylvania
$5.3M -$4.53M -60,007 -46%
MWA
497
Motive Wealth Advisors
Michigan
$5.27M +$5.31M +70,360 New
SWA
498
Stratos Wealth Advisors
Ohio
$5.26M +$1.32M +17,422 +33%
KA
499
Klingman & Associates
New York
$5.2M +$62.1K +823 +1%
NEGWA
500
New England Guild Wealth Advisors
Connecticut
$5.2M +$114K +1,508 +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.