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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
PP
501
PrairieView Partners
Minnesota
$1.76M +$541K +8,967 +45%
PA
502
PFG Advisors
Arizona
$1.74M +$35.1K +582 +2%
HB
503
Homrich & Berg
Georgia
$1.73M +$335K +5,544 +24%
FFW
504
Fusion Family Wealth
New York
$1.72M -$484K -8,023 -22%
GTAM
505
Global Trust Asset Management
Florida
$1.72M +$362K +5,998 +27%
EAM
506
Evanson Asset Management
California
$1.7M -$64.4K -1,067 -4%
CWM
507
Cahaba Wealth Management
Georgia
$1.69M -$13.9K -230 -0.8%
MG
508
Mather Group
Illinois
$1.68M +$81.4K +1,349 +5%
GSIS
509
Global Strategic Investment Solutions
Arizona
$1.68M -$3.08M -51,008 -65%
V
510
Veritable
Delaware
$1.67M +$84.5K +1,400 +5%
BBHC
511
Brown Brothers Harriman & Co
New York
$1.67M -$134K -2,223 -8%
PFS
512
Prospera Financial Services
Texas
$1.65M +$584K +9,670 +56%
PPP
513
Private Portfolio Partners
New Jersey
$1.61M +$26.9K +445 +2%
PGWM
514
Parisi Gray Wealth Management
New Jersey
$1.6M -$29.9K -496 -2%
ZIM
515
Zacks Investment Management
Illinois
$1.6M +$273K +4,521 +21%
WA
516
Waverly Advisors
Alabama
$1.59M -$115K -1,911 -7%
CFA
517
Carroll Financial Associates
North Carolina
$1.58M -$47.1K -780 -3%
HFA
518
HC Financial Advisors
California
$1.56M -$13.4K -222 -0.9%
IP
519
Investment Partners
Ohio
$1.55M -$150K -2,487 -9%
NEI
520
Northwest & Ethical Investments
Ontario, Canada
$1.53M +$1.52M +25,100 New
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$1.52M +$34.6K +573 +2%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$58.2K +965 +4%
EWM
523
Evercore Wealth Management
New York
$1.5M -$326K -5,398 -18%
VWM
524
Valley Wealth Managers
New Jersey
$1.5M -$271K -4,482 -15%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$1.5M -$13.3K -221 -0.9%

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.