iShares Core MSCI EAFE ETF
IEFA
1,122 hedge funds and large institutions have $59.6B invested in iShares Core MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 527 increasing their positions, 271 reducing their positions, and 43 closing their positions.
423% more first-time investments, than exits
New positions opened: 225 | Existing positions closed: 43
94% more repeat investments, than reductions
Existing positions increased: 527 | Existing positions reduced: 271
30% more funds holding in top 10
Funds holding in top 10: 209 → 271 (+62)
18% more funds holding
Funds holding: 950 → 1,122 (+172)
13% more capital invested
Capital invested by funds: $52.7B → $59.6B (+$6.98B)
7% more call options, than puts
Call options by funds: $1.69M | Put options by funds: $1.58M
0.47% less ownership
Funds ownership: 80.85% → 80.38% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$940M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$686M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$423M |
| 4 |
JP Morgan Chase
New York
|
+$204M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$571M |
| 2 |
BlackRock
New York
|
-$343M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$325M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$220M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$132M |
IEFA Hedge Fund Activity: Q4 2019 in Review
1,122 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2019, worth a combined $59.6B — up 13% from $52.7B a quarter earlier.
Buyers outnumbered sellers: 225 funds opened new IEFA positions and 43 closed out — a net gain of 182 holders — while 527 added to existing stakes and 271 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $940M. The largest seller was M&T Bank, exiting entirely with an estimated $571M sold.
- 1,122 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2019, up from 950 in Q3 2019.
- Funds reported $59.6B of iShares Core MSCI EAFE ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 225 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2019 and 43 closed out, a net change of +182 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q4 2019 was Fidelity Investments, an estimated $940M added.
- The largest iShares Core MSCI EAFE ETF seller in Q4 2019 was M&T Bank, an estimated $571M sold.
Based on aggregated 13F filings for Q4 2019.