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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
RBC
501
Roble Belko & Company
Pennsylvania
$5.19M -$16.1K -213 -0.3%
TTWM
502
TCV Trust & Wealth Management
Virginia
$5.16M +$5.17M +68,417 New
HIP
503
Harrell Investment Partners
Texas
$5.15M +$72.3K +957 +1%
BWCS
504
Beirne Wealth Consulting Services
Connecticut
$5.15M +$1.3M +17,235 +33%
KW
505
KWB Wealth
California
$5.1M -$12.2K -162 -0.2%
TIA
506
Tiemann Investment Advisors
California
$5.06M +$122K +1,620 +2%
WWP
507
Waypoint Wealth Partners
California
$4.99M -$157K -2,081 -3%
ICG
508
InterOcean Capital Group
Tennessee
$4.99M +$577K +7,647 +13%
Axa
509
Axa
France
$4.96M +$303K +4,019 +6%
LF
510
Lee Financial
Texas
$4.94M
CWM
511
Curi Wealth Management
North Carolina
$4.93M +$1.33M +17,611 +36%
SF
512
Synovus Financial
Georgia
$4.91M +$2.69M +35,695 +119%
GWM
513
Gitterman Wealth Management
New Jersey
$4.91M -$8.83M -116,962 -64%
FFS
514
Founders Financial Securities
Maryland
$4.9M +$902K +11,942 +22%
RC
515
RBF Capital
California
$4.87M
PCA
516
Providence Capital Advisors
North Carolina
$4.85M +$228K +3,020 +5%
PS
517
Planned Solutions
California
$4.84M +$220K +2,912 +5%
SAM
518
Silvercrest Asset Management
New York
$4.84M +$8.68K +115 +0.2%
BAM
519
Baldrige Asset Management
Pennsylvania
$4.83M -$528 -7 -0%
ACM
520
Armbruster Capital Management
New York
$4.79M -$427K -5,662 -8%
GL
521
Graypoint LLC
New York
$4.78M +$2.07M +27,358 +75%
EI
522
Ellevest Inc
New York
$4.76M +$674K +8,931 +16%
RHBC
523
R.H. Bluestein & Co
Michigan
$4.76M +$1.04M +13,825 +28%
PA
524
Prism Advisors
California
$4.75M -$13K -172 -0.3%
JF
525
Jump Financial
Illinois
$4.74M +$3.07M +40,643 +180%

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.