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iShares Core MSCI EAFE ETF

757 hedge funds and large institutions have $47.8B invested in iShares Core MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $4.03M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $45.4B → $47.8B (+$2.38B)

2% more funds holding

Funds holding: 741757 (+16)

1.62% more ownership

Funds ownership: 79.33%80.95% (+1.6%)

1% more funds holding in top 10

Funds holding in top 10: 165166 (+1)

Holders
757
Holders Change
+16
Holders Change %
+2.16%
% of All Funds
17.3%
Holding in Top 10
166
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
3.79%
New
77
Increased
351
Reduced
229
Closed
58
Calls
$6.55M
Puts
$4.03M
Net Calls
+$2.52M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
526
Private Ocean
California
$545K +$42.3K +664 +8%
Squarepoint
527
Squarepoint
New York
$535K -$29.1M -457,064 -98%
LCM
528
Logan Capital Management
Pennsylvania
$535K -$50.4K -790 -9%
JG
529
Jefferies Group
New York
$535K
MIM
530
Macroview Investment Management
Maryland
$531K -$280K -4,392 -35%
BCA
531
Berman Capital Advisors
Georgia
$518K
NF
532
Nikulski Financial
Iowa
$515K +$559K +8,763 New
QAM
533
QCI Asset Management
New York
$510K
MFS
534
McNamara Financial Services
Massachusetts
$504K +$5.8K +91 +1%
CAC
535
Certified Advisory Corp
Florida
$504K +$23K +361 +5%
BFO
536
Biltmore Family Office
North Carolina
$504K +$103K +1,618 +26%
OFG
537
OmniStar Financial Group
North Carolina
$502K -$65.3K -1,024 -12%
WS
538
Wedbush Securities
California
$500K +$33.5K +525 +7%
RWA
539
River Wealth Advisors
Pennsylvania
$496K +$77.5K +1,216 +19%
PAI
540
Pittenger & Anderson Inc
Nebraska
$495K -$19K -298 -4%
EWA
541
Exencial Wealth Advisors
Oklahoma
$487K +$20.7K +324 +4%
CIAS
542
Capital Investment Advisory Services
North Carolina
$485K +$191K +2,990 +65%
KWA
543
KCS Wealth Advisory
California
$482K -$907K -14,235 -65%
CGA
544
Crescent Grove Advisors
Illinois
$482K -$163K -2,557 -25%
SWM
545
SeaCrest Wealth Management
New York
$482K +$5.61K +88 +1%
SFI
546
SPC Financial Inc
Maryland
$481K -$17.5K -275 -4%
FCIM
547
Fairview Capital Investment Management
California
$461K -$91.8K -1,440 -17%
BCM
548
Bourgeon Capital Management
Connecticut
$458K
UBV
549
United Bank (Virginia)
Virginia
$453K
PFS
550
Prospera Financial Services
Texas
$449K -$359K -5,626 -44%

IEFA Hedge Fund Activity: Q3 2018 in Review

757 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2018, worth a combined $47.8B — up 5.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IEFA positions and 58 closed out — a net gain of 19 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $472M. The largest seller was JP Morgan Chase, cutting an estimated $338M.

  • 757 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2018, up from 741 in Q2 2018.
  • Funds reported $47.8B of iShares Core MSCI EAFE ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 77 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2018 and 58 closed out, a net change of +19 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $472M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2018.