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iShares Core MSCI EAFE ETF

943 hedge funds and large institutions have $53B invested in iShares Core MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 472 increasing their positions, 281 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,215% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $362K

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

68% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 281

9% more capital invested

Capital invested by funds: $48.6B → $53B (+$4.45B)

3% more funds holding

Funds holding: 920943 (+23)

3% more funds holding in top 10

Funds holding in top 10: 200205 (+5)

0.45% more ownership

Funds ownership: 80.3%80.76% (+0.45%)

Holders
943
Holders Change
+23
Holders Change %
+2.5%
% of All Funds
20.48%
Holding in Top 10
205
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.5%
% of All Funds
4.45%
New
83
Increased
472
Reduced
281
Closed
49
Calls
$4.76M
Puts
$362K
Net Calls
+$4.4M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
526
Vivaldi Capital Management
Illinois
$1.4M -$1.21M -19,819 -46%
HB
527
Homrich & Berg
Georgia
$1.4M +$1.11M +18,042 +381%
AWM
528
Alterna Wealth Management
Texas
$1.39M +$971K +15,844 +233%
CS
529
Credit Suisse
Switzerland
$1.38M +$562K +9,170 +69%
MWA
530
Martel Wealth Advisors
Washington
$1.38M +$54.7K +892 +4%
LWM
531
Liberty Wealth Management
California
$1.38M +$273K +4,463 +25%
CCA
532
Cobblestone Capital Advisors
New York
$1.38M +$14.9K +243 +1%
SMC
533
Smith, Moore & Co
Missouri
$1.37M +$1.37M +22,285 New
FFN
534
Focus Financial Network
Minnesota
$1.36M +$822K +13,411 +153%
GTAM
535
Global Trust Asset Management
Florida
$1.36M +$175K +2,849 +15%
FUBT
536
First United Bank & Trust
Maryland
$1.35M +$30.9K +504 +2%
BIA
537
Bigelow Investment Advisors
Maine
$1.34M +$417K +6,805 +45%
CAL
538
Capital Advisors Ltd
Ohio
$1.33M +$78.6K +1,283 +6%
MAS
539
Managed Account Services
Florida
$1.33M +$5.33K +87 +0.4%
CI Investments Inc
540
CI Investments Inc
Ontario, Canada
$1.33M +$788K +12,857 +147%
ZIM
541
Zacks Investment Management
Illinois
$1.33M +$982K +16,027 +287%
SWA
542
Stratos Wealth Advisors
Ohio
$1.32M -$5.88K -96 -0.4%
EPP
543
ETF Portfolio Partners
Kansas
$1.28M -$7.11K -116 -0.6%
EFSCE
544
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M -$43.2K -705 -3%
KWM
545
Kingsview Wealth Management
Oregon
$1.27M +$812K +13,246 +179%
FA
546
FMA Advisory
Pennsylvania
$1.26M +$83K +1,354 +7%
HR
547
Howe & Rusling
New York
$1.24M -$80.6K -1,316 -6%
MCM
548
Maxim Capital Management
California
$1.22M -$185K -3,019 -13%
PP
549
PrairieView Partners
Minnesota
$1.22M +$12.4K +202 +1%
OAM
550
Oppenheimer Asset Management
New York
$1.2M -$363K -5,917 -23%

IEFA Hedge Fund Activity: Q2 2019 in Review

943 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2019, worth a combined $53B — up 9.2% from $48.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IEFA positions and 49 closed out — a net gain of 34 holders — while 472 added to existing stakes and 281 trimmed.

The largest buyer was TIAA FSB, adding an estimated $833M. The largest seller was Bank of America, cutting an estimated $1.07B.

  • 943 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2019, up from 920 in Q1 2019.
  • Funds reported $53B of iShares Core MSCI EAFE ETF stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2019 and 49 closed out, a net change of +34 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2019 was TIAA FSB, an estimated $833M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2019 was Bank of America, an estimated $1.07B sold.

Based on aggregated 13F filings for Q2 2019.