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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
HCA
526
Heck Capital Advisors
Wisconsin
$1.48M +$28.6K +474 +2%
OFW
527
Omnia Family Wealth
Florida
$1.48M -$6.63M -109,924 -82%
KL
528
KWMG LLC
Kansas
$1.47M -$109K -1,812 -7%
I2I
529
Insight 2811 Inc
Illinois
$1.47M +$29.9K +495 +2%
KWMG
530
King Wealth Management Group
Florida
$1.46M -$22.5K -372 -2%
VCM
531
Vivaldi Capital Management
Illinois
$1.45M +$58.4K +968 +4%
DWA
532
Divergent Wealth Advisors
Utah
$1.44M +$394K +6,529 +38%
MWA
533
Martel Wealth Advisors
Washington
$1.43M +$52.5K +870 +4%
BAMG
534
Brand Asset Management Group
Missouri
$1.43M +$6.76K +112 +0.5%
PGA
535
Portland Global Advisors
Maine
$1.42M +$712K +11,798 +103%
MAS
536
Managed Account Services
Florida
$1.41M +$89.4K +1,481 +7%
9WM
537
9258 Wealth Management
Ohio
$1.4M -$177K -2,938 -11%
ARG
538
Advisory Resource Group
Oklahoma
$1.4M -$21.1K -349 -1%
CCA
539
Cobblestone Capital Advisors
New York
$1.4M +$28K +464 +2%
SWA
540
Stratos Wealth Advisors
Ohio
$1.4M +$85.8K +1,421 +7%
BIA
541
Bigelow Investment Advisors
Maine
$1.38M +$48.3K +800 +4%
Deutsche Bank
542
Deutsche Bank
Germany
$1.37M -$311K -5,145 -19%
SFG
543
StrategIQ Financial Group
Indiana
$1.37M -$53.9K -893 -4%
HH
544
Hilltop Holdings
Texas
$1.36M -$1.77M -29,389 -57%
FUBT
545
First United Bank & Trust
Maryland
$1.36M +$13.5K +223 +1%
IWS
546
Insight Wealth Strategies
California
$1.35M +$308K +5,097 +30%
LFAS
547
Level Four Advisory Services
Texas
$1.34M -$53.1K -880 -4%
FT
548
Fiduciary Trust
Massachusetts
$1.34M +$557K +9,236 +72%
LFA
549
Legacy Financial Advisors
Kentucky
$1.34M +$1.32M +21,881 New
GVAG
550
Great Valley Advisor Group
Delaware
$1.33M +$159K +2,642 +14%

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.