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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
PAS
526
Park Avenue Securities
New York
$4.73M +$1.28M +16,986 +37%
IAN
527
Integrated Advisors Network
Texas
$4.72M +$1.12M +14,878 +31%
ICM
528
Islay Capital Management
Texas
$4.66M -$1.03M -13,618 -18%
WA
529
Wealth Alliance
New York
$4.65M -$23.9K -316 -0.5%
EWA
530
EP Wealth Advisors
California
$4.64M -$2.81M -37,232 -38%
AIM
531
Allen Investment Management
New York
$4.64M
EFL
532
ERn Financial LLC
Wisconsin
$4.61M +$367K +4,858 +9%
BRM
533
Boston Research & Management
Massachusetts
$4.6M +$64.9K +859 +1%
DWM
534
Defined Wealth Management
Oregon
$4.57M +$630K +8,348 +16%
SSWG
535
Seven Springs Wealth Group
Tennessee
$4.57M +$386K +5,109 +9%
FBA
536
Front Barnett Associates
Illinois
$4.54M -$69.8K -925 -2%
VR
537
Viridian RIA
Washington
$4.5M
KFP
538
KMG Fiduciary Partners
Ohio
$4.49M -$18.5K -245 -0.4%
FFA
539
First Foundation Advisors
California
$4.46M +$1.09M +14,491 +32%
ASN
540
Advisory Services Network
Georgia
$4.43M +$500K +6,619 +13%
AL
541
Aspiriant LLC
California
$4.43M +$1.66M +21,937 +59%
MWM
542
Marietta Wealth Management
Georgia
$4.4M +$408K +5,407 +10%
SSW
543
Smith Shellnut Wilson
Mississippi
$4.38M +$636K +8,422 +17%
MA
544
Mutual Advisors
Nebraska
$4.34M +$1.46M +19,391 +50%
PBO
545
Peoples Bank (Ohio)
Ohio
$4.28M +$191K +2,533 +5%
FPCP
546
Fort Point Capital Partners
California
$4.27M +$336K +4,444 +8%
PP
547
Palladium Partners
Virginia
$4.24M +$6.27K +83 +0.1%
RIA
548
Regal Investment Advisors
Michigan
$4.23M +$4.26M +56,448 New
VC
549
Veracity Capital
Georgia
$4.13M -$6.78M -89,833 -62%
MNBTD
550
Moody National Bank Trust Division
Texas
$4.13M

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.