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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
CCP
551
Corient Capital Partners
California
$1.19M
RT
552
Rockland Trust
Massachusetts
$1.19M +$106K +1,738 +10%
GVAG
553
Great Valley Advisor Group
Delaware
$1.18M +$168K +2,743 +17%
RWM
554
Ritholtz Wealth Management
New York
$1.16M -$192K -3,133 -14%
PAM
555
Palisade Asset Management
Minnesota
$1.16M +$205K +3,350 +21%
Natixis Advisors
556
Natixis Advisors
Massachusetts
$1.16M +$146K +2,380 +14%
OIA
557
OneDigital Investment Advisors
Kansas
$1.15M +$629K +10,267 +121%
PFA
558
Pathway Financial Advisors
Vermont
$1.14M +$46K +751 +4%
Canada Life
559
Canada Life
Manitoba, Canada
$1.13M +$1.13M +18,474 New
SLT
560
St Louis Trust
Missouri
$1.13M +$3.25K +53 +0.3%
JWA
561
JFS Wealth Advisors
Pennsylvania
$1.12M +$38.2K +623 +4%
MCIA
562
Mountain Capital Investment Advisors
Colorado
$1.12M +$281K +4,590 +32%
CMP
563
Courage Miller Partners
Virginia
$1.12M +$52.9K +864 +5%
QCMC
564
Quantum Capital Management (California)
California
$1.11M -$123 -2 -0%
VWA
565
V Wealth Advisors
Kansas
$1.11M +$23.3K +381 +2%
PWAC
566
Private Wealth Advisors (California)
California
$1.11M
KA
567
Kovack Advisors
Florida
$1.11M +$617K +10,075 +126%
DAS
568
Dynamic Advisor Solutions
Arizona
$1.1M +$316K +5,154 +40%
VCA
569
Verdence Capital Advisors
Maryland
$1.09M +$101K +1,644 +10%
CWAG
570
Compton Wealth Advisory Group
Virginia
$1.08M -$161K -2,635 -13%
OWA
571
Outlook Wealth Advisors
Texas
$1.08M +$753K +12,287 +229%
LWA
572
Lenox Wealth Advisors
New York
$1.07M +$20.5K +334 +2%
PFS
573
Prospera Financial Services
Texas
$1.07M +$306K +5,002 +40%
OFG
574
Omega Financial Group
California
$1.07M +$7.78K +127 +0.7%
DWA
575
Divergent Wealth Advisors
Utah
$1.05M -$325K -5,304 -24%

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.