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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
Koshinski Asset Management
551
Koshinski Asset Management
Illinois
$4.12M +$387K +5,132 +10%
BWM
552
Baystate Wealth Management
Massachusetts
$4.07M -$180K -2,380 -4%
HFA
553
Hoover Financial Advisors
Pennsylvania
$4.04M +$99.2K +1,314 +2%
LNC
554
Lincoln National Corp
Pennsylvania
$4.02M -$111K -1,472 -3%
AIA
555
Arbor Investment Advisors
North Carolina
$4.01M +$579K +7,674 +17%
MIAN
556
Mariner Independent Advisor Network
Kansas
$3.99M +$289K +3,832 +8%
CWM
557
Calamos Wealth Management
Illinois
$3.98M -$120K -1,584 -3%
MWM
558
Merriman Wealth Management
Washington
$3.97M -$172K -2,282 -4%
IOOF
559
Independent Order of Foresters
Ontario, Canada
$3.96M
ECM
560
Evergreen Capital Management
Washington
$3.94M +$54.7K +725 +1%
SIA
561
Soltis Investment Advisors
Utah
$3.92M +$10.8K +143 +0.3%
KCM
562
Kanawha Capital Management
Virginia
$3.92M +$54K +715 +1%
ST
563
Spinnaker Trust
Maine
$3.89M +$142K +1,880 +4%
TI
564
tru Independence
Oregon
$3.86M -$5.09M -67,470 -57%
HH
565
Hilltop Holdings
Texas
$3.83M -$3.24M -42,958 -46%
OFG
566
Omega Financial Group
California
$3.8M +$277K +3,674 +8%
NFG
567
Next Financial Group
Texas
$3.78M -$367K -4,864 -9%
Deutsche Bank
568
Deutsche Bank
Germany
$3.76M +$899K +11,907 +31%
GVAG
569
Great Valley Advisor Group
Delaware
$3.75M +$2.16M +28,660 +133%
SW
570
SkyOak Wealth
Michigan
$3.75M +$577K +7,637 +18%
BWM
571
Birchcreek Wealth Management
Ohio
$3.62M +$45.4K +601 +1%
Bessemer Group
572
Bessemer Group
New Jersey
$3.59M -$113K -1,499 -3%
TWA
573
TPB Wealth Advisors
Texas
$3.57M +$205K +2,709 +6%
KWMG
574
King Wealth Management Group
Florida
$3.56M +$465K +6,164 +15%
FT
575
Fiduciary Trust
Massachusetts
$3.54M +$58.5K +775 +2%

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.