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iShares Core MSCI EAFE ETF

757 hedge funds and large institutions have $47.8B invested in iShares Core MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $4.03M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $45.4B → $47.8B (+$2.38B)

2% more funds holding

Funds holding: 741757 (+16)

1.62% more ownership

Funds ownership: 79.33%80.95% (+1.6%)

1% more funds holding in top 10

Funds holding in top 10: 165166 (+1)

Holders
757
Holders Change
+16
Holders Change %
+2.16%
% of All Funds
17.3%
Holding in Top 10
166
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
3.79%
New
77
Increased
351
Reduced
229
Closed
58
Calls
$6.55M
Puts
$4.03M
Net Calls
+$2.52M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
AE Wealth Management
Kansas
$376K -$53.3K -836 -12%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$375K +$105K +1,644 +39%
G
578
Gainplan
Michigan
$373K -$28.5K -447 -7%
FIM
579
Freedom Investment Management
Connecticut
$373K -$25.6K -402 -6%
BMCM
580
Bryn Mawr Capital Management
Pennsylvania
$368K -$20.2K -317 -5%
QCIG
581
Quad-Cities Investment Group
Iowa
$364K +$17.1K +269 +5%
CCM
582
Canal Capital Management
Virginia
$361K -$44.6K -699 -11%
PSUF
583
People's United Financial
Connecticut
$361K +$70.5K +1,106 +24%
ACA
584
Anchor Capital Advisors
Massachusetts
$352K
AWA
585
Arete Wealth Advisors
Illinois
$338K -$191K -2,991 -36%
BW
586
Biegel & Waller
Maryland
$336K
HFA
587
Huber Financial Advisors
Illinois
$329K
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$328K +$55.1K +865 +20%
CIC
589
Chilton Investment Company
Connecticut
$325K +$323K +5,069 New
Wealth Enhancement Advisory Services
590
Wealth Enhancement Advisory Services
Minnesota
$317K +$72.7K +1,140 +26%
BCM
591
Bienville Capital Management
New York
$316K
BSW
592
Buckingham Strategic Wealth
Missouri
$315K -$108K -1,698 -26%
BBA
593
BLB&B Advisors
Pennsylvania
$315K
CBU
594
CIBC Bank USA
Illinois
$314K -$12.4K -195 -4%
HL
595
HeadInvest LLC
Maine
$312K +$310K +4,866 New
First Manhattan
596
First Manhattan
New York
$311K
QPWM
597
Quadrant Private Wealth Management
Pennsylvania
$301K
BHIA
598
Birch Hill Investment Advisors
Massachusetts
$301K +$300K +4,699 New
Truist Financial
599
Truist Financial
North Carolina
$300K +$298K +4,676 New
AW
600
ACG Wealth
Georgia
$299K -$33.4K -524 -10%

IEFA Hedge Fund Activity: Q3 2018 in Review

757 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2018, worth a combined $47.8B — up 5.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IEFA positions and 58 closed out — a net gain of 19 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $472M. The largest seller was JP Morgan Chase, cutting an estimated $338M.

  • 757 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2018, up from 741 in Q2 2018.
  • Funds reported $47.8B of iShares Core MSCI EAFE ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 77 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2018 and 58 closed out, a net change of +19 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $472M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2018.