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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
JWA
576
JFS Wealth Advisors
Pennsylvania
$1.12M +$8.93K +148 +0.8%
ABTD
577
Arvest Bank Trust Division
Oklahoma
$1.12M +$1.11M +18,360 New
SLT
578
St Louis Trust
Missouri
$1.12M
FCA
579
FinTrust Capital Advisors
South Carolina
$1.12M +$251K +4,163 +29%
VCA
580
Verdence Capital Advisors
Maryland
$1.11M +$19.2K +318 +2%
QCMC
581
Quantum Capital Management (California)
California
$1.1M -$3.26K -54 -0.3%
GWCM
582
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$81.5K +1,350 +8%
CWAG
583
Compton Wealth Advisory Group
Virginia
$1.08M
PWAC
584
Private Wealth Advisors (California)
California
$1.07M -$46.6K -772 -4%
LWA
585
Lenox Wealth Advisors
New York
$1.07M -$121 -2 -0%
CMP
586
Courage Miller Partners
Virginia
$1.06M -$55.6K -921 -5%
RBC
587
Roble Belko & Company
Pennsylvania
$1.05M +$355K +5,889 +52%
BCA
588
Bay Colony Advisors
Massachusetts
$1.05M +$56.7K +939 +6%
TIA
589
Tiemann Investment Advisors
California
$1.04M +$136K +2,248 +15%
OC
590
Oppenheimer & Co
New York
$1.01M +$65K +1,077 +7%
SG
591
StoneX Group
New York
$992K -$32.1K -531 -3%
RCF
592
Rainwater Charitable Foundation
Texas
$989K -$2.77M -45,850 -74%
DAS
593
Dynamic Advisor Solutions
Arizona
$988K -$104K -1,731 -10%
FFG
594
Ford Financial Group
California
$985K -$507K -8,403 -34%
EIP
595
Ellis Investment Partners
Pennsylvania
$976K +$1.69K +28 +0.2%
ESB
596
Essex Savings Bank
Connecticut
$967K +$18.3K +304 +2%
Bank of Nova Scotia
597
Bank of Nova Scotia
Ontario, Canada
$957K -$6.42M -106,407 -87%
BMCM
598
Bryn Mawr Capital Management
Pennsylvania
$948K -$19.2K -318 -2%
DWT
599
Dorsey & Whitney Trust
South Dakota
$945K +$145K +2,397 +18%
CI Investments Inc
600
CI Investments Inc
Ontario, Canada
$937K -$380K -6,292 -29%

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.