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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
TFS
576
Thoroughbred Financial Services
Tennessee
$3.54M +$1.02M +13,452 +40%
PWP
577
Personal Wealth Partners
Minnesota
$3.49M
IWM
578
IHT Wealth Management
Illinois
$3.45M +$738K +9,779 +27%
CAC
579
Certified Advisory Corp
Florida
$3.44M +$27.3K +361 +0.8%
IA
580
IFP Advisors
Florida
$3.43M +$232K +3,072 +7%
GTAM
581
Global Trust Asset Management
Florida
$3.42M +$57.7K +764 +2%
GFS
582
GYL Financial Synergies
Connecticut
$3.38M -$80.9K -1,071 -2%
WWM
583
Western Wealth Management
Colorado
$3.36M +$1.86M +24,624 +121%
Lazard Asset Management
584
Lazard Asset Management
New York
$3.36M
WFA
585
Wade Financial Advisory
California
$3.36M +$40K +530 +1%
CIR
586
Clear Investment Research
Georgia
$3.35M -$29.7K -393 -0.9%
NFP
587
Novak Financial Planning
Maryland
$3.35M -$3.7K -49 -0.1%
VWM
588
Valley Wealth Managers
New Jersey
$3.34M +$470K +6,222 +16%
WIA
589
World Investment Advisors
California
$3.34M +$162K +2,148 +5%
HSWM
590
Hubbell Strickland Wealth Management
Louisiana
$3.33M +$21.8K +289 +0.7%
DMC
591
Drexel Morgan & Co
Pennsylvania
$3.31M -$3.18M -42,180 -49%
CWA
592
Centennial Wealth Advisory
Michigan
$3.3M +$3.33M +44,077 New
PA
593
Procyon Advisors
Connecticut
$3.29M +$303K +4,007 +10%
BSW
594
Buckingham Strategic Wealth
Missouri
$3.29M +$525K +6,960 +19%
IWP
595
Icon Wealth Partners
Texas
$3.25M +$284K +3,762 +9%
VAS
596
Vestmark Advisory Solutions
Massachusetts
$3.24M +$666K +8,823 +26%
PFM
597
Parsec Financial Management
North Carolina
$3.23M +$276K +3,652 +9%
IA
598
IndexIQ Advisors
New York
$3.23M -$6.44M -85,335 -66%
CA
599
Continuum Advisory
Idaho
$3.22M +$439K +5,820 +16%
PAM
600
Peninsula Asset Management
Florida
$3.22M -$92K -1,218 -3%

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.