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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
BCM
601
Bayesian Capital Management
New York
$298K +$297K +4,653 New
KFA
602
Kays Financial Advisory
Georgia
$297K +$9.75K +153 +3%
SFC
603
SYM Financial Corp
Indiana
$297K +$296K +4,638 New
MWA
604
MFA Wealth Advisors
Pennsylvania
$294K +$1.98K +31 +0.6%
JWA
605
JFS Wealth Advisors
Pennsylvania
$292K +$64.5K +1,011 +29%
SQA
606
Simon Quick Advisors
New Jersey
$291K
DAS
607
Dynamic Advisor Solutions
Arizona
$290K -$456K -7,156 -61%
TIA
608
Tiemann Investment Advisors
California
$290K +$289K +4,526 New
KF
609
Krilogy Financial
Missouri
$288K -$150K -2,360 -34%
RCM
610
Radnor Capital Management
Pennsylvania
$288K
DACG
611
Donor Advised Charitable Giving
California
$286K -$15K -235 -5%
DWM
612
Dakota Wealth Management
Florida
$286K +$17.5K +274 +7%
HIMCH
613
Hartford Investment Management Co (HIMCO)
Connecticut
$282K +$281K +4,400 New
VCP
614
Vista Capital Partners
Oregon
$280K +$278K +4,366 New
BWL
615
Bogart Wealth LLC
Virginia
$275K +$165K +2,590 +152%
MAS
616
Madden Advisory Services
Florida
$272K +$26.3K +413 +11%
NCM
617
Northwest Capital Management
Oregon
$268K
M
618
MOTCO
Texas
$262K +$150K +2,352 +135%
GA
619
GFS Advisors
Texas
$256K +$255K +4,000 New
VR
620
Viridian RIA
Washington
$253K +$252K +3,957 New
KFGK
621
Keystone Financial Group (Kentucky)
Kentucky
$250K +$248K +3,890 New
CNB
622
Camden National Bank
Maine
$246K +$19.2K +301 +9%
ABC
623
Associated Banc-Corp
Wisconsin
$244K +$32.5K +510 +15%
LA
624
Legacy Advisors
Pennsylvania
$244K +$242K +3,800 New
WAAG
625
Wealth Alliance Advisory Group
Kansas
$244K +$242K +3,801 New

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.