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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
MFG
601
Merit Financial Group
Georgia
$3.2M +$161K +2,138 +5%
IC
602
Iconiq Capital
California
$3.19M
SWA
603
Sax Wealth Advisors
New Jersey
$3.19M +$42.2K +559 +1%
CTA
604
Colonial Trust Advisors
South Carolina
$3.18M +$2.79K +37 +0.1%
RA
605
RFG Advisory
Alabama
$3.18M +$228K +3,017 +8%
OIA
606
OneDigital Investment Advisors
Kansas
$3.15M +$1.89M +24,994 +146%
WAM
607
Wakefield Asset Management
Colorado
$3.15M +$39.1K +518 +1%
SCA
608
St. Clair Advisors
Ohio
$3.14M -$282K -3,738 -8%
EA
609
Emerald Advisors
Washington
$3.11M +$405K +5,358 +15%
1WA
610
180 Wealth Advisors
Washington
$3.1M -$27K -358 -0.9%
KCP
611
KDI Capital Partners
North Carolina
$3.08M +$588K +7,789 +23%
APA
612
American Portfolios Advisors
New York
$3.07M +$528K +6,991 +21%
DT
613
Diversified Trust
Tennessee
$3.03M +$10.9K +145 +0.4%
WSFS
614
Wilmington Savings Fund Society
Delaware
$3.02M +$226K +2,989 +8%
CA
615
Cambridge Associates
Massachusetts
$3.01M -$397K -5,252 -12%
NB
616
Northwest Bancshares
Pennsylvania
$3.01M -$79.5K -1,053 -3%
HT
617
Heritage Trust
Oklahoma
$3.01M -$210K -2,787 -6%
KPWS
618
Kestra Private Wealth Services
Texas
$2.99M -$68.6K -909 -2%
W
619
WealthOne
New York
$2.98M -$72.7K -963 -2%
FUBT
620
First United Bank & Trust
Maryland
$2.95M +$33.7K +447 +1%
WFAG
621
Wescott Financial Advisory Group
Pennsylvania
$2.95M +$201K +2,667 +7%
CWM
622
Cabot Wealth Management
Massachusetts
$2.93M -$471K -6,233 -14%
ATPW
623
Ashton Thomas Private Wealth
Arizona
$2.92M +$196K +2,598 +7%
HIA
624
Harbor Investment Advisory
Maryland
$2.91M -$27.2K -360 -0.9%
BSSFA
625
Baron Silver Stevens Financial Advisors
Florida
$2.9M +$1.05M +13,945 +56%

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.