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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
GC
626
Grace Capital
Massachusetts
$243K +$228K +3,580 New
CWA
627
Cypress Wealth Advisors
California
$242K
ACM
628
Argent Capital Management
Missouri
$239K +$30K +470 +14%
SWA
629
SFMG Wealth Advisors
Texas
$235K -$60.6K -950 -19%
TCM
630
TD Capital Management
Tennessee
$234K -$6.46M -101,340 -97%
BIA
631
Bigelow Investment Advisors
Maine
$234K +$12.6K +198 +6%
CDIA
632
Capital Directions Investment Advisors
Georgia
$231K +$229K +3,599 New
FHC
633
First Heartland Consultants
Missouri
$231K +$230K +3,605 New
ACP
634
Arcus Capital Partners
Georgia
$230K
CA
635
Calton & Associates
Florida
$227K -$71.5K -1,121 -24%
CPIA
636
Cornell Pochily Investment Advisors
New York
$227K -$56K -878 -20%
SFP
637
Shepherd Financial Partners
Massachusetts
$225K
CWM
638
Cabot Wealth Management
Massachusetts
$225K +$224K +3,508 New
PGA
639
Premia Global Advisors
Florida
$224K -$498K -7,806 -69%
GW
640
GW & Wade
Massachusetts
$224K
HCM
641
HMS Capital Management
Tennessee
$224K +$11.3K +177 +5%
AFP
642
Ausdal Financial Partners
Iowa
$224K +$16.7K +262 +8%
NGA
643
Naples Global Advisors
Florida
$217K +$215K +3,380 New
BI
644
Ballast Inc
Kentucky
$215K +$214K +3,349 New
TFS
645
TrustCore Financial Services
Tennessee
$213K +$14.9K +234 +8%
VAM
646
Visionary Asset Management
Texas
$211K +$210K +3,300 New
BWA
647
Burt Wealth Advisors
Maryland
$210K +$209K +3,280 New
Lido Advisors
648
Lido Advisors
California
$208K -$9.24K -145 -4%
FIM
649
Fernwood Investment Management
Massachusetts
$207K -$7.2K -113 -3%
I
650
IberiaBank
Louisiana
$203K +$202K +3,162 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.