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iShares Core MSCI EAFE ETF

943 hedge funds and large institutions have $53B invested in iShares Core MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 472 increasing their positions, 281 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,215% more call options, than puts

Call options by funds: $4.76M | Put options by funds: $362K

69% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 49

68% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 281

9% more capital invested

Capital invested by funds: $48.6B → $53B (+$4.45B)

3% more funds holding

Funds holding: 920943 (+23)

3% more funds holding in top 10

Funds holding in top 10: 200205 (+5)

0.45% more ownership

Funds ownership: 80.3%80.76% (+0.45%)

Holders
943
Holders Change
+23
Holders Change %
+2.5%
% of All Funds
20.48%
Holding in Top 10
205
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.5%
% of All Funds
4.45%
New
83
Increased
472
Reduced
281
Closed
49
Calls
$4.76M
Puts
$362K
Net Calls
+$4.4M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
626
Roble Belko & Company
Pennsylvania
$697K +$124K +2,028 +22%
BII
627
Bainco International Investors
Massachusetts
$697K +$245K +4,000 +54%
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$696K +$380K +6,200 +123%
CA
629
Crewe Advisors
Utah
$695K +$693K +11,318 New
PIMG
630
Patriot Investment Management Group
Tennessee
$694K -$3.55K -58 -0.5%
ACP
631
Aviance Capital Partners
Florida
$674K +$673K +10,978 New
TCM
632
Tufton Capital Management
Maryland
$673K +$63.6K +1,038 +10%
BJ
633
Brouwer & Janachowski
California
$668K +$11.1K +181 +2%
IDA
634
Intelligence Driven Advisers
California
$666K +$664K +10,842 New
FNBT
635
FineMark National Bank & Trust
Florida
$664K +$31.7K +518 +5%
LFG
636
Larson Financial Group
Missouri
$663K -$10.1K -165 -2%
HNB
637
Huntington National Bank
Ohio
$651K
TD Asset Management
638
TD Asset Management
Ontario, Canada
$651K +$6.13K +100 +1%
PCM
639
Parsons Capital Management
Rhode Island
$647K -$61.3K -1,000 -9%
DY
640
Dowling & Yahnke
California
$641K +$639K +10,436 New
QCIG
641
Quad-Cities Investment Group
Iowa
$640K +$101K +1,641 +19%
EWA
642
EP Wealth Advisors
California
$634K +$4.53K +74 +0.7%
BSW
643
Buckingham Strategic Wealth
Missouri
$631K +$245K +3,995 +64%
IBOK
644
Independence Bank of Kentucky
Kentucky
$620K +$173K +2,820 +39%
MOS
645
MGO One Seven
Ohio
$619K +$142K +2,310 +30%
CFB
646
Cullen/Frost Bankers
Texas
$612K +$42.6K +695 +7%
FNBTCON
647
First National Bank & Trust Co of Newtown
Pennsylvania
$599K
MFG
648
Magnus Financial Group
New York
$591K +$29.4K +480 +5%
SIA
649
Strategic Investment Advisors
Michigan
$591K +$589K +9,621 New
EWM
650
Empirical Wealth Management
Washington
$586K -$37.1K -606 -6%

IEFA Hedge Fund Activity: Q2 2019 in Review

943 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2019, worth a combined $53B — up 9.2% from $48.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IEFA positions and 49 closed out — a net gain of 34 holders — while 472 added to existing stakes and 281 trimmed.

The largest buyer was TIAA FSB, adding an estimated $833M. The largest seller was Bank of America, cutting an estimated $1.07B.

  • 943 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2019, up from 920 in Q1 2019.
  • Funds reported $53B of iShares Core MSCI EAFE ETF stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 83 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2019 and 49 closed out, a net change of +34 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2019 was TIAA FSB, an estimated $833M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2019 was Bank of America, an estimated $1.07B sold.

Based on aggregated 13F filings for Q2 2019.