We are live on ! Find out more
IEFA icon

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
JWCA
626
J.W. Cole Advisors
Florida
$2.87M -$35.4K -469 -1%
CCMD
627
Cypress Capital Management (Delaware)
Delaware
$2.86M -$16.3K -216 -0.6%
AWM
628
AAF Wealth Management
Massachusetts
$2.85M -$274K -3,625 -9%
HR
629
Howe & Rusling
New York
$2.85M -$560K -7,414 -16%
PFS
630
Prospera Financial Services
Texas
$2.84M -$108K -1,426 -4%
BBA
631
Braun-Bostich & Associates
Pennsylvania
$2.81M +$115K +1,522 +4%
HB
632
Homrich & Berg
Georgia
$2.81M -$2.13M -28,154 -43%
HWMA
633
Heritage Wealth Management (Arizona)
Arizona
$2.79M +$2.03M +26,904 +258%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$2.79M +$170K +2,254 +6%
KWA
635
KCS Wealth Advisory
California
$2.77M +$70.7K +936 +3%
SMC
636
Smith, Moore & Co
Missouri
$2.77M -$136K -1,808 -5%
FTS
637
Fifth Third Securities
Ohio
$2.76M +$78.2K +1,036 +3%
MAS
638
Managed Account Services
Florida
$2.76M -$30.1K -399 -1%
SS
639
Simplicity Solutions
Minnesota
$2.76M +$139K +1,842 +5%
CP
640
Capital Planning
Washington
$2.74M +$33.8K +448 +1%
CTC
641
Central Trust Company
Missouri
$2.71M +$20.2K +267 +0.7%
PTC
642
Private Trust Company
Ohio
$2.7M +$369K +4,881 +16%
SS
643
Sunbelt Securities
Texas
$2.69M +$105K +1,396 +4%
MWA
644
Martel Wealth Advisors
Washington
$2.65M +$112K +1,481 +4%
Natixis Advisors
645
Natixis Advisors
Massachusetts
$2.65M +$764K +10,114 +40%
SWP
646
Strategic Wealth Partners
Ohio
$2.64M -$173K -2,298 -6%
CFD
647
Creative Financial Designs
Indiana
$2.62M +$512K +6,783 +24%
RWML
648
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.62M +$2.64M +34,995 New
TCM
649
Twele Capital Management
Minnesota
$2.62M +$156K +2,069 +6%
LWA
650
Lineweaver Wealth Advisors
Ohio
$2.62M -$2.64K -35 -0.1%

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.