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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
AB
651
AT Bancorp
Iowa
$201K -$11.5K -181 -5%
ACM
652
AUA Capital Management
Pennsylvania
$192K
APP
653
Avantax Planning Partners
Iowa
$187K +$186K +2,913 New
MFBTD
654
MB Financial Bank - Trust Department
Illinois
$177K +$176K +2,760 New
CHP
655
Cable Hill Partners
Oregon
$162K -$136K -2,135 -45%
KL
656
KWMG LLC
Kansas
$161K -$510 -8 -0.3%
CB
657
CNB Bank
Pennsylvania
$153K +$7.71K +121 +5%
IBOK
658
Independence Bank of Kentucky
Kentucky
$144K
MA
659
Mangham Associates
Virginia
$139K
OIA
660
Optimum Investment Advisors
Illinois
$139K +$138K +2,164 New
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K
PCP
662
Proficio Capital Partners
Massachusetts
$128K -$121K -1,900 -49%
HWM
663
Holloway Wealth Management
Florida
$127K
AIM
664
Advantage Investment Management
Iowa
$122K -$64.6K -1,013 -35%
SWMG
665
Signature Wealth Management Group
Georgia
$117K +$15.6K +245 +14%
CQS
666
Credential Qtrade Securities
$117K +$116K +1,823 New
SWP
667
Strategic Wealth Partners
Ohio
$114K
KC
668
KHP Capital
Oklahoma
$113K
TFO
669
Tarbox Family Office
California
$107K
RFWA
670
RPg Family Wealth Advisory
Massachusetts
$105K
FFW
671
Fusion Family Wealth
New York
$101K +$42.2K +662 +73%
PGWM
672
Parisi Gray Wealth Management
New Jersey
$100K
BC
673
Barnett & Company
Tennessee
$93K
DWA
674
Divergent Wealth Advisors
Utah
$90K +$91.5K +1,436 New
TCCM
675
Timber Creek Capital Management
Massachusetts
$86K

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.