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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
BAM
676
Barrett Asset Management
New York
$83K +$43K +675 +108%
MCM
677
Manchester Capital Management
Vermont
$82K
AIM
678
Anchor Investment Management
South Carolina
$79.5K
SNT
679
Security National Trust
West Virginia
$79K -$55.2K -866 -41%
CWA
680
Clarus Wealth Advisors
Arizona
$78K -$5.72M -89,747 -99%
SFSIG
681
San Francisco Sentry Investment Group
California
$77K -$2.23K -35 -3%
1IA
682
1834 Investment Advisors
Wisconsin
$69K
SA
683
SRH Advisors
Kansas
$66K
C
684
Cliffwater
California
$66K +$1.21K +19 +2%
Chevy Chase Trust
685
Chevy Chase Trust
Maryland
$63K
JCM
686
Jacobi Capital Management
Pennsylvania
$62K -$120K -1,885 -66%
FA
687
Fortis Advisors
Pennsylvania
$59K -$9.69K -152 -14%
CFD
688
Creative Financial Designs
Indiana
$59K
GEA
689
Glen Eagle Advisors
New Jersey
$56.6K
PFBT
690
Parkside Financial Bank & Trust
Missouri
$55K -$84.5K -1,325 -61%
BA
691
Ballew Advisors
Mississippi
$53K
FANJ
692
Financial Architects (New Jersey)
New Jersey
$53K +$3.63K +57 +7%
FPFS
693
First Personal Financial Services
North Carolina
$53K +$18.2K +285 +52%
CH
694
Canton Hathaway
Rhode Island
$52K +$51.3K +805 New
RWML
695
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$51.7K -$4.05M -63,563 -99%
POIA
696
Pin Oak Investment Advisors
Texas
$50K
KJWM
697
Kiley Juergens Wealth Management
Washington
$46K
LWM
698
Lenox Wealth Management
Ohio
$45K
SIAP
699
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K +$44.8K +702 New
Victory Capital Management
700
Victory Capital Management
Texas
$44K -$261K -4,097 -86%

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.