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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
RMDI
676
R.M. Davis Inc
Maine
$482K +$64K +1,045 +15%
GFP
677
Gryphon Financial Partners
Ohio
$478K
CBFP
678
Cedar Brook Financial Partners
Ohio
$477K +$200K +3,263 +73%
BWP
679
Bernardo Wealth Planning
Pennsylvania
$471K +$27.6K +451 +6%
NPA
680
Nichols & Pratt Advisers
Massachusetts
$470K -$24.5K -400 -5%
AIP
681
Ahrens Investment Partners
Louisiana
$469K +$9.31K +152 +2%
LWANC
682
Laurel Wealth Advisors (North Carolina)
North Carolina
$466K +$70.5K +1,150 +18%
APA
683
American Portfolios Advisors
New York
$465K -$49.9K -815 -10%
S
684
SignatureFD
Georgia
$465K -$126K -2,060 -21%
CFG
685
Cooper Financial Group
California
$460K -$274K -4,464 -37%
RCG
686
Rock Creek Group
District of Columbia
$459K +$458K +7,477 New
QAM
687
QCI Asset Management
New York
$455K +$9.5K +155 +2%
SFA
688
Sequoia Financial Advisors
Ohio
$441K +$66.8K +1,091 +18%
BOTW
689
Bank of the West
California
$440K -$173K -2,827 -28%
Koshinski Asset Management
690
Koshinski Asset Management
Illinois
$438K -$269K -4,386 -38%
SWM
691
SeaCrest Wealth Management
New York
$438K -$19K -310 -4%
GCA
692
Gradient Capital Advisors
California
$438K +$245 +4 +0.1%
FHC
693
First Heartland Consultants
Missouri
$437K +$195K +3,190 +81%
HR
694
Hayden Royal
North Carolina
$435K +$161K +2,623 +59%
BDF
695
Black Diamond Financial
Maryland
$433K
CIAS
696
Capital Investment Advisory Services
North Carolina
$432K +$121K +1,972 +39%
IPW
697
Inlet Private Wealth
Florida
$430K -$27.4K -448 -6%
PCG
698
Private Capital Group
Connecticut
$429K -$416K -6,789 -50%
PFA
699
Pinnacle Family Advisors
Missouri
$429K +$6K +98 +1%
ACI
700
Alpha Cubed Investments
California
$428K -$65.3K -1,065 -13%

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.