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iShares Core MSCI EAFE ETF

950 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $480K

45% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 307

24% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 63

2% more funds holding in top 10

Funds holding in top 10: 205209 (+4)

1% more funds holding

Funds holding: 943950 (+7)

0.09% more ownership

Funds ownership: 80.76%80.85% (+0.09%)

1% less capital invested

Capital invested by funds: $53B → $52.7B (-$336M)

Holders
950
Holders Change
+7
Holders Change %
+0.74%
% of All Funds
20.83%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.58%
New
78
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
676
Valmark Advisers
Ohio
$533K
LG
677
Leuthold Group
Minnesota
$531K +$9.18K +152 +2%
G
678
GenTrust
Florida
$530K
MOS
679
MGO One Seven
Ohio
$529K -$86.6K -1,435 -14%
PIA
680
Pinion Investment Advisors
Kansas
$529K -$25.2K -417 -5%
EWA
681
ERTS Wealth Advisors
Michigan
$526K -$4.63M -76,716 -90%
MWC
682
MKD Wealth Coaches
Michigan
$523K -$3.71M -61,469 -88%
OCM
683
One Capital Management
California
$518K
APA
684
American Portfolios Advisors
New York
$512K +$48.9K +810 +11%
MFS
685
McNamara Financial Services
Massachusetts
$512K -$60.4K -1,000 -11%
RCG
686
Rock Creek Group
District of Columbia
$512K +$54.7K +906 +12%
EWM
687
Empirical Wealth Management
Washington
$504K -$78.5K -1,301 -14%
AWA
688
Arete Wealth Advisors
Illinois
$501K +$200K +3,318 +68%
WC
689
Wexford Capital
Florida
$500K +$495K +8,195 New
NWM
690
Northwest Wealth Management
Iowa
$497K
HHGA
691
Halbert Hargrove Global Advisors
California
$497K +$491K +8,133 New
BRWM
692
B. Riley Wealth Management
Tennessee
$495K
Nisa Investment Advisors
693
Nisa Investment Advisors
Missouri
$495K
GAM
694
Gould Asset Management
California
$494K
MWM
695
Meridian Wealth Management
Kentucky
$482K +$81.3K +1,347 +21%
SAM
696
Shamrock Asset Management
Texas
$477K -$11.1K -184 -2%
FWIA
697
Fort Washington Investment Advisors
Ohio
$476K -$46.7K -774 -9%
GFP
698
Gryphon Financial Partners
Ohio
$475K
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$470K +$6.04K +100 +1%
KF
700
Krilogy Financial
Missouri
$454K +$46.5K +770 +12%

IEFA Hedge Fund Activity: Q3 2019 in Review

950 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2019, worth a combined $52.7B — down 0.63% from $53B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IEFA positions and 63 closed out — a net gain of 15 holders — while 445 added to existing stakes and 307 trimmed.

The largest buyer was UBS Group, adding an estimated $280M. The largest seller was Susquehanna International Group, cutting an estimated $556M.

  • 950 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2019, up from 943 in Q2 2019.
  • Funds reported $52.7B of iShares Core MSCI EAFE ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 78 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2019 and 63 closed out, a net change of +15 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2019 was UBS Group, an estimated $280M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2019 was Susquehanna International Group, an estimated $556M sold.

Based on aggregated 13F filings for Q3 2019.