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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
CT
701
Clearstead Trust
Maine
$42K -$23.3K -365 -36%
AIA
702
Arcadia Investment Advisors
Idaho
$40.7K
WF
703
WealthTrust Fairport
Ohio
$38K -$344K -5,391 -90%
FWC
704
First Washington Corp
Washington
$38K
HI
705
Hudock Inc
Pennsylvania
$36K -$23.7K -372 -40%
TSW
706
Thompson Siegel & Walmsley
Virginia
$36K
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$3K -47 -8%
AWM
708
Avior Wealth Management
Nebraska
$33K
VCM
709
Vigilant Capital Management
Maine
$32K -$38.3K -600 -55%
AWMS
710
Advocacy Wealth Management Services
Georgia
$31K -$49K -769 -62%
FGAM
711
Financial Gravity Asset Management
Texas
$31K -$64 -1 -0.2%
MWPCG
712
Measured Wealth Private Client Group
New Hampshire
$31K +$31.3K +491 New
SMFS
713
Squar Milner Financial Services
California
$25K
AC
714
Avestar Capital
New York
$24K +$1.91K +30 +8%
AWM
715
AllSquare Wealth Management
New York
$22K +$4.53K +71 +26%
RMAM
716
Raab & Moskowitz Asset Management
New Jersey
$22K +$22.7K +356 New
LIA
717
LS Investment Advisors
Michigan
$20K
SSB
718
Sandy Spring Bank
Maryland
$20K
DWM
719
Destination Wealth Management
California
$20K +$6.76K +106 +50%
CCMW
720
Cypress Capital Management (Wyoming)
Wyoming
$19K
SFM
721
Signet Financial Management
New Jersey
$19K
VCM
722
Versant Capital Management
Arizona
$19K +$7.84K +123 +71%
CG
723
Cutler Group
California
$19K +$19.1K +300 New
YWP
724
YorkBridge Wealth Partners
New York
$18K +$319 +5 +2%
IAS
725
IMA Advisory Services
Colorado
$17K

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.