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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
PMG
701
ProVise Management Group
Florida
$426K
LCM
702
Logan Capital Management
Pennsylvania
$424K +$9.07K +148 +2%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$420K +$223K +3,637 +113%
WP
704
WealthPLAN Partners
Nebraska
$410K -$44.2K -721 -9%
KF
705
Krilogy Financial
Missouri
$410K +$11.8K +193 +3%
FNC
706
First National Corp
Massachusetts
$409K +$52.2K +852 +15%
SCM
707
Smith Capital Management
Arkansas
$402K -$18.5K -302 -4%
MIH
708
Madison Investment Holdings
Wisconsin
$402K
WB
709
WesBanco Bank
West Virginia
$395K +$1.84K +30 +0.5%
HCM
710
Hollencrest Capital Management
California
$395K +$394K +6,437 New
AA
711
Advisory Alpha
Michigan
$391K +$88K +1,436 +29%
NL
712
NWAM LLC
Washington
$383K +$11.3K +184 +3%
SFA
713
Stewardship Financial Advisors
Georgia
$381K -$804K -13,129 -68%
JWM
714
JGP Wealth Management
Oregon
$374K +$373K +6,091 New
RCA
715
Rowland Carmichael Advisors
Arizona
$373K +$5.21K +85 +1%
OWD
716
Osborn Williams & Donohoe
Ohio
$371K +$2.45K +40 +0.7%
WCM
717
Windham Capital Management
Massachusetts
$368K
TCM
718
TD Capital Management
Tennessee
$368K +$68K +1,110 +23%
LSPW
719
Lake Street Private Wealth
Illinois
$368K +$70.9K +1,157 +24%
NAM
720
NorthCoast Asset Management
Connecticut
$363K +$362K +5,911 New
HL
721
HeadInvest LLC
Maine
$361K -$6.13K -100 -2%
SC
722
Scotia Capital
Ontario, Canada
$356K -$190K -3,100 -35%
AP
723
Appleton Partners
Massachusetts
$356K
CHA
724
Cooper/Haims Advisors
New York
$355K
PJSIMP
725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K -$124K -2,031 -26%

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.