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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
AOWM
726
Alpha Omega Wealth Management
Virginia
$354K -$8.58K -140 -2%
BHWM
727
Bar Harbor Wealth Management
New Hampshire
$349K +$60.6K +989 +21%
KFGK
728
Keystone Financial Group (Kentucky)
Kentucky
$348K +$7.66K +125 +2%
CFS
729
CRA Financial Services
New Jersey
$346K +$76K +1,240 +28%
RWA
730
River Wealth Advisors
Pennsylvania
$345K +$18.6K +303 +6%
Lido Advisors
731
Lido Advisors
California
$344K -$382K -6,235 -53%
FM
732
Family Management
New York
$344K +$344K +5,609 New
ACM
733
Ategra Capital Management
Virginia
$339K +$339K +5,525 New
CAC
734
Certified Advisory Corp
Florida
$337K -$18.4K -300 -5%
QPWM
735
Quadrant Private Wealth Management
Pennsylvania
$337K +$56.9K +928 +20%
QCM
736
Quest Capital Management
Texas
$336K +$3K +49 +0.9%
MWM
737
MorganRosel Wealth Management
Colorado
$332K
ABC
738
Associated Banc-Corp
Wisconsin
$325K +$4.11K +67 +1%
DACG
739
Donor Advised Charitable Giving
California
$322K -$82.3K -1,344 -20%
BCM
740
Bourgeon Capital Management
Connecticut
$322K
FWCM
741
Ferguson Wellman Capital Management
Oregon
$321K
NGA
742
Naples Global Advisors
Florida
$320K +$319K +5,212 New
FPCG
743
Fort Pitt Capital Group
Pennsylvania
$318K -$102K -1,664 -24%
CCMD
744
Cypress Capital Management (Delaware)
Delaware
$318K +$318K +5,184 New
ODG
745
O'Dell Group
Ohio
$313K -$92.8K -1,515 -23%
TPA
746
Trivium Point Advisory
Connecticut
$313K +$24.9K +406 +9%
APW
747
Acima Private Wealth
Virginia
$312K
SS
748
Sunbelt Securities
Texas
$312K +$312K +5,089 New
WDL
749
Well Done LLC
Michigan
$310K +$1.47K +24 +0.5%
CCM
750
Cribstone Capital Management
Maine
$307K -$1.23K -20 -0.4%

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.