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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
MIH
726
Madison Investment Holdings
Wisconsin
$399K
JG
727
Jefferies Group
New York
$398K -$489K -8,100 -55%
WB
728
WesBanco Bank
West Virginia
$395K +$2.11K +35 +0.5%
CIAS
729
Capital Investment Advisory Services
North Carolina
$392K -$37.4K -620 -9%
CNB
730
Camden National Bank
Maine
$390K +$102K +1,692 +36%
ACI
731
Alpha Cubed Investments
California
$389K -$36.9K -612 -9%
ABC
732
Associated Banc-Corp
Wisconsin
$384K +$59.5K +985 +19%
DWM
733
Dakota Wealth Management
Florida
$383K +$141K +2,331 +59%
IPW
734
Inlet Private Wealth
Florida
$382K -$44.3K -734 -11%
RWA
735
River Wealth Advisors
Pennsylvania
$381K +$37.7K +624 +11%
SWP
736
Strategic Wealth Partners
Ohio
$377K -$43.7K -724 -5%
GM
737
GeoWealth Management
Illinois
$377K -$157K -2,600 -30%
NAM
738
NorthCoast Asset Management
Connecticut
$377K +$15.5K +256 +4%
BHWM
739
Bar Harbor Wealth Management
New Hampshire
$376K +$28.1K +466 +8%
OWD
740
Osborn Williams & Donohoe
Ohio
$367K -$1.99K -33 -0.5%
WCM
741
Windham Capital Management
Massachusetts
$366K
AOWM
742
Alpha Omega Wealth Management
Virginia
$365K -$4.04K -67 -1%
KFGK
743
Keystone Financial Group (Kentucky)
Kentucky
$356K +$9.36K +155 +3%
CHA
744
Cooper/Haims Advisors
New York
$353K
QPWM
745
Quadrant Private Wealth Management
Pennsylvania
$351K +$16.5K +273 +5%
FWCM
746
Ferguson Wellman Capital Management
Oregon
$351K +$31.4K +521 +10%
PJSIMP
747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$348K -$3.86K -64 -1%
SFA
748
Sequoia Financial Advisors
Ohio
$346K -$91.7K -1,519 -21%
CT
749
Cambridge Trust
Massachusetts
$345K +$341K +5,653 New
BJL
750
Brighton Jones LLC
Washington
$344K +$78.9K +1,308 +30%

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.