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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
RFA
751
Reilly Financial Advisors
California
$2K
NFG
752
Next Financial Group
Texas
$2K +$1.72K +27 New
IAA
753
Independent Advisor Alliance
North Carolina
$2K +$153K +2,398 +10%
BRC
754
Bell Rock Capital
Delaware
$1K
TFA
755
Transamerica Financial Advisors
Florida
$1K
CF
756
Centaurus Financial
California
$700 -$1.06M -16,675 -100%
FRA
757
Front Row Advisors
California
$29
AC
758
Alleghany Corporation
New York
-$75.9M -1,198,000 Closed
LI
759
LVZ Inc
Michigan
-$46.2M -728,755 Closed
CAI
760
Capital Advisors Inc
Oklahoma
-$30.1M -474,267 Closed
IAA
761
Ironsides Asset Advisors
North Carolina
-$29.2M -460,962 Closed
MIAN
762
Mariner Independent Advisor Network
Kansas
-$20.1M -317,166 Closed
SFS
763
Sowell Financial Services
Arkansas
-$8.92M -142,359 Closed
ZIM
764
Zacks Investment Management
Illinois
-$5.5M -86,784 Closed
HCA
765
Harbour Capital Advisors
Virginia
-$3.81M -60,663 Closed
MWM
766
Mascoma Wealth Management
New Hampshire
-$3.02M -47,694 Closed
CBOA
767
Commonwealth Bank of Australia
Australia
-$2.45M -38,630 Closed
PAG
768
Private Advisory Group
Washington
-$2.28M -36,029 Closed
BB
769
Busey Bank
Illinois
-$1.58M -24,965 Closed
SG Americas Securities
770
SG Americas Securities
New York
-$1.17M -18,442 Closed
SMC
771
Smith, Moore & Co
Missouri
-$959K -15,137 Closed
Marshall Wace
772
Marshall Wace
United Kingdom
-$937K -14,782 Closed
LSAG
773
Lake Street Advisors Group
New Hampshire
-$887K -14,000 Closed
AFM
774
Andesa Financial Management
Pennsylvania
-$879K -13,875 Closed
BCM
775
Breiter Capital Management
Florida
-$815K -12,855 Closed

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.