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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
AWE
751
Avidian Wealth Enterprises
Texas
$306K +$306K +4,990 New
BCM
752
Bienville Capital Management
New York
$303K
TFGT
753
TS Financial Group (TSFG)
Illinois
$302K -$127K -2,066 -30%
KMWM
754
Keudell/Morrison Wealth Management
Oregon
$302K +$315K +5,135 New
AWA
755
Arete Wealth Advisors
Illinois
$300K +$80K +1,306 +36%
AW
756
ACG Wealth
Georgia
$299K -$76.2K -1,244 -20%
Principal Financial Group
757
Principal Financial Group
Iowa
$298K +$297K +4,852 New
KFA
758
Kays Financial Advisory
Georgia
$297K
EIA
759
Eldridge Investment Advisors
New Hampshire
$296K
ACM
760
Allred Capital Management
Texas
$293K -$59.7K -974 -17%
G
761
Gainplan
Michigan
$292K -$65.6K -1,071 -18%
PAI
762
Pittenger & Anderson Inc
Nebraska
$292K -$38.5K -628 -12%
LIC
763
Lodestar Investment Counsel
Illinois
$289K +$288K +4,700 New
BAM
764
Belpointe Asset Management
Nevada
$289K +$288K +4,708 New
JPG
765
Jordan Park Group
California
$289K +$289K +4,710 New
CNB
766
Camden National Bank
Maine
$288K
PWA
767
Peterson Wealth Advisors
Utah
$285K +$5.45K +89 +2%
LA
768
Legacy Advisors
Pennsylvania
$277K -$277K -4,518 -50%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$277K -$2.45K -40 -0.9%
RCM
770
Radnor Capital Management
Pennsylvania
$276K
PGAM
771
Princeton Global Asset Management
New Jersey
$274K -$24.2K -395 -8%
ACM
772
Argent Capital Management
Missouri
$274K -$23K -375 -8%
ET
773
Equitable Trust
Tennessee
$274K
MAS
774
Madden Advisory Services
Florida
$271K -$796 -13 -0.3%
BOPW
775
Brandywine Oak Private Wealth
Pennsylvania
$271K +$15.1K +247 +6%

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.