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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
PCMK
776
Paragon Capital Management (Kansas)
Kansas
-$2.78M -10,173 Closed
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
-$558K -8,803 Closed
FMBTD
778
First Midwest Bank Trust Division
Illinois
-$537K -8,469 Closed
WP
779
WealthPLAN Partners
Nebraska
-$449K -7,078 Closed
Wolverine Trading
780
Wolverine Trading
Illinois
-$441K -6,910 Closed
SI
781
Stephens Inc
Arkansas
-$418K -6,598 Closed
FCH
782
Freestone Capital Holdings
Washington
-$401K -6,335 Closed
TCM
783
Traynor Capital Management
Pennsylvania
-$363K -5,791 Closed
NB
784
NBT Bank
New York
-$345K -5,450 Closed
FAT
785
First American Trust
California
-$314K -4,961 Closed
SIA
786
Starfire Investment Advisers
Michigan
-$264K -4,170 Closed
PWS
787
Paragon Wealth Strategies
Florida
-$263K -4,143 Closed
CCMD
788
Cypress Capital Management (Delaware)
Delaware
-$253K -4,000 Closed
STA
789
Summit Trail Advisors
New York
-$221K -3,492 Closed
ECM
790
Ensemble Capital Management
California
-$220K -3,468 Closed
SFA
791
Sequoia Financial Advisors
Ohio
-$216K -3,414 Closed
IP
792
Investment Partners
Ohio
-$213K -3,366 Closed
ZIC
793
ZWJ Investment Counsel
Georgia
-$203K -3,200 Closed
FIB
794
First Interstate Bank
Montana
-$181K -2,858 Closed
B
795
Bridgeworth
Alabama
-$173K -2,737 Closed
PA
796
Perennial Advisors
New York
-$160K -2,526 Closed
AWA
797
Acorn Wealth Advisors
Michigan
-$143K -2,284 Closed
CIM
798
Contravisory Investment Management
Massachusetts
-$138K -2,174 Closed
JAM
799
Jolley Asset Management
North Carolina
-$127K -2,000 Closed
SWPG
800
Strategic Wealth Partners Group
Illinois
-$105K -1,664 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.