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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
HIMCH
776
Hartford Investment Management Co (HIMCO)
Connecticut
$266K +$266K +4,340 New
BJL
777
Brighton Jones LLC
Washington
$265K -$3.46M -56,547 -93%
RGC
778
Roberts, Glore & Co
Illinois
$262K -$28K -457 -10%
NFG
779
Nations Financial Group
Iowa
$262K +$19.5K +319 +8%
CA
780
Claro Advisors
Massachusetts
$259K
NCM
781
Northwest Capital Management
Oregon
$257K
CIC
782
Carnegie Investment Counsel
Ohio
$256K +$255K +4,164 New
UBV
783
United Bank (Virginia)
Virginia
$255K -$1.84K -30 -0.7%
MIM
784
Macroview Investment Management
Maryland
$253K -$24.1K -393 -9%
HFS
785
Howard Financial Services
Texas
$252K +$1.78K +29 +0.7%
AIA
786
Arbor Investment Advisors
North Carolina
$251K +$980 +16 +0.4%
CAMG
787
CWA Asset Management Group
Florida
$243K +$243K +3,965 New
DWM
788
Dakota Wealth Management
Florida
$242K +$245 +4 +0.1%
APP
789
Avantax Planning Partners
Iowa
$241K +$7.17K +117 +3%
Mercer Global Advisors
790
Mercer Global Advisors
Colorado
$239K -$54.3K -887 -19%
Calamos Advisors
791
Calamos Advisors
Illinois
$238K -$18.8K -307 -7%
FAG
792
Financial Advisory Group
Texas
$238K -$1.53K -25 -0.6%
STA
793
Summit Trail Advisors
New York
$232K +$232K +3,783 New
WFM
794
Wolff Financial Management
Michigan
$231K +$2.94K +48 +1%
WIC
795
Whitegate Investment Counselors
New Hampshire
$231K +$9.13K +149 +4%
BW
796
Bison Wealth
Georgia
$229K +$228K +3,729 New
ACP
797
Arcus Capital Partners
Georgia
$228K +$4.35K +71 +2%
BO
798
BRR OpCo
Ohio
$228K +$20.3K +331 +10%
DI
799
DFPG Investments
Utah
$225K -$220K -3,583 -49%
BB
800
Busey Bank
Illinois
$225K

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.