We are live on ! Find out more
IEFA icon

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
LWM
826
Lenox Wealth Management
Ohio
$125K +$33.9K +554 +37%
LPIC
827
LeJeune Puetz Investment Counsel
Michigan
$123K -$18.4K -300 -13%
PCP
828
Proficio Capital Partners
Massachusetts
$123K
KTC
829
Kistler-Tiffany Companies
Pennsylvania
$122K
FPFS
830
First Personal Financial Services
North Carolina
$121K
SIAP
831
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K +$76.1K +1,242 +177%
CQS
832
Credential Qtrade Securities
$112K
CB
833
CNB Bank
Pennsylvania
$111K
1IA
834
1834 Investment Advisors
Wisconsin
$107K +$39.9K +652 +60%
PC
835
Permanens Capital
New York
$106K +$15.3K +250 +17%
TFO
836
Tarbox Family Office
California
$103K +$919 +15 +0.9%
AWMS
837
Advocacy Wealth Management Services
Georgia
$101K +$10.4K +169 +11%
RFWA
838
RPg Family Wealth Advisory
Massachusetts
$101K
GI
839
Gradient Investments
Minnesota
$100K +$68.6K +1,120 +217%
PIA
840
Phoenix Investment Adviser
New York
$97K
AAP
841
Arax Advisory Partners
Colorado
$97K +$96.4K +1,573 New
MWM
842
Merriman Wealth Management
Washington
$93.3K -$8.7K -142 -0.1%
M
843
MOTCO
Texas
$92K -$3.13K -51 -3%
TFS
844
TrustCore Financial Services
Tennessee
$90K -$1.41K -23 -2%
BC
845
Barnett & Company
Tennessee
$89K
AIC
846
Archer Investment Corporation
Indiana
$88K +$674 +11 +0.8%
ACA
847
Atlas Capital Advisors
Wyoming
$86K +$85.8K +1,400 New
DWM
848
Doyle Wealth Management
Florida
$85K +$85.1K +1,389 New
AIM
849
Anchor Investment Management
South Carolina
$83.8K +$7.6K +124 +10%
CMBA
850
C.M. Bidwell & Associates
Hawaii
$80K

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.