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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
TCCM
851
Timber Creek Capital Management
Massachusetts
$78K -$3.98K -65 -5%
HI
852
Hudock Inc
Pennsylvania
$75K +$8.27K +135 +12%
SFSIG
853
San Francisco Sentry Investment Group
California
$74K
PB
854
Pinnacle Bancorp
Nebraska
$73K
AWM
855
Avior Wealth Management
Nebraska
$73K +$1.35K +22 +2%
BWA
856
Burt Wealth Advisors
Maryland
$72K +$796 +13 +1%
CHC
857
City Holding Co
West Virginia
$66K +$65.9K +1,075 New
RWA
858
Ropes Wealth Advisors
Massachusetts
$66K +$65.9K +1,076 +53,800%
PFBT
859
Parkside Financial Bank & Trust
Missouri
$64K -$141K -2,295 -69%
C
860
Cliffwater
California
$64K
CH
861
Canton Hathaway
Rhode Island
$64K +$64.3K +1,049 New
SA
862
SRH Advisors
Kansas
$63K
FANJ
863
Financial Architects (New Jersey)
New Jersey
$62K
IWA
864
Intercontinental Wealth Advisors
Texas
$61K
CPA
865
Clear Perspective Advisors
Illinois
$58K +$58.2K +950 New
FA
866
Fortis Advisors
Pennsylvania
$57K
BBA
867
Braun-Bostich & Associates
Pennsylvania
$52K -$73.6K -1,201 -58%
GEA
868
Glen Eagle Advisors
New Jersey
$51.8K
LC
869
Lindbrook Capital
California
$46K -$6.37K -104 -12%
BAM
870
Barrett Asset Management
New York
$43K -$36.8K -600 -46%
SIAS
871
Shine Investment Advisory Services
Colorado
$42K
WCG
872
Weaver Consulting Group
California
$41K -$551 -9 -1%
GSWM
873
Golden State Wealth Management
California
$40K -$13.6K -222 -25%
AIA
874
Arcadia Investment Advisors
Idaho
$39K
POIA
875
Pin Oak Investment Advisors
Texas
$38K

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.