iShares Core MSCI EAFE ETF
IEFA
921 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 335 reducing their positions, and 55 closing their positions.
71% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 55
27% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $9.24M
20% more repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 335
15% more capital invested
Capital invested by funds: $42.1B → $48.6B (+$6.5B)
3% more funds holding
Funds holding: 893 → 921 (+28)
2% more funds holding in top 10
Funds holding in top 10: 196 → 200 (+4)
0.03% less ownership
Funds ownership: 80.33% → 80.3% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.63B |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$1.34B |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$192M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$181M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.55B |
| 2 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
-$369M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$276M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$175M |
| 5 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$145M |
IEFA Hedge Fund Activity: Q1 2019 in Review
921 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2019, worth a combined $48.6B — up 15% from $42.1B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IEFA positions and 55 closed out — a net gain of 39 holders — while 403 added to existing stakes and 335 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $1.63B. The largest seller was Bank of America, cutting an estimated $1.55B.
- 921 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2019, up from 893 in Q4 2018.
- Funds reported $48.6B of iShares Core MSCI EAFE ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 94 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2019 and 55 closed out, a net change of +39 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2019 was Jones Financial Companies, an estimated $1.63B added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2019 was Bank of America, an estimated $1.55B sold.
Based on aggregated 13F filings for Q1 2019.