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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
FWC
876
First Washington Corp
Washington
$36K
SQA
877
Simon Quick Advisors
New Jersey
$35.5K +$306 +5 +0.9%
SCA
878
Stonebridge Capital Advisors
Minnesota
$35K +$34.6K +564 New
CFD
879
Creative Financial Designs
Indiana
$34K -$1.1K -18 -3%
TSW
880
Thompson Siegel & Walmsley
Virginia
$34K
JCM
881
Jacobi Capital Management
Pennsylvania
$33K -$8.52K -139 -21%
SNT
882
Security National Trust
West Virginia
$33K
FRA
883
Front Row Advisors
California
$31K
VCM
884
Vigilant Capital Management
Maine
$31K +$31K +506 New
UB
885
UMB Bank
Missouri
$28.6K +$929K +15,161 +3%
DWM
886
Destination Wealth Management
California
$27K +$16.5K +270 +165%
TFA
887
Transamerica Financial Advisors
Florida
$25K +$24.5K +400 New
AIP
888
Ameritas Investment Partners
Nebraska
$25K +$25.9K +422 New
TF
889
TimeScale Financial
Massachusetts
$21K +$21.4K +349 New
AWM
890
AllSquare Wealth Management
New York
$20K
LIA
891
LS Investment Advisors
Michigan
$20K
Kayne Anderson Rudnick Investment Management
892
Kayne Anderson Rudnick Investment Management
California
$19K +$18.8K +307 New
DPA
893
Delphi Private Advisors
California
$19K +$18.9K +308 New
TCOV
894
Trust Company of Vermont
Vermont
$18K
HCC
895
Hirtle Callaghan & Co
Pennsylvania
$17K
BFC
896
Bedel Financial Consulting
Indiana
$16K -$10.5K -171 -39%
PMFA
897
Plante Moran Financial Advisors
Michigan
$14K -$1.1K -18 -7%
IAS
898
IMA Advisory Services
Colorado
$14K
SMFS
899
Squar Milner Financial Services
California
$14K
FPB
900
First PREMIER Bank
South Dakota
$13K

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.