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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
SIS
926
Sound Income Strategies
Florida
$3K +$1.35K +22 +69%
LGWM
927
Litman Gregory Wealth Management
California
$3K +$2.76K +45 New
WA
928
WestEnd Advisors
North Carolina
$2.52K
FNB
929
Farmers National Bank
Kentucky
$2K
FCAS
930
First Command Advisory Services
Texas
$2K
PCMK
931
Paragon Capital Management (Kansas)
Kansas
$2K
RFA
932
Reilly Financial Advisors
California
$2K
FMII
933
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.14K +35 New
IAA
934
Independent Advisor Alliance
North Carolina
$2K +$370K +6,042 +23%
AC
935
Avestar Capital
New York
$1K
WWM
936
Willingdon Wealth Management
North Carolina
$1K
RWA
937
Redhawk Wealth Advisors
Minnesota
$1K +$735 +12 New
MCM
938
McMillion Capital Management
North Carolina
$1K +$1.23K +20 New
GT
939
Glenmede Trust
Pennsylvania
$972 +$27.9K +456 +3%
BRWM
940
B. Riley Wealth Management
Tennessee
$497 -$159K -2,592 -24%
CPIA
941
Cornell Pochily Investment Advisors
New York
$304 +$304K +4,956 New
DF
942
Donoghue Forlines
Massachusetts
-$19.9M -327,768 Closed
Manulife (Manufacturers Life Insurance)
943
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.95M -130,731 Closed
COPPSERS
944
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$5.23M -86,000 Closed
IP
945
Isthmus Partners
Wisconsin
-$9.97M -69,343 Closed
BSAM
946
Blue Sky Asset Management
Colorado
-$2.96M -48,716 Closed
VOYA Investment Management
947
VOYA Investment Management
Georgia
-$2.84M -46,771 Closed
TFS
948
Thoroughbred Financial Services
Tennessee
-$1.83M -30,052 Closed
AII
949
AGF Investments Inc
Ontario, Canada
-$1.62M -26,694 Closed
RGIA
950
Rainier Group Investment Advisory
Washington
-$1.22M -20,087 Closed

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.