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iShares Core MSCI EAFE ETF

1,306 hedge funds and large institutions have $80.3B invested in iShares Core MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 715 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.35M

100% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 357

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

10% more capital invested

Capital invested by funds: $72.8B → $80.3B (+$7.53B)

2% more funds holding in top 10

Funds holding in top 10: 283288 (+5)

1% more funds holding

Funds holding: 1,2891,306 (+17)

0.3% more ownership

Funds ownership: 83.3%83.59% (+0.3%)

Holders
1,306
Holders Change
+17
Holders Change %
+1.32%
% of All Funds
22.73%
Holding in Top 10
288
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.77%
% of All Funds
5.01%
New
92
Increased
715
Reduced
357
Closed
56
Calls
$6.38M
Puts
$1.35M
Net Calls
+$5.03M
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Change in
Stake
3LCM
976
3D/L Capital Management
Connecticut
$455K +$65.1K +862 +17%
Millennium Management
977
Millennium Management
New York
$449K -$958K -12,691 -68%
IPW
978
Inlet Private Wealth
Florida
$449K
FAM
979
Formidable Asset Management
Ohio
$446K +$168K +2,229 +59%
MWM
980
Meridian Wealth Management
Kentucky
$444K +$41.3K +547 +10%
SW
981
StrongBox Wealth
Missouri
$444K +$448K +5,929 New
MFS
982
McNamara Financial Services
Massachusetts
$439K +$5.51K +73 +1%
LFF
983
Level Four Financial
Texas
$439K +$9.36K +124 +2%
MWM
984
MorganRosel Wealth Management
Colorado
$439K +$82.7K +1,095 +23%
KFS
985
Kelly Financial Services
Massachusetts
$437K +$2.45M +32,405 +9,702%
FHC
986
First Horizon Corporation
Tennessee
$435K
GSAM
987
Grant Street Asset Management
Pennsylvania
$433K -$14.4M -190,682 -99%
P
988
Pitcairn
Pennsylvania
$431K
APWM
989
Atlas Private Wealth Management
New York
$430K -$11.3K -150 -3%
AA
990
Advisory Alpha
Michigan
$426K +$17K +225 +4%
WC
991
Whitney & Co
New York
$424K -$84.2K -1,115 -16%
RW
992
Rede Wealth
Virginia
$423K -$6.42K -85 -1%
VCS
993
Vaughan & Co Securities
New Jersey
$422K
RC
994
Rinet Company
Massachusetts
$422K +$25K +331 +6%
CRC
995
Curi RMB Capital
Illinois
$420K -$30.2K -400 -7%
SAM
996
Secure Asset Management
Michigan
$419K -$39.8K -527 -9%
BFO
997
Biltmore Family Office
North Carolina
$417K +$61.2K +810 +17%
EF
998
Empirical Finance
Pennsylvania
$417K +$420K +5,567 New
WF
999
WoodTrust Financial
Wisconsin
$415K
TCMP
1000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$415K +$27.3K +362 +7%

IEFA Hedge Fund Activity: Q2 2021 in Review

1,306 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2021, worth a combined $80.3B — up 10% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IEFA positions and 56 closed out — a net gain of 36 holders — while 715 added to existing stakes and 357 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $740M. The largest seller was Jane Street, exiting entirely with an estimated $304M sold.

  • 1,306 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2021, up from 1,289 in Q1 2021.
  • Funds reported $80.3B of iShares Core MSCI EAFE ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 92 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2021 and 56 closed out, a net change of +36 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2021 was Victory Capital Management, an estimated $740M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2021 was Jane Street, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2021.