iShares Core MSCI EAFE ETF
IEFA
949 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.
577% more call options, than puts
Call options by funds: $3.25M | Put options by funds: $480K
45% more repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 307
22% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 63
2% more funds holding in top 10
Funds holding in top 10: 205 → 209 (+4)
1% more funds holding
Funds holding: 943 → 949 (+6)
0.09% more ownership
Funds ownership: 80.76% → 80.84% (+0.09%)
1% less capital invested
Capital invested by funds: $53B → $52.7B (-$338M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$280M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$221M |
| 3 |
BlackRock
New York
|
+$206M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$202M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$556M |
| 2 |
Jane Street
New York
|
-$378M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$260M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$218M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$174M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWG
1001
Regal Wealth Group
Seal Beach,
California
| – | -$7K | -108 | Closed |
|
|
CBT
1002
Capital Bank & Trust
Irvine,
California
| – | -$5K | -81 | Closed |
|
|
CWA
1003
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$4K | -72 | Closed |
|
1004
Barclays
London,
United Kingdom
| – | -$3.98K | -66 | -97% |
|
|
TWA
1005
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -54 | Closed |
|
|
MWM
1006
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$3K | -41 | Closed |
|
|
PCMK
1007
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| – | -$2K | -40 | Closed |
|
|
AC
1008
Avestar Capital
New York
| – | -$1K | -27 | Closed |
|
|
RWA
1009
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$1K | -12 | Closed |
|
1010
First Trust Advisors
Wheaton,
Illinois
| – | +$781K | +12,932 | +38% |
|
IEFA Hedge Fund Activity: Q3 2019 in Review
949 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2019, worth a combined $52.7B — down 0.64% from $53B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new IEFA positions and 63 closed out — a net gain of 14 holders — while 445 added to existing stakes and 307 trimmed.
The largest buyer was UBS Group, adding an estimated $280M. The largest seller was Susquehanna International Group, cutting an estimated $556M.
- 949 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2019, up from 943 in Q2 2019.
- Funds reported $52.7B of iShares Core MSCI EAFE ETF stock for Q3 2019, down 0.64% quarter-over-quarter.
- 77 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2019 and 63 closed out, a net change of +14 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q3 2019 was UBS Group, an estimated $280M added.
- The largest iShares Core MSCI EAFE ETF seller in Q3 2019 was Susquehanna International Group, an estimated $556M sold.
Based on aggregated 13F filings for Q3 2019.