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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
SSCA
1076
South Shore Capital Advisors
Massachusetts
$317K +$52.3K +693 +20%
ACA
1077
Anchor Capital Advisors
Massachusetts
$316K
OWA
1078
Octavia Wealth Advisors
Ohio
$313K -$2.11K -28 -0.7%
AP
1079
Appleton Partners
Massachusetts
$309K
RMDI
1080
R.M. Davis Inc
Maine
$309K +$14.5K +192 +5%
SFA
1081
Seneca Financial Advisors
New York
$306K +$1.36K +18 +0.4%
LWP
1082
Legacy Wealth Planning
Nevada
$305K
GKWIM
1083
Gerber Kawasaki Wealth & Investment Management
California
$305K +$309K +4,087 New
SAS
1084
Stelac Advisory Services
New York
$304K -$151 -2 -0%
CPSC
1085
Carl P. Sherr & Co
Massachusetts
$303K -$16.6K -220 -5%
FI
1086
FormulaFolio Investments
Michigan
$301K +$4.68K +62 +2%
MAWCM
1087
Mine & Arao Wealth Creation & Management
California
$300K +$5.29K +70 +2%
BOTW
1088
Bank of the West
California
$299K
TCM
1089
TD Capital Management
Tennessee
$299K +$76K +1,006 +34%
AWA
1090
Acorn Wealth Advisors
Michigan
$298K +$2.49K +33 +0.8%
SFA
1091
Sequoia Financial Advisors
Ohio
$298K +$30.8K +408 +11%
ANBT
1092
American National Bank & Trust
Texas
$295K +$298K +3,947 New
AW
1093
ACG Wealth
Georgia
$290K +$79.9K +1,058 +38%
GAM
1094
Gould Asset Management
California
$289K -$32.8K -435 -10%
TFS
1095
TrustCore Financial Services
Tennessee
$289K +$74.4K +985 +34%
JFA
1096
JNBA Financial Advisors
Minnesota
$288K +$37K +490 +15%
CFG
1097
Cooper Financial Group
California
$287K -$39.6K -524 -12%
WCF
1098
West Coast Financial
California
$287K
ACA
1099
Aptus Capital Advisors
Alabama
$285K +$146K +1,940 +104%
LA
1100
Legacy Advisors
Pennsylvania
$285K +$288K +3,810 New

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.