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iShares Core MSCI EAFE ETF

757 hedge funds and large institutions have $47.8B invested in iShares Core MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 351 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.55M | Put options by funds: $4.03M

53% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 229

33% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $45.4B → $47.8B (+$2.38B)

2% more funds holding

Funds holding: 741757 (+16)

1.62% more ownership

Funds ownership: 79.33%80.95% (+1.6%)

1% more funds holding in top 10

Funds holding in top 10: 165166 (+1)

Holders
757
Holders Change
+16
Holders Change %
+2.16%
% of All Funds
17.3%
Holding in Top 10
166
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.61%
% of All Funds
3.79%
New
77
Increased
351
Reduced
229
Closed
58
Calls
$6.55M
Puts
$4.03M
Net Calls
+$2.52M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
101
Wharton Business Group
Pennsylvania
$37M +$737K +11,555 +2%
RI
102
RPTC Inc
Wyoming
$36.9M -$492K -7,725 -1%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$36.1M +$34.3M +538,110 +2,127%
AI
104
Atria Investments
North Carolina
$36.1M +$452K +7,087 +1%
AWA
105
Alaska Wealth Advisors
Alaska
$36.1M -$160K -2,512 -0.4%
CAN
106
Cetera Advisor Networks
California
$34.1M +$4.3M +67,449 +14%
MCM
107
MAI Capital Management
Ohio
$32.8M +$1.27M +19,893 +4%
CA
108
Capital Advantage
California
$32.2M -$1.04M -16,236 -3%
CFG
109
Citizens Financial Group
Rhode Island
$32.1M +$2.61M +40,944 +9%
FC
110
Fulcrum Capital
Washington
$31.4M +$2.89M +45,385 +10%
PA
111
Parallel Advisors
California
$30.1M -$1.45M -22,771 -5%
FFA
112
Fragasso Financial Advisors
Pennsylvania
$29.7M -$12.9M -202,376 -29%
SPIA
113
Steward Partners Investment Advisory
New York
$29.3M +$1.75M +27,389 +6%
IA
114
IFP Advisors
Florida
$29.3M -$26.4K -414 -0.1%
RCAG
115
Rehmann Capital Advisory Group
Michigan
$29M -$1.92M -30,131 -6%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$28.9M -$295K -4,627 -1%
CHA
117
Cedar Hill Associates
Illinois
$28.8M -$1.26M -19,801 -4%
WIM
118
Westside Investment Management
California
$27.6M +$14.2M +222,426 +126%
Axa
119
Axa
France
$27.5M +$2.32M +36,400 +9%
EVM
120
Eaton Vance Management
Massachusetts
$27.5M +$4.66M +73,035 +21%
BCM
121
Brookstone Capital Management
Illinois
$27.1M +$16M +251,545 +147%
Brown Advisory
122
Brown Advisory
Maryland
$26.9M +$2.34M +36,684 +10%
MAM
123
Meeder Asset Management
Ohio
$26.8M -$1.1M -17,213 -4%
HCMT
124
Highland Capital Management (Tennessee)
Tennessee
$26.6M +$377K +5,910 +1%
BOH
125
Bank of Hawaii
Hawaii
$25.7M +$754K +11,825 +3%

IEFA Hedge Fund Activity: Q3 2018 in Review

757 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2018, worth a combined $47.8B — up 5.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new IEFA positions and 58 closed out — a net gain of 19 holders — while 351 added to existing stakes and 229 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $472M. The largest seller was JP Morgan Chase, cutting an estimated $338M.

  • 757 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2018, up from 741 in Q2 2018.
  • Funds reported $47.8B of iShares Core MSCI EAFE ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 77 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2018 and 58 closed out, a net change of +19 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2018 was United Services Automobile Association, an estimated $472M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2018 was JP Morgan Chase, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2018.