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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
FI
101
FormulaFolio Investments
Michigan
$42.6M +$1.63M +26,682 +4%
CCA
102
Conservest Capital Advisors
Pennsylvania
$42M -$283K -4,613 -0.7%
QI
103
QS Investors
New York
$41.8M +$39.1M +638,932 +1,543%
BC
104
Bartlett & Co
Ohio
$40M -$21.7M -354,966 -35%
BCWM
105
Bartlett & Co Wealth Management
Ohio
$40M -$21.7M -354,966 -35%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$39.5M +$3.62M +59,078 +10%
COI
107
Capital One Investing
Virginia
$39.3M +$2.19M +35,699 +6%
EVM
108
Eaton Vance Management
Massachusetts
$37.9M +$6.35M +103,720 +20%
GC
109
Grimes & Company
Massachusetts
$36.4M -$22.9M -374,187 -39%
BSB
110
Bangor Savings Bank
Maine
$36M +$1.38M +22,455 +4%
BCA
111
Berman Capital Advisors
Georgia
$35.2M +$5.76M +94,090 +20%
Brown Advisory
112
Brown Advisory
Maryland
$35M -$2.18M -35,612 -6%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$34.6M +$2.71M +44,206 +9%
SPIA
114
Steward Partners Investment Advisory
New York
$34.6M +$4.57M +74,619 +15%
BL
115
Balentine LLC
Georgia
$34.3M +$1.53M +24,961 +5%
UOC
116
University of Chicago
Illinois
$34.2M
SAS
117
Sage Advisory Services
Texas
$33.5M -$54.5M -890,000 -62%
IB
118
Intrust Bank
Kansas
$33.5M +$1.98M +32,353 +6%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$33.1M +$1.7M +27,706 +7%
MA
120
MUFG Americas
New York
$32.5M +$925K +15,101 +3%
HWA
121
Heritage Wealth Advisors
Virginia
$32.1M +$741K +12,100 +2%
Axa
122
Axa
France
$31.7M +$1.32M +21,583 +4%
Betterment LLC
123
Betterment LLC
New York
$31.2M +$605K +9,870 +2%
CAG
124
Crestwood Advisors Group
Massachusetts
$31.1M +$78.3K +1,278 +0.3%
CAI
125
Capital Advisors Inc
Oklahoma
$31M +$30.9M +504,146 New

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.