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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
Betterment LLC
126
Betterment LLC
New York
$25.6M +$11.7M +182,782 +84%
NQWM
127
Northwest Quadrant Wealth Management
Oregon
$25.4M +$2.81M +44,154 +12%
GC
128
Grimes & Company
Massachusetts
$25.3M +$2.28M +35,812 +10%
RMC
129
Regis Management Company
California
$24.9M +$5.52M +86,590 +29%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$24.3M +$24.2M +379,270 New
RIG
131
Roosevelt Investment Group
New York
$23.9M -$240K -3,762 -1%
IA
132
IFG Advisory
Georgia
$23.5M +$499K +7,833 +4%
HFA
133
High Falls Advisors
New York
$23.2M +$661K +10,376 +3%
GKWIM
134
Gerber Kawasaki Wealth & Investment Management
California
$23.2M -$930K -14,594 -4%
Fiera Capital (Canada)
135
Fiera Capital (Canada)
Quebec, Canada
$23.2M -$93.2K -1,462 -0.4%
VIM
136
VCU Investment Management
Virginia
$23.1M -$20.4M -319,401 -47%
PAG
137
Private Advisor Group
New Jersey
$22.6M +$9.54M +149,695 +74%
BFM
138
Broadview Financial Management
Wisconsin
$22.5M +$4.8M +75,227 +27%
RJT
139
Raymond James Trust
Florida
$22.3M +$1.37M +21,560 +7%
BTNA
140
Bremer Trust National Association
Minnesota
$22M +$642K +10,064 +3%
CA
141
Cetera Advisors
Colorado
$21.7M +$1.43M +22,425 +7%
PI
142
PFS Investments
Georgia
$21.6M +$9.81M +153,818 +84%
SWM
143
SigFig Wealth Management
California
$21.3M +$2.59M +40,586 +14%
Comerica Bank
144
Comerica Bank
Texas
$20.7M -$2.94M -46,120 -12%
CB
145
Community Bank
New York
$20.5M -$4.51M -70,755 -18%
PI
146
Parkside Investments
Illinois
$20.4M -$109K -1,703 -0.5%
MA
147
MCF Advisors
Kentucky
$20.4M +$16.9M +265,452 +505%
NMIMC
148
Northwestern Mutual Investment Management Company
Wisconsin
$20.1M +$9.96M +156,300 +99%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$20M +$9.25M +145,020 +87%
MGIA
150
Moneta Group Investment Advisors
Missouri
$20M +$3.98M +62,382 +25%

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.