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iShares Core MSCI EAFE ETF

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

172% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 68

13% more funds holding in top 10

Funds holding in top 10: 4551 (+6)

12% more capital invested

Capital invested by funds: $8.54B → $9.54B (+$1B)

7% more funds holding

Funds holding: 307329 (+22)

1.1% less ownership

Funds ownership: 74.53%73.43% (-1.1%)

Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.78%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
Net Calls
+$2.2M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
151
Bangor Savings Bank
Maine
$2.91M +$331K +6,134 +13%
M&T Bank
152
M&T Bank
New York
$2.86M -$36.9K -683 -1%
RBC
153
Ronald Blue & Co
Georgia
$2.84M +$666K +12,339 +32%
TI
154
Truepoint Inc
Ohio
$2.77M -$537K -9,952 -17%
SEIA
155
Signature Estate & Investment Advisors
California
$2.67M -$251K -4,649 -9%
CBOA
156
Commonwealth Bank of Australia
Australia
$2.67M
FTS
157
Fifth Third Securities
Ohio
$2.52M -$25.7K -476 -1%
PAM
158
Peninsula Asset Management
Florida
$2.52M +$96.8K +1,793 +4%
FCBT
159
First Citizens Bank & Trust
North Carolina
$2.5M -$193K -3,574 -7%
WA
160
Wealth Architects
California
$2.49M -$107K -1,980 -4%
MG
161
Mather Group
Illinois
$2.49M +$137K +2,532 +6%
TPWA
162
TRUE Private Wealth Advisors
Oregon
$2.48M -$27.2M -503,392 -92%
TCT
163
TIAA CREF Trust
Missouri
$2.47M +$2.42M +44,858 New
BRM
164
Boston Research & Management
Massachusetts
$2.44M +$55.3K +1,024 +2%
BWM
165
Baystate Wealth Management
Massachusetts
$2.44M +$325K +6,020 +16%
BRWA
166
B. Riley Wealth Advisors
Florida
$2.37M +$167K +3,101 +8%
AIM
167
Acropolis Investment Management
Missouri
$2.36M -$21.9K -405 -0.9%
PFA
168
Pure Financial Advisors
California
$2.34M +$154K +2,862 +7%
LP
169
LGL Partners
Pennsylvania
$2.24M -$17.9K -331 -0.8%
NPC
170
National Planning Corporation
California
$2.22M +$837K +15,508 +60%
FFBTD
171
First Financial Bank - Trust Division
Ohio
$2.16M +$55.6K +1,030 +3%
SCA
172
Snowden Capital Advisors
New York
$2.12M +$486K +8,999 +31%
TTWM
173
TCV Trust & Wealth Management
Virginia
$2.07M +$283K +5,248 +16%
ASN
174
Advisory Services Network
Georgia
$2.06M +$130K +2,408 +7%
HSA
175
HBK Sorce Advisory
Pennsylvania
$2.06M +$257K +4,769 +15%

IEFA Hedge Fund Activity: Q3 2016 in Review

329 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2016, worth a combined $9.54B — up 12% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IEFA positions and 14 closed out — a net gain of 25 holders — while 185 added to existing stakes and 68 trimmed.

The largest buyer was Bank of America, adding an estimated $249M. The largest seller was Stadion Money Management, cutting an estimated $148M.

  • 329 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2016, up from 307 in Q2 2016.
  • Funds reported $9.54B of iShares Core MSCI EAFE ETF stock for Q3 2016, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2016 and 14 closed out, a net change of +25 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2016 was Bank of America, an estimated $249M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2016 was Stadion Money Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2016.