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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
WTC
151
WhitTier Trust Company
Nevada
$24.7M +$626K +10,211 +3%
Financial Engines Advisors
152
Financial Engines Advisors
California
$24.6M +$3.58M +58,507 +17%
State of Wisconsin Investment Board
153
State of Wisconsin Investment Board
Wisconsin
$24.6M +$17.1M +279,100 +229%
CNHF
154
Conrad N. Hilton Foundation
California
$24.5M -$3.09M -50,408 -11%
FTIOP
155
Fiduciary Trust International of Pennsylvania
Pennsylvania
$24.2M +$24.2M +394,914 New
AI
156
Atria Investments
North Carolina
$23.4M -$705K -11,514 -3%
PFO
157
Pathstone Family Office
New Jersey
$23.2M -$1.58M -25,840 -6%
IA
158
IFG Advisory
Georgia
$23.2M +$342K +5,574 +2%
RJT
159
Raymond James Trust
Florida
$23M -$929K -15,165 -4%
BCM
160
Brookstone Capital Management
Illinois
$22.9M -$1.74M -28,380 -7%
TPWA
161
TRUE Private Wealth Advisors
Oregon
$22.9M +$3.56M +58,140 +18%
BOS
162
Bingham Osborn & Scarborough
California
$22.9M -$158K -2,578 -0.7%
BWP
163
BSW Wealth Partners
Colorado
$22.9M +$1.1M +18,026 +5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$22M -$1.61M -26,356 -7%
PI
165
PFS Investments
Georgia
$21.3M -$6.24M -101,787 -23%
SIAM
166
Sterling Investment Advisors (Missouri)
Missouri
$21M +$299K +4,878 +1%
RFC
167
Regions Financial Corp
Alabama
$20.8M +$8.27M +135,039 +67%
Comerica Bank
168
Comerica Bank
Texas
$20.2M +$5.02M +81,899 +33%
CB
169
Community Bank
New York
$20.1M -$33.9K -553 -0.2%
FPGK
170
Financial Partners Group (Kansas)
Kansas
$19.8M +$12.1M +197,245 +157%
FFA
171
Fragasso Financial Advisors
Pennsylvania
$19.3M +$878K +14,336 +5%
RMC
172
Regis Management Company
California
$19M -$18.8M -307,374 -50%
GRP
173
Global Retirement Partners
California
$18.4M +$2.24M +36,570 +14%
RTC
174
Riverview Trust Company
Washington
$18.3M -$50.5K -824 -0.3%
BFM
175
Broadview Financial Management
Wisconsin
$18.1M +$368K +6,001 +2%

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.