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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
SPC
176
Sigma Planning Corp
Michigan
$13.5M +$1.5M +23,459 +12%
TCM
177
Towercrest Capital Management
Pennsylvania
$13.4M +$844K +13,233 +7%
PA
178
Probity Advisors
Texas
$13.2M +$96K +1,506 +0.7%
CIC
179
Cutler Investment Counsel
Oregon
$12.9M +$1.02M +16,069 +9%
WS
180
Wela Strategies
Georgia
$12.9M +$1.23M +19,246 +11%
LIA
181
LBMC Investment Advisors
Tennessee
$12.6M +$718K +11,262 +6%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$12.6M +$1.29M +20,229 +11%
JA
183
JVL Associates
Michigan
$12.4M +$239K +3,752 +2%
GRP
184
Global Retirement Partners
California
$12.4M +$565K +8,869 +5%
WJA
185
Williams Jones & Associates
New York
$12M +$272K +4,262 +2%
IOOF
186
Independent Order of Foresters
Ontario, Canada
$11.9M +$11.8M +185,075 New
HT
187
Hefren-Tillotson
Pennsylvania
$11.7M +$11.6M +182,605 New
OFW
188
Omnia Family Wealth
Florida
$11.7M +$985K +15,452 +9%
BWA
189
BDO Wealth Advisors
Florida
$11.5M +$677K +10,625 +6%
DIA
190
Davidson Investment Advisors
Montana
$11.5M +$525K +8,232 +5%
Citigroup
191
Citigroup
New York
$11.3M -$3.63M -56,973 -24%
UB
192
UMB Bank
Missouri
$11.2M +$4.64M +72,750 +71%
WT
193
Whittier Trust
California
$11M +$159K +2,497 +1%
TFCP
194
Twin Focus Capital Partners
Massachusetts
$11M +$39.5K +620 +0.4%
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.8M -$765K -12,000 -7%
MCM
196
Monument Capital Management
Virginia
$10.7M +$1.32M +20,727 +14%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$10.7M +$901K +14,139 +9%
MBT
198
Montecito Bank & Trust
California
$10.5M +$266K +4,169 +3%
I2I
199
Insight 2811 Inc
Illinois
$10.5M -$7.87M -123,485 -43%
IWA
200
Independence Wealth Advisors
Virginia
$10.4M +$252K +3,957 +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.