iShares Core MSCI EAFE ETF
IEFA
893 hedge funds and large institutions have $42.1B invested in iShares Core MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 68 closing their positions.
215% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $605K
213% more first-time investments, than exits
New positions opened: 213 | Existing positions closed: 68
49% more repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 249
18% more funds holding
Funds holding: 756 → 893 (+137)
18% more funds holding in top 10
Funds holding in top 10: 166 → 196 (+30)
0.31% less ownership
Funds ownership: 80.64% → 80.33% (-0.31%)
12% less capital invested
Capital invested by funds: $47.8B → $42.1B (-$5.7B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$414M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 3 |
SIM
Strategic Investment Management
Arlington,
Virginia
|
+$351M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$208M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.38B |
| 2 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$477M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$416M |
| 4 |
BlackRock
New York
|
-$379M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$98.4M |
IEFA Hedge Fund Activity: Q4 2018 in Review
893 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q4 2018, worth a combined $42.1B — down 12% from $47.8B a quarter earlier.
Buyers outnumbered sellers: 213 funds opened new IEFA positions and 68 closed out — a net gain of 145 holders — while 370 added to existing stakes and 249 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $414M. The largest seller was JP Morgan Chase, cutting an estimated $1.38B.
- 893 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q4 2018, up from 756 in Q3 2018.
- Funds reported $42.1B of iShares Core MSCI EAFE ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 213 funds opened new iShares Core MSCI EAFE ETF positions in Q4 2018 and 68 closed out, a net change of +145 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $414M added.
- The largest iShares Core MSCI EAFE ETF seller in Q4 2018 was JP Morgan Chase, an estimated $1.38B sold.
Based on aggregated 13F filings for Q4 2018.