iShares Core MSCI EAFE ETF
IEFA
1,290 hedge funds and large institutions have $72.8B invested in iShares Core MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 595 increasing their positions, 433 reducing their positions, and 77 closing their positions.
231% more call options, than puts
Call options by funds: $6.62M | Put options by funds: $2M
37% more repeat investments, than reductions
Existing positions increased: 595 | Existing positions reduced: 433
35% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 77
6% more funds holding in top 10
Funds holding in top 10: 268 → 283 (+15)
1% more funds holding
Funds holding: 1,277 → 1,290 (+13)
3% more capital invested
Capital invested by funds: $70.4B → $72.8B (+$2.4B)
0.75% less ownership
Funds ownership: 84.05% → 83.3% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$128M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$121M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$93.2M |
| 4 |
Morgan Stanley
New York
|
+$90.8M |
| 5 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$562M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$407M |
| 3 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$392M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$270M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$138M |
IEFA Hedge Fund Activity: Q1 2021 in Review
1,290 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2021, worth a combined $72.8B — up 3.4% from $70.4B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new IEFA positions and 77 closed out — a net gain of 27 holders — while 595 added to existing stakes and 433 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $128M. The largest seller was BlackRock, cutting an estimated $562M.
- 1,290 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2021, up from 1,277 in Q4 2020.
- Funds reported $72.8B of iShares Core MSCI EAFE ETF stock for Q1 2021, up 3.4% quarter-over-quarter.
- 104 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2021 and 77 closed out, a net change of +27 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2021 was Connecticut Wealth Management, an estimated $128M added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2021 was BlackRock, an estimated $562M sold.
Based on aggregated 13F filings for Q1 2021.