We are live on ! Find out more
IEFA icon

iShares Core MSCI EAFE ETF

1,094 hedge funds and large institutions have $60.8B invested in iShares Core MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 473 increasing their positions, 404 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 404

11% more capital invested

Capital invested by funds: $54.9B → $60.8B (+$5.89B)

2% more funds holding

Funds holding: 1,0701,094 (+24)

0% more funds holding in top 10

Funds holding in top 10: 230231 (+1)

0.05% less ownership

Funds ownership: 85.52%85.48% (-0.05%)

21% less call options, than puts

Call options by funds: $6.15M | Put options by funds: $7.76M

Holders
1,094
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
22.07%
Holding in Top 10
231
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.43%
% of All Funds
4.66%
New
89
Increased
473
Reduced
404
Closed
54
Calls
$6.15M
Puts
$7.76M
Net Calls
-$1.61M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
P3I
226
Progeny 3 Inc
Washington
$15M
ACA
227
Affinity Capital Advisors
California
$15M +$1.38M +22,837 +10%
WCM
228
Windham Capital Management
Massachusetts
$14.8M +$14.4M +239,167 +3,986%
DIA
229
Davidson Investment Advisors
Montana
$14.3M +$3.59M +59,470 +33%
MG
230
McCutchen Group
Washington
$14.2M +$35.5K +589 +0.3%
CCM
231
Coldstream Capital Management
Washington
$14.2M +$210K +3,475 +1%
BBA
232
BLB&B Advisors
Pennsylvania
$14.2M -$47.8K -793 -0.3%
HCM
233
Hudson Capital Management
New Jersey
$14M -$1.57M -26,093 -10%
HIM
234
Hanlon Investment Management
New Jersey
$13.9M +$5.52M +91,477 +66%
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$13.8M -$3.53M -58,484 -20%
SIA
236
Sovereign Investment Advisors
Arizona
$13.6M
William Blair & Company
237
William Blair & Company
Illinois
$13.5M -$68.2K -1,131 -0.5%
BC
238
Brio Consultants
California
$13.5M +$1.08M +17,968 +9%
SHWM
239
Smith & Howard Wealth Management
Georgia
$13.5M +$512K +8,496 +4%
RTC
240
Riverview Trust Company
Washington
$13.5M -$2.79M -46,298 -17%
TFCP
241
Twin Focus Capital Partners
Massachusetts
$13.3M +$109K +1,815 +0.8%
DT
242
Daniels + Tansey
Delaware
$13.3M +$13.3M +221,115 New
NEI
243
Northwest & Ethical Investments
Ontario, Canada
$13.2M +$4.14M +68,600 +45%
AA
244
Ancora Advisors
Ohio
$13.2M +$212K +3,521 +2%
CIC
245
Cutler Investment Counsel
Oregon
$13M +$541K +8,972 +4%
GSAM
246
Grant Street Asset Management
Pennsylvania
$12.7M -$861K -14,275 -6%
FFW
247
Fusion Family Wealth
New York
$12.5M -$364K -6,030 -3%
FWM
248
Fairhaven Wealth Management
Illinois
$12.4M +$90.2K +1,496 +0.7%
MM
249
Main Management
California
$12.4M +$8.93K +148 +0.1%
WPA
250
West Paces Advisors
Georgia
$12.4M +$258K +4,285 +2%

IEFA Hedge Fund Activity: Q3 2020 in Review

1,094 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q3 2020, worth a combined $60.8B — up 11% from $54.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IEFA positions and 54 closed out — a net gain of 35 holders — while 473 added to existing stakes and 404 trimmed.

The largest buyer was Bank of America, adding an estimated $2.25B. The largest seller was Alaska Permanent Fund, cutting an estimated $368M.

  • 1,094 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q3 2020, up from 1,070 in Q2 2020.
  • Funds reported $60.8B of iShares Core MSCI EAFE ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 89 funds opened new iShares Core MSCI EAFE ETF positions in Q3 2020 and 54 closed out, a net change of +35 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q3 2020 was Bank of America, an estimated $2.25B added.
  • The largest iShares Core MSCI EAFE ETF seller in Q3 2020 was Alaska Permanent Fund, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2020.