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iShares Core MSCI EAFE ETF

1,070 hedge funds and large institutions have $54.9B invested in iShares Core MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 354 increasing their positions, 514 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 89

6% more capital invested

Capital invested by funds: $51.6B → $54.9B (+$3.35B)

2% more funds holding

Funds holding: 1,0441,070 (+26)

2% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $14.4M

0.97% less ownership

Funds ownership: 86.49%85.52% (-0.97%)

8% less funds holding in top 10

Funds holding in top 10: 249230 (-19)

31% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 514

Holders
1,070
Holders Change
+26
Holders Change %
+2.49%
% of All Funds
21.94%
Holding in Top 10
230
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.63%
% of All Funds
4.72%
New
125
Increased
354
Reduced
514
Closed
89
Calls
$14.8M
Puts
$14.4M
Net Calls
+$358K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
251
Alera Investment Advisors
Illinois
$11.4M +$1.48M +27,246 +16%
CWM
252
Chicago Wealth Management
Illinois
$11.4M +$10.8M +198,988 New
MCIA
253
Mountain Capital Investment Advisors
Colorado
$11.3M -$338K -6,234 -3%
SPC
254
Sigma Planning Corp
Michigan
$11.3M -$1.01M -18,644 -9%
UWPG
255
Ullmann Wealth Partners Group
Florida
$11.1M -$7.5M -138,383 -42%
LWA
256
LWS Wealth Advisors
New Jersey
$11M +$980K +18,082 +10%
GSIS
257
Global Strategic Investment Solutions
Arizona
$10.9M +$1.97M +36,285 +24%
QCG
258
Quadrant Capital Group
Ohio
$10.9M +$850K +15,694 +9%
WA
259
Wealth Architects
California
$10.8M -$381K -7,023 -4%
CA
260
Capital Advantage
California
$10.7M -$132K -2,427 -1%
WT
261
Washington Trust
Rhode Island
$10.7M +$559K +10,308 +6%
RCA
262
Resonant Capital Advisors
Wisconsin
$10.5M +$4.9M +90,334 +97%
VC
263
Veracity Capital
Georgia
$10.5M -$1.73M -31,959 -15%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$10.4M +$4.24M +78,200 +75%
CGI
265
Cougar Global Investments
Ontario, Canada
$10.4M -$4.02M -74,141 -29%
TCM
266
Towercrest Capital Management
Pennsylvania
$10.4M +$844K +15,569 +9%
LFA
267
Legacy Financial Advisors
Kentucky
$10.4M +$3.16M +58,219 +47%
SFO
268
Stokes Family Office
Louisiana
$10.2M -$356K -6,577 -4%
DIA
269
Davidson Investment Advisors
Montana
$10.2M -$1.06M -19,520 -10%
ECG
270
Edge Capital Group
Georgia
$10.2M -$9.47M -174,830 -50%
HW
271
Hancock Whitney
Mississippi
$10.1M +$1.2M +22,210 +14%
CI
272
CX Institutional
Indiana
$10M +$9.39M +173,321 +7,562%
LL
273
LPWM LLC
Minnesota
$9.95M -$435K -8,020 -4%
SCP
274
Syntal Capital Partners
Texas
$9.91M -$4.71M -86,884 -33%
SWM
275
Sugarloaf Wealth Management
Georgia
$9.88M -$128K -2,361 -1%

IEFA Hedge Fund Activity: Q2 2020 in Review

1,070 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q2 2020, worth a combined $54.9B — up 6.5% from $51.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new IEFA positions and 89 closed out — a net gain of 36 holders — while 354 added to existing stakes and 514 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $753M. The largest seller was JP Morgan Chase, cutting an estimated $1.8B.

  • 1,070 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q2 2020, up from 1,044 in Q1 2020.
  • Funds reported $54.9B of iShares Core MSCI EAFE ETF stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 125 funds opened new iShares Core MSCI EAFE ETF positions in Q2 2020 and 89 closed out, a net change of +36 holders.
  • The largest iShares Core MSCI EAFE ETF buyer in Q2 2020 was Alaska Permanent Fund, an estimated $753M added.
  • The largest iShares Core MSCI EAFE ETF seller in Q2 2020 was JP Morgan Chase, an estimated $1.8B sold.

Based on aggregated 13F filings for Q2 2020.