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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
CWM
251
Chicago Wealth Management
Illinois
$12.3M +$353K +5,857 +3%
QCG
252
Quadrant Capital Group
Ohio
$12.2M +$762K +12,628 +7%
RCA
253
Resonant Capital Advisors
Wisconsin
$12.2M +$1.15M +18,993 +10%
UWPG
254
Ullmann Wealth Partners Group
Florida
$11.9M +$205K +3,401 +2%
CA
255
Cetera Advisors
Colorado
$11.8M -$925K -15,340 -7%
OPS
256
Orion Portfolio Solutions
Nebraska
$11.7M -$864K -14,326 -7%
KAS
257
Kestra Advisory Services
Texas
$11.7M +$11.7M +193,633 New
SPC
258
Sigma Planning Corp
Michigan
$11.7M -$221K -3,656 -2%
WT
259
Washington Trust
Rhode Island
$11.7M +$432K +7,166 +4%
CA
260
Capital Advantage
California
$11.6M +$162K +2,687 +1%
FI
261
FormulaFolio Investments
Michigan
$11.6M +$2.4M +39,725 +26%
WRF
262
Waddell & Reed Financial
Kansas
$11.5M +$11.5M +191,160 New
GSIS
263
Global Strategic Investment Solutions
Arizona
$11.5M +$22.2K +368 +0.2%
CG
264
Colony Group
Massachusetts
$11.2M +$1.18M +19,483 +12%
AWM
265
AE Wealth Management
Kansas
$11.1M -$4.56M -75,591 -29%
LWA
266
LWS Wealth Advisors
New Jersey
$11.1M -$511K -8,477 -4%
TCM
267
Towercrest Capital Management
Pennsylvania
$11.1M +$138K +2,284 +1%
LL
268
LPWM LLC
Minnesota
$11.1M +$525K +8,711 +5%
WA
269
Wealth Architects
California
$11.1M -$278K -4,608 -2%
GBT
270
Grove Bank & Trust
Florida
$11M +$810K +13,433 +8%
HW
271
Hancock Whitney
Mississippi
$10.9M +$276K +4,577 +3%
LMIM
272
Lockheed Martin Investment Management
Maryland
$10.8M -$3.02M -50,000 -22%
LFA
273
Legacy Financial Advisors
Kentucky
$10.8M -$132K -2,184 -1%
SFO
274
Stokes Family Office
Louisiana
$10.7M -$29.2K -484 -0.3%
SS
275
Simplicity Solutions
Minnesota
$10.7M -$4.15M -68,812 -28%

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.