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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
PCWA
276
Pacific Capital Wealth Advisors
California
$9.87M +$946K +17,450 +11%
PW
277
Peninsula Wealth
California
$9.87M +$5.8M +107,102 +163%
FNT
278
First National Trust
Pennsylvania
$9.85M -$2.34M -43,184 -20%
HIMC
279
Heritage Investors Management Corp
Maryland
$9.83M +$157K +2,898 +2%
VIM
280
VCU Investment Management
Virginia
$9.8M -$26.3M -484,718 -74%
GBT
281
Grove Bank & Trust
Florida
$9.71M +$2.99M +55,248 +48%
TYCC
282
Texas Yale Capital Corp
Florida
$9.53M +$348K +6,428 +4%
CG
283
Colony Group
Massachusetts
$9.48M -$3.74M -69,003 -29%
LC
284
LCNB Corp
Ohio
$9.48M +$288K +5,310 +3%
SCA
285
Snowden Capital Advisors
New York
$9.28M -$1.12M -20,583 -11%
SRC
286
Sage Rhino Capital
California
$9.22M -$226K -4,172 -3%
ADL
287
Asset Dedication LLC
California
$9.06M -$227K -4,197 -3%
ATC
288
Argent Trust Co
Tennessee
$8.95M -$2.88M -53,159 -25%
SBSB
289
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.86M +$825K +15,230 +11%
EWA
290
Exencial Wealth Advisors
Oklahoma
$8.82M +$1.06M +19,636 +15%
WS
291
Wela Strategies
Georgia
$8.75M -$30.1K -556 -0.4%
FI
292
FormulaFolio Investments
Michigan
$8.73M +$201K +3,717 +2%
RPWA
293
Regent Peak Wealth Advisors
Georgia
$8.64M +$420K +7,751 +5%
NEI
294
Northwest & Ethical Investments
Ontario, Canada
$8.63M +$4.12M +76,100 +102%
BPA
295
Beacon Pointe Advisors
California
$8.52M -$2.3M -42,401 -22%
DL
296
DOHJ LLC
Washington
$8.46M +$538K +9,925 +8%
CS
297
Comerica Securities
Michigan
$8.4M -$2.92M -53,924 -27%
PA
298
Parallel Advisors
California
$8.31M -$555K -10,249 -7%
CCM
299
Condor Capital Management
New Jersey
$8.16M -$6.42M -118,546 -45%
SWM
300
Southern Wealth Management
Texas
$8.13M +$4.62M +85,318 +150%

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.