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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
PCWA
276
Pacific Capital Wealth Advisors
California
$10.7M +$250K +4,145 +2%
Citigroup
277
Citigroup
New York
$10.6M -$3.34M -55,358 -24%
ADL
278
Asset Dedication LLC
California
$10.5M +$984K +16,321 +10%
PW
279
Peninsula Wealth
California
$10.4M -$42.8K -710 -0.4%
HIMC
280
Heritage Investors Management Corp
Maryland
$10.3M -$105K -1,736 -1%
TYCC
281
Texas Yale Capital Corp
Florida
$10.1M
EWA
282
Exencial Wealth Advisors
Oklahoma
$10M +$745K +12,352 +8%
LC
283
LCNB Corp
Ohio
$10M +$33.4K +554 +0.3%
SWM
284
Sugarloaf Wealth Management
Georgia
$9.85M -$617K -10,224 -6%
SBSB
285
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.85M +$505K +8,380 +5%
SRC
286
Sage Rhino Capital
California
$9.82M +$98.7K +1,637 +1%
AIA
287
Alera Investment Advisors
Illinois
$9.76M -$2.31M -38,281 -19%
RIM
288
Rockbridge Investment Management
New York
$9.66M +$1.48M +24,620 +18%
ONB
289
Old National Bancorp
Indiana
$9.61M +$1.47M +24,440 +18%
CS
290
Comerica Securities
Michigan
$9.48M +$623K +10,335 +7%
VIM
291
VCU Investment Management
Virginia
$9.22M -$1.12M -18,492 -11%
AA
292
Argent Advisors
Louisiana
$9.18M +$9.19M +152,339 New
DL
293
DOHJ LLC
Washington
$9.13M +$296K +4,903 +3%
RPWA
294
Regent Peak Wealth Advisors
Georgia
$9.11M -$11.9K -198 -0.1%
NEAM
295
New England Asset Management
Connecticut
$9.02M +$9.02M +149,600 New
BRWA
296
B. Riley Wealth Advisors
Florida
$9.01M +$1.65M +27,322 +22%
ATC
297
Argent Trust Co
Tennessee
$8.95M -$493K -8,175 -5%
SCP
298
Syntal Capital Partners
Texas
$8.75M -$1.71M -28,299 -16%
VC
299
Veracity Capital
Georgia
$8.75M -$2.3M -38,162 -21%
AWM
300
Altavista Wealth Management
North Carolina
$8.71M +$163K +2,696 +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.