We are live on ! Find out more
IEFA icon

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
AWM
301
Altavista Wealth Management
North Carolina
$8.11M +$1.35M +24,848 +21%
GG
302
Gofen & Glossberg
Illinois
$8.08M -$279K -5,153 -4%
BFPW
303
BOK Financial Private Wealth
Colorado
$8.04M +$4.09M +75,501 +116%
CI
304
Conning Inc
Connecticut
$7.98M
HIM
305
Hanlon Investment Management
New Jersey
$7.94M -$720K -13,293 -9%
RIM
306
Rockbridge Investment Management
New York
$7.75M +$7.35M +135,644 New
ONB
307
Old National Bancorp
Indiana
$7.71M +$247K +4,553 +3%
GPA
308
Guidance Point Advisors
Massachusetts
$7.65M -$826K -15,239 -10%
PC
309
Premise Capital
Illinois
$7.63M -$73.1K -1,349 -1%
HFA
310
High Falls Advisors
New York
$7.58M -$4.2M -77,592 -37%
VVP
311
Venture Visionary Partners
Ohio
$7.55M -$4.95M -91,309 -41%
HR
312
Hardy Reed
Mississippi
$7.37M +$6.98M +128,848 New
FCT
313
Family Capital Trust
Massachusetts
$7.35M +$1.06M +19,627 +18%
APSP
314
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.3M +$1.15M +21,304 +20%
HCA
315
Harbour Capital Advisors
Virginia
$7.28M +$18.2K +335 +0.3%
SIC
316
Shoker Investment Counsel
Ohio
$7.25M +$566K +10,447 +9%
ISWM
317
Independent Solutions Wealth Management
New York
$7.23M -$324K -5,979 -5%
TL
318
TrueWealth LLC
Georgia
$7.2M +$1.74M +32,063 +34%
IL
319
Investure LLC
Virginia
$7.17M -$1.48M -27,296 -18%
IFAM
320
Institutional & Family Asset Management
Colorado
$7.17M -$72.7K -1,342 -1%
PA
321
Planning Alternatives
Michigan
$7.07M -$1.16M -21,332 -15%
HF
322
Halpern Financial
Virginia
$7.04M +$721K +13,305 +12%
BRWA
323
B. Riley Wealth Advisors
Florida
$7.03M -$2.33M -43,057 -26%
IWP
324
Icon Wealth Partners
Texas
$7.01M -$6.18M -114,012 -48%
DMC
325
Drexel Morgan & Co
Pennsylvania
$6.95M -$40.5K -747 -0.6%

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.