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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
VFA
326
Valeo Financial Advisors
Indiana
$6.84M +$380K +7,006 +6%
SIM
327
Stratos Investment Management
Ohio
$6.79M -$187K -3,447 -3%
TIM
328
Tortoise Investment Management
New York
$6.78M +$527K +9,733 +9%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.72M -$92.2K -1,701 -1%
LWA
330
Lineweaver Wealth Advisors
Ohio
$6.69M -$6.25M -115,337 -50%
CGA
331
Crescent Grove Advisors
Illinois
$6.67M +$423K +7,797 +7%
SWP
332
Summit Wealth Partners
Florida
$6.67M -$207K -3,817 -3%
FCI
333
Financial Counselors Inc
Kansas
$6.62M +$978K +18,050 +18%
OWM
334
Orgel Wealth Management
Wisconsin
$6.6M +$6.26M +115,541 New
PFG
335
PAX Financial Group
Texas
$6.57M +$6.23M +115,014 New
IDA
336
Intelligence Driven Advisers
California
$6.53M +$21.2K +391 +0.3%
WPW
337
Waldron Private Wealth
Pennsylvania
$6.5M +$607K +11,196 +11%
CJA
338
C-J Advisory
California
$6.47M -$72.1K -1,331 -1%
GWM
339
Geneos Wealth Management
Colorado
$6.46M -$73.2K -1,350 -1%
MFM
340
Mirsky Financial Management
New York
$6.42M +$1.21M +22,344 +25%
WB
341
Webster Bank
Connecticut
$6.41M -$203K -3,746 -3%
FCIM
342
Fairview Capital Investment Management
California
$6.34M +$4.51M +83,250 +301%
CM
343
Columbus Macro
Pennsylvania
$6.25M +$3.47M +63,982 +141%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.19M -$250K -4,612 -4%
AFC
345
Adaptive Financial Consulting
Ohio
$6.16M +$671K +12,380 +13%
N
346
Natixis
France
$6.14M -$250K -4,611 -4%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$6.13M +$545K +10,062 +10%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$6.05M -$3.43M -63,203 -37%
IP
349
Investment Partners
Ohio
$6.05M +$136K +2,508 +2%
AGA
350
Arkos Global Advisors
Texas
$6.01M -$1.73M -31,948 -23%

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.