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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
OWM
326
Orgel Wealth Management
Wisconsin
$7.46M +$492K +8,158 +7%
IFAM
327
Institutional & Family Asset Management
Colorado
$7.45M -$107K -1,776 -1%
WPW
328
Waldron Private Wealth
Pennsylvania
$7.43M +$582K +9,645 +8%
FCT
329
Family Capital Trust
Massachusetts
$7.4M -$348K -5,770 -4%
TIM
330
Tortoise Investment Management
New York
$7.37M +$220K +3,651 +3%
CA
331
Clearstead Advisors
Ohio
$7.25M +$1.04M +17,294 +17%
CGA
332
Crescent Grove Advisors
Illinois
$7.24M +$208K +3,452 +3%
PFG
333
PAX Financial Group
Texas
$7.22M +$287K +4,751 +4%
N
334
Natixis
France
$7.22M +$744K +12,336 +11%
NYLIM
335
New York Life Investment Management
New York
$7.13M +$5.88M +97,410 +468%
LWA
336
Lineweaver Wealth Advisors
Ohio
$7.08M +$24.7K +410 +0.4%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.01M -$72.6K -1,203 -1%
AGA
338
Arkos Global Advisors
Texas
$6.99M +$655K +10,857 +10%
IC
339
IEQ Capital
California
$6.98M +$6.98M +115,799 New
SIM
340
Stratos Investment Management
Ohio
$6.95M -$204K -3,377 -3%
MFM
341
Mirsky Financial Management
New York
$6.95M +$177K +2,932 +3%
GWM
342
Geneos Wealth Management
Colorado
$6.92M +$111K +1,835 +2%
AFC
343
Adaptive Financial Consulting
Ohio
$6.91M +$422K +6,989 +6%
SWP
344
Summit Wealth Partners
Florida
$6.9M -$131K -2,167 -2%
FAIM
345
Financial Advocates Investment Management
Washington
$6.9M +$6.9M +114,426 New
FCIM
346
Fairview Capital Investment Management
California
$6.81M +$123K +2,035 +2%
CJA
347
C-J Advisory
California
$6.78M -$15.2K -252 -0.2%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$6.72M +$925K +15,342 +16%
WB
349
Webster Bank
Connecticut
$6.71M -$48.1K -797 -0.7%
First Trust Advisors
350
First Trust Advisors
Illinois
$6.71M +$76.5K +1,269 +1%

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.