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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
HA
376
HYA Advisors
Missouri
$5.42M -$24.9K -460 -0.5%
GT
377
Glenmede Trust
Pennsylvania
$5.39M -$258K -4,761 -5%
CCT
378
Country Club Trust
Missouri
$5.32M -$495K -9,126 -9%
Susquehanna International Group
379
Susquehanna International Group
Pennsylvania
$5.29M +$5.01M +92,484 New
American Century Companies
380
American Century Companies
Missouri
$5.26M +$872K +16,100 +21%
EW
381
Element Wealth
Mississippi
$5.24M -$43.2K -798 -0.9%
FMW
382
Farr Miller & Washington
District of Columbia
$5.2M -$368K -6,795 -7%
SSWG
383
Seven Springs Wealth Group
Tennessee
$5.09M +$26.4K +488 +0.6%
LI
384
LVZ Inc
Michigan
$5.05M -$1.56M -28,696 -25%
HCA
385
Heck Capital Advisors
Wisconsin
$4.98M +$3.42M +63,062 +263%
MWP
386
MYCIO Wealth Partners
Pennsylvania
$4.95M +$8.29K +153 +0.2%
IAN
387
Integrated Advisors Network
Texas
$4.91M +$901K +16,632 +24%
ACS
388
Archford Capital Strategies
Illinois
$4.89M +$4.64M +85,555 New
PL
389
Plancorp LLC
Missouri
$4.81M +$1.2M +22,116 +36%
NFG
390
NewFocus Financial Group
Washington
$4.78M +$130K +2,396 +3%
BWM
391
BCS Wealth Management
Tennessee
$4.75M -$4.06K -75 -0.1%
MAFM
392
Mid Atlantic Financial Management
Pennsylvania
$4.72M -$2.68M -49,531 -37%
EWM
393
Endurance Wealth Management
Rhode Island
$4.71M +$4.66K +86 +0.1%
SHIM
394
Stone House Investment Management
Pennsylvania
$4.71M -$7.31M -134,893 -62%
FFN
395
Focus Financial Network
Minnesota
$4.68M -$389K -7,171 -8%
CFGS
396
Concourse Financial Group Securities
Alabama
$4.61M -$3.09M -56,971 -41%
BWL
397
Bogart Wealth LLC
Virginia
$4.59M -$1.37M -25,190 -24%
NB
398
NBT Bank
New York
$4.55M +$3.83M +70,665 +787%
PFM
399
Peak Financial Management
Massachusetts
$4.5M +$21.2K +391 +0.5%
SFS
400
Sowell Financial Services
Arkansas
$4.49M -$599K -11,046 -12%

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.