We are live on ! Find out more
IEFA icon

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
American Century Companies
376
American Century Companies
Missouri
$5.74M +$193K +3,200 +3%
FFG
377
Ford Financial Group
California
$5.7M +$4.61M +76,375 +420%
HA
378
HYA Advisors
Missouri
$5.68M -$31.9K -529 -0.6%
GT
379
Glenmede Trust
Pennsylvania
$5.68M -$5.55K -92 -0.1%
SIC
380
Sigma Investment Counselors
Michigan
$5.62M -$7.97M -132,166 -59%
CCT
381
Country Club Trust
Missouri
$5.54M -$50.8K -843 -0.9%
PP
382
PDS Planning
Ohio
$5.53M -$412K -6,830 -7%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.49M -$277K -4,595 -5%
CFGS
384
Concourse Financial Group Securities
Alabama
$5.48M +$623K +10,322 +13%
SW
385
SVB Wealth
Massachusetts
$5.46M -$399K -6,617 -7%
FMW
386
Farr Miller & Washington
District of Columbia
$5.46M -$28.6K -474 -0.5%
Prudential Financial
387
Prudential Financial
New Jersey
$5.44M +$2.21M +36,665 +68%
TPCW
388
TD Private Client Wealth
New York
$5.42M -$392K -6,505 -7%
ACS
389
Archford Capital Strategies
Illinois
$5.41M +$254K +4,217 +5%
EW
390
Element Wealth
Mississippi
$5.41M -$121K -1,999 -2%
COF
391
Capital One Financial
Virginia
$5.39M -$13M -214,770 -71%
SMG
392
Spectrum Management Group
Indiana
$5.15M -$704K -11,670 -12%
MWM
393
Maltin Wealth Management
New Jersey
$5.14M +$483K +8,012 +10%
MAFM
394
Mid Atlantic Financial Management
Pennsylvania
$5.14M -$169K -2,801 -3%
FFN
395
Focus Financial Network
Minnesota
$5.08M +$142K +2,352 +3%
LI
396
LVZ Inc
Michigan
$5.06M -$267K -4,427 -5%
SHJ
397
Sharkey, Howes & Javer
Colorado
$5.04M +$777K +12,881 +18%
BWM
398
BCS Wealth Management
Tennessee
$5.01M
PFM
399
Phillips Financial Management
Indiana
$4.99M +$339K +5,628 +7%
SHIM
400
Stone House Investment Management
Pennsylvania
$4.99M +$22.1K +366 +0.4%

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.