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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
ECM
401
Evergreen Capital Management
Washington
$4.46M -$439K -8,110 -9%
OAP
402
One Advisory Partners
Kansas
$4.45M +$4.22M +77,849 New
SAM
403
Silvercrest Asset Management
New York
$4.42M -$228K -4,211 -5%
MWM
404
Maltin Wealth Management
New Jersey
$4.42M +$10.9K +202 +0.3%
PFM
405
Phillips Financial Management
Indiana
$4.41M +$1.98M +36,479 +90%
C
406
Clearshares
New York
$4.34M
NFG
407
Next Financial Group
Texas
$4.26M +$293K +5,404 +8%
PIMG
408
Patriot Investment Management Group
Tennessee
$4.24M +$112K +2,072 +3%
SPP
409
Single Point Partners
Massachusetts
$4.24M +$109K +2,005 +3%
IWA
410
Independence Wealth Advisors
Virginia
$4.18M -$4.85M -89,540 -55%
TTWM
411
TCV Trust & Wealth Management
Virginia
$4.16M +$596K +10,991 +18%
LWPC
412
Legacy Wealth Partners (California)
California
$4.16M -$1.02M -18,859 -21%
RIA
413
RPG Investment Advisory
California
$4.15M -$52.7K -972 -1%
SHWM
414
Silicon Hills Wealth Management
Texas
$4.13M -$375K -6,928 -9%
WA
415
WBH Advisory
Maryland
$4.13M +$608K +11,220 +18%
RBC
416
Roble Belko & Company
Pennsylvania
$4.05M +$327K +6,042 +9%
SHJ
417
Sharkey, Howes & Javer
Colorado
$4.04M -$4.75M -87,595 -55%
KOMWMG
418
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4M +$260K +4,795 +7%
VR
419
Viridian RIA
Washington
$4M -$1.02M -18,861 -21%
CFO
420
CVA Family Office
Colorado
$3.98M -$2.13M -39,223 -36%
FBA
421
Front Barnett Associates
Illinois
$3.9M -$6.5K -120 -0.2%
BWM
422
Baystate Wealth Management
Massachusetts
$3.88M -$204K -3,759 -5%
NEGWA
423
New England Guild Wealth Advisors
Connecticut
$3.87M -$76.4K -1,409 -2%
HIP
424
Harrell Investment Partners
Texas
$3.86M -$2.1M -38,758 -36%
FCA
425
FLC Capital Advisors
California
$3.8M +$1.19M +21,907 +51%

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.