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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
EWF
426
Epstein & White Financial
California
$3.79M +$680K +12,552 +23%
LF
427
Lee Financial
Texas
$3.77M -$548K -10,103 -13%
FTS
428
Fifth Third Securities
Ohio
$3.73M -$80.5K -1,485 -2%
MPCG
429
Matrix Private Capital Group
New York
$3.73M +$532K +9,818 +18%
BB
430
Busey Bank
Illinois
$3.72M -$765K -14,111 -18%
IA
431
IFP Advisors
Florida
$3.69M -$765K -14,115 -18%
RIA
432
Regal Investment Advisors
Michigan
$3.62M +$3.44M +63,406 New
AIM
433
Aspen Investment Management
Michigan
$3.61M +$1.12M +20,584 +48%
SBL
434
Sargent Bickham Lagudis
Colorado
$3.6M -$166K -3,057 -5%
COPPSERS
435
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.59M +$3.4M +62,800 New
CWM
436
Calamos Wealth Management
Illinois
$3.58M +$2.38M +43,827 +232%
FFC
437
Fure Financial Corporation
Minnesota
$3.52M +$3.34M +61,600 New
BAM
438
Baldrige Asset Management
Pennsylvania
$3.48M +$102K +1,883 +3%
MWC
439
MKD Wealth Coaches
Michigan
$3.43M -$249K -4,603 -7%
PFA
440
Pettinga Financial Advisors
Indiana
$3.42M +$3.25M +59,895 New
CA
441
Cambridge Associates
Massachusetts
$3.42M -$4.57M -84,241 -58%
ST
442
Spinnaker Trust
Maine
$3.4M -$4.6M -84,904 -59%
SXL
443
Summit X LLC
Missouri
$3.38M -$4.2M -77,446 -57%
Axa
444
Axa
France
$3.33M +$981K +18,111 +45%
KFP
445
KMG Fiduciary Partners
Ohio
$3.32M -$325K -5,989 -9%
AWM
446
Aprio Wealth Management
Georgia
$3.32M +$2.22M +41,007 +241%
FPCP
447
Fort Point Capital Partners
California
$3.31M -$489K -9,031 -14%
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$3.29M +$1.41M +25,929 +82%
PP
449
Palladium Partners
Virginia
$3.24M +$3.07M +56,700 New
MIAN
450
Mariner Independent Advisor Network
Kansas
$3.23M -$2.28M -42,048 -43%

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.