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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
AIM
426
Allen Investment Management
New York
$4.34M -$1.72M -28,585 -28%
IAN
427
Integrated Advisors Network
Texas
$4.32M -$852K -14,125 -16%
HPC
428
Hobart Private Capital
North Carolina
$4.26M +$860K +14,264 +25%
RBC
429
Roble Belko & Company
Pennsylvania
$4.25M -$25K -415 -0.6%
SAM
430
Silvercrest Asset Management
New York
$4.24M -$426K -7,063 -9%
SBL
431
Sargent Bickham Lagudis
Colorado
$4.23M +$440K +7,294 +12%
APW
432
Acima Private Wealth
Virginia
$4.18M +$2.72M +45,111 +185%
LCC
433
Lincoln Capital Corp
Rhode Island
$4.16M +$3.65M +60,491 +717%
PGA
434
Portland Global Advisors
Maine
$4.13M +$1.22M +20,258 +42%
FBA
435
Front Barnett Associates
Illinois
$4.11M +$2.11K +35 +0.1%
IA
436
IFP Advisors
Florida
$4.1M +$222K +3,684 +6%
VR
437
Viridian RIA
Washington
$4.07M -$145K -2,407 -3%
HIP
438
Harrell Investment Partners
Texas
$4.07M -$6.75K -112 -0.2%
MPCG
439
Matrix Private Capital Group
New York
$4.07M +$132K +2,189 +3%
LF
440
Lee Financial
Texas
$3.98M
BWM
441
Baystate Wealth Management
Massachusetts
$3.95M -$143K -2,369 -3%
NEGWA
442
New England Guild Wealth Advisors
Connecticut
$3.89M -$197K -3,262 -5%
FTS
443
Fifth Third Securities
Ohio
$3.87M -$71.4K -1,184 -2%
WA
444
Wealth Alliance
New York
$3.85M +$2.86M +47,347 +288%
AIM
445
Aspen Investment Management
Michigan
$3.79M -$18.1K -300 -0.5%
JHCP
446
Jackson Hole Capital Partners
Oklahoma
$3.75M +$1.18M +19,526 +46%
Axa
447
Axa
France
$3.73M +$190K +3,146 +5%
PA
448
Prism Advisors
California
$3.72M -$2.3M -38,214 -38%
TPWA
449
TRUE Private Wealth Advisors
Oregon
$3.68M -$9.08M -150,536 -71%
KA
450
Klingman & Associates
New York
$3.68M -$2.36M -39,114 -39%

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.