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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
HPC
451
Hobart Private Capital
North Carolina
$3.22M -$3.42M -63,133 -53%
BRM
452
Boston Research & Management
Massachusetts
$3.21M +$362K +6,671 +13%
MWM
453
Merriman Wealth Management
Washington
$3.18M -$3.53M -65,154 -54%
PCA
454
Providence Capital Advisors
North Carolina
$3.18M -$111K -2,048 -4%
ACM
455
Armbruster Capital Management
New York
$3.17M -$1.57M -28,925 -34%
MNBTD
456
Moody National Bank Trust Division
Texas
$3.15M +$297K +5,481 +11%
BF
457
BOK Financial
Oklahoma
$3.13M -$743K -13,705 -20%
PBF
458
Petix & Botte Financial
California
$3.13M +$2.8M +51,738 +92%
Prudential Financial
459
Prudential Financial
New Jersey
$3.06M -$1.77M -32,745 -38%
TSA
460
Tri-Star Advisors
Texas
$3.03M +$2.76M +50,897 New
SSWM
461
Smith Salley Wealth Management
North Carolina
$3.02M -$23.2K -429 -0.8%
WIA
462
World Investment Advisors
California
$3M -$2.38M -43,888 -47%
HFA
463
Hoover Financial Advisors
Pennsylvania
$2.99M +$65.5K +1,208 +2%
TRCT
464
Tower Research Capital (TRC)
New York
$2.95M +$2.8M +51,662 New
FT
465
Fiduciary Trust
Massachusetts
$2.91M -$611K -11,271 -18%
CC
466
Copperleaf Capital
North Carolina
$2.91M -$572K -10,561 -17%
GFS
467
GYL Financial Synergies
Connecticut
$2.9M -$5.08M -93,758 -65%
PGAM
468
Princeton Global Asset Management
New Jersey
$2.82M +$1.37M +25,343 +105%
CIR
469
Clear Investment Research
Georgia
$2.82M -$264K -4,869 -9%
CWM
470
Cahaba Wealth Management
Georgia
$2.82M -$121K -2,236 -5%
PM
471
Pembroke Management
Quebec, Canada
$2.82M +$238K +4,395 +10%
KCM
472
Kanawha Capital Management
Virginia
$2.81M -$8.13K -150 -0.3%
TSS
473
Two Sigma Securities
New York
$2.81M +$2.66M +49,105 New
SIA
474
Soltis Investment Advisors
Utah
$2.8M -$501K -9,240 -16%
JWCA
475
J.W. Cole Advisors
Florida
$2.79M +$2.65M +48,825 New

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.