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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
BB
451
Busey Bank
Illinois
$3.67M -$255K -4,230 -6%
KFP
452
KMG Fiduciary Partners
Ohio
$3.63M +$127K +2,110 +4%
BAM
453
Baldrige Asset Management
Pennsylvania
$3.62M -$49K -813 -1%
MIAN
454
Mariner Independent Advisor Network
Kansas
$3.6M +$209K +3,463 +6%
CWM
455
Calamos Wealth Management
Illinois
$3.56M -$226K -3,750 -6%
ACM
456
Armbruster Capital Management
New York
$3.5M +$158K +2,625 +5%
Mercer Global Advisors
457
Mercer Global Advisors
Colorado
$3.46M +$3M +49,761 +646%
BRM
458
Boston Research & Management
Massachusetts
$3.45M +$60.6K +1,004 +2%
BG
459
Bahl & Gaynor
Ohio
$3.43M +$500K +8,295 +17%
PP
460
Palladium Partners
Virginia
$3.43M +$7.84K +130 +0.2%
PCA
461
Providence Capital Advisors
North Carolina
$3.41M +$58.8K +975 +2%
HCA
462
Heck Capital Advisors
Wisconsin
$3.38M -$1.87M -31,012 -36%
SSWM
463
Smith Salley Wealth Management
North Carolina
$3.38M +$194K +3,212 +6%
FCA
464
FLC Capital Advisors
California
$3.38M -$567K -9,393 -15%
FPCP
465
Fort Point Capital Partners
California
$3.33M -$152K -2,525 -4%
MNBTD
466
Moody National Bank Trust Division
Texas
$3.33M
MWM
467
Merriman Wealth Management
Washington
$3.32M -$33.3K -552 -1%
TIA
468
Tiemann Investment Advisors
California
$3.24M +$619K +10,255 +24%
I
469
INVST
Indiana
$3.16M +$438K +7,270 +16%
HFA
470
Hoover Financial Advisors
Pennsylvania
$3.16M +$1.09K +18 +0%
PS
471
Planned Solutions
California
$3.15M +$3.15M +52,303 New
SSWG
472
Seven Springs Wealth Group
Tennessee
$3.11M -$2.26M -37,487 -42%
KCM
473
Kanawha Capital Management
Virginia
$3.06M +$99.5K +1,650 +3%
FT
474
Fiduciary Trust
Massachusetts
$3.05M -$17.2K -285 -0.6%
WAM
475
Wealthspire Advisors (Maryland)
Maryland
$3.04M +$1.48M +24,529 +95%

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.