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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
Betterment LLC
26
Betterment LLC
New York
$370M -$2.16M -35,854 -0.6%
Truist Financial
27
Truist Financial
North Carolina
$363M -$26.7M -442,892 -7%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$333M -$29.8M -493,907 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$333M +$37.2M +616,681 +13%
AssetMark Inc
30
AssetMark Inc
California
$332M -$7.9M -130,938 -2%
RIG
31
RiverFront Investment Group
Virginia
$330M +$2.76M +45,802 +0.8%
Ameriprise
32
Ameriprise
Minnesota
$323M +$28.1M +466,254 +10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$320M -$3.63M -60,194 -1%
Charles Schwab
34
Charles Schwab
California
$309M -$42.2M -699,648 -12%
Franklin Resources
35
Franklin Resources
California
$299M +$1.63M +27,006 +0.5%
AA
36
Alesco Advisors
New York
$298M +$1.93M +32,041 +0.7%
AllianceBernstein
37
AllianceBernstein
Tennessee
$288M -$18.9M -313,028 -6%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$246M
Osaic Holdings
39
Osaic Holdings
Arizona
$235M +$19.2M +318,371 +9%
SEI Investments
40
SEI Investments
Pennsylvania
$231M +$9.74M +161,428 +4%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$225M +$9.52M +157,830 +4%
Members Trust
42
Members Trust
Florida
$187M +$9.33M +154,666 +5%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$162M +$10.3M +171,092 +7%
MOACM
44
Mutual of America Capital Management
New York
$148M +$22.8M +377,907 +18%
Mariner
45
Mariner
Kansas
$144M +$2.77M +45,894 +2%
Northern Trust
46
Northern Trust
Illinois
$136M -$35.9M -595,409 -21%
BA
47
Bridgewater Associates
Connecticut
$135M -$2.34M -38,734 -2%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$135M -$9.11M -151,111 -6%
Creative Planning
49
Creative Planning
Kansas
$132M +$4.58M +75,978 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$128M +$21.5M +356,853 +20%

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.