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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
Lazard Asset Management
476
Lazard Asset Management
New York
$2.78M -$6.23K -115 -0.2%
BG
477
Bahl & Gaynor
Ohio
$2.78M -$139K -2,556 -5%
PFM
478
Parsec Financial Management
North Carolina
$2.77M -$432K -7,964 -14%
1WA
479
180 Wealth Advisors
Washington
$2.77M -$404K -7,448 -14%
PGA
480
Portland Global Advisors
Maine
$2.76M +$168K +3,104 +7%
CAC
481
Certified Advisory Corp
Florida
$2.76M +$2.21M +40,773 +546%
IOOF
482
Independent Order of Foresters
Ontario, Canada
$2.74M -$7.43M -137,161 -74%
AF
483
Advisornet Financial
Minnesota
$2.74M -$735K -13,572 -22%
SSW
484
Smith Shellnut Wilson
Mississippi
$2.73M +$10.7K +198 +0.4%
LNC
485
Lincoln National Corp
Pennsylvania
$2.69M -$1.81M -33,428 -42%
CWM
486
Cabot Wealth Management
Massachusetts
$2.66M -$1.48M -27,241 -37%
GIA
487
Gladstone Institutional Advisory
Florida
$2.65M -$2.03M -37,510 -45%
OFG
488
Omega Financial Group
California
$2.64M +$96.2K +1,775 +4%
PWPCM
489
Perella Weinberg Partners Capital Management
New York
$2.62M +$2.49M +45,890 New
GTAM
490
Global Trust Asset Management
Florida
$2.61M +$771K +14,221 +45%
I
491
INVST
Indiana
$2.58M -$2.27M -41,817 -48%
CAM
492
Concorde Asset Management
Michigan
$2.56M -$2M -36,942 -45%
HSWM
493
Hubbell Strickland Wealth Management
Louisiana
$2.56M -$130K -2,402 -5%
HT
494
Heritage Trust
Oklahoma
$2.54M -$75K -1,384 -3%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$2.54M +$1.06M +19,556 +79%
FFA
496
First Foundation Advisors
California
$2.52M -$3.05M -56,320 -56%
PAM
497
Peninsula Asset Management
Florida
$2.52M -$146K -2,693 -6%
WFA
498
Wade Financial Advisory
California
$2.51M -$686K -12,658 -22%
TVAMP
499
Tennessee Valley Asset Management Partners
Tennessee
$2.49M -$7.06M -130,249 -75%
TIA
500
Tiemann Investment Advisors
California
$2.49M +$968K +17,857 +70%

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.