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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
ST
476
Spinnaker Trust
Maine
$3.03M -$554K -9,184 -15%
PM
477
Pembroke Management
Quebec, Canada
$2.99M +$17K +282 +0.6%
GFS
478
GYL Financial Synergies
Connecticut
$2.98M -$74.4K -1,233 -2%
KPWS
479
Kestra Private Wealth Services
Texas
$2.97M +$2.97M +49,233 New
Lazard Asset Management
480
Lazard Asset Management
New York
$2.93M
SIA
481
Soltis Investment Advisors
Utah
$2.93M -$26.1K -432 -0.9%
SF
482
Summit Financial
New Jersey
$2.93M +$514K +8,529 +21%
CWM
483
Cahaba Wealth Management
Georgia
$2.92M +$113K +1,868 +4%
WIA
484
World Investment Advisors
California
$2.91M -$20.4K -338 -0.7%
LWM
485
Liberty Wealth Management
California
$2.91M +$520K +8,627 +22%
CIR
486
Clear Investment Research
Georgia
$2.9M -$67.4K -1,118 -2%
PBO
487
Peoples Bank (Ohio)
Ohio
$2.9M +$346K +5,740 +14%
MWM
488
Marietta Wealth Management
Georgia
$2.9M +$345K +5,715 +14%
Macquarie Group
489
Macquarie Group
Australia
$2.89M -$5.78M -95,828 Closed
IOOF
490
Independent Order of Foresters
Ontario, Canada
$2.89M
RA
491
RFG Advisory
Alabama
$2.88M +$1.5M +24,842 +108%
OFG
492
Omega Financial Group
California
$2.87M +$94.4K +1,565 +3%
CC
493
Copperleaf Capital
North Carolina
$2.86M -$204K -3,383 -7%
CAM
494
Concorde Asset Management
Michigan
$2.84M +$141K +2,338 +5%
CFD
495
Creative Financial Designs
Indiana
$2.83M +$2.13M +35,324 +302%
IL
496
Investure LLC
Virginia
$2.81M -$4.76M -78,905 -63%
Jane Street
497
Jane Street
New York
$2.81M -$36.1M -597,948 -93%
PFM
498
Parsec Financial Management
North Carolina
$2.78M -$147K -2,429 -5%
CWM
499
Cabot Wealth Management
Massachusetts
$2.76M -$44K -729 -2%
1WA
500
180 Wealth Advisors
Washington
$2.73M -$120K -1,993 -4%

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.