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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
LP
501
LGL Partners
Pennsylvania
$2.47M -$4.44M -81,910 -65%
EI
502
Ellevest Inc
New York
$2.46M +$2.19M +40,462 +1,590%
CTA
503
Colonial Trust Advisors
South Carolina
$2.45M -$129K -2,386 -5%
IC
504
InterOcean Capital
Illinois
$2.45M +$286K +5,269 +14%
BBHC
505
Brown Brothers Harriman & Co
New York
$2.44M -$999K -18,438 -30%
LFG
506
LifePlan Financial Group
Ohio
$2.44M -$2.46M -45,341 -52%
JHCP
507
Jackson Hole Capital Partners
Oklahoma
$2.44M -$208K -3,844 -8%
PBO
508
Peoples Bank (Ohio)
Ohio
$2.42M -$1.66M -30,567 -42%
MWM
509
Marietta Wealth Management
Georgia
$2.42M -$846K -15,603 -27%
GFPC
510
Global Financial Private Capital
Florida
$2.41M +$8.13K +150 +0.4%
BCA
511
Bray Capital Advisors
Florida
$2.4M +$132K +2,430 +6%
OCM
512
One Capital Management
California
$2.4M -$685K -12,648 -23%
SIS
513
SVB Investment Services
Utah
$2.39M -$238K -4,396 -10%
LGWM
514
Litman Gregory Wealth Management
California
$2.39M +$784K +14,465 +53%
MA
515
Mutual Advisors
Nebraska
$2.37M -$8.07M -148,870 -78%
FCFC
516
First Citizens Financial Corp
Iowa
$2.36M +$253K +4,671 +13%
EFL
517
ERn Financial LLC
Wisconsin
$2.35M +$565K +10,419 +34%
WAM
518
Wakefield Asset Management
Colorado
$2.35M +$2.23M +41,084 New
RZH
519
Relyea Zuckerberg Hanson
Connecticut
$2.34M -$287K -5,294 -11%
DT
520
Diversified Trust
Tennessee
$2.34M
SWP
521
Strategic Wealth Partners
Ohio
$2.34M +$1.76M +32,514 +387%
SF
522
Summit Financial
New Jersey
$2.29M +$2.17M +40,015 New
GLLW
523
Graves Light Lenhart Wealth
Virginia
$2.28M +$2.16M +39,938 New
FUBT
524
First United Bank & Trust
Maryland
$2.27M -$102K -1,876 -4%
LWM
525
Liberty Wealth Management
California
$2.26M -$2.62M -48,408 -55%

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.