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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
RVPG
526
Relative Value Partners Group
$2.44M +$114K +1,882 +5%
WAM
527
Wakefield Asset Management
Colorado
$2.44M -$41.9K -694 -2%
MA
528
Mutual Advisors
Nebraska
$2.43M -$63.6K -1,054 -3%
SCM
529
Smith Capital Management
Arkansas
$2.41M +$142K +2,353 +6%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$2.37M +$81.5K +1,351 +4%
SGAM
531
Stephens Group Asset Management
Arkansas
$2.36M +$354K +5,872 +18%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$723K +11,988 +45%
OCM
533
One Capital Management
California
$2.32M -$208K -3,456 -8%
VWM
534
Valley Wealth Managers
New Jersey
$2.31M +$160K +2,661 +7%
HIA
535
Harbor Investment Advisory
Maryland
$2.3M +$26.2K +435 +1%
MAS
536
Managed Account Services
Florida
$2.26M +$4.64K +77 +0.2%
Nisa Investment Advisors
537
Nisa Investment Advisors
Missouri
$2.26M
AL
538
Aspiriant LLC
California
$2.26M +$808K +13,403 +56%
SWP
539
Strategic Wealth Partners
Ohio
$2.26M -$208K -3,450 -8%
KWMG
540
King Wealth Management Group
Florida
$2.25M -$70.8K -1,174 -3%
TSA
541
Tri-Star Advisors
Texas
$2.25M -$872K -14,457 -28%
IWM
542
IHT Wealth Management
Illinois
$2.22M +$32.9K +546 +2%
DE
543
Day & Ennis
Georgia
$2.2M -$172K -2,854 -7%
FFA
544
First Foundation Advisors
California
$2.2M -$466K -7,726 -17%
WSFS
545
Wilmington Savings Fund Society
Delaware
$2.2M +$62.1K +1,029 +3%
FG
546
Fiduciary Group
Georgia
$2.18M +$4.04K +67 +0.2%
W
547
WealthOne
New York
$2.16M -$214K -3,545 -9%
AWM
548
Apollon Wealth Management
South Carolina
$2.15M +$68.8K +1,140 +3%
AIA
549
Arbor Investment Advisors
North Carolina
$2.15M -$51.2K -849 -2%
RHBC
550
R.H. Bluestein & Co
Michigan
$2.11M +$163K +2,700 +8%

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.