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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
DWT
551
Dorsey & Whitney Trust
South Dakota
$2.11M +$184K +3,053 +10%
BWA
552
BlueSky Wealth Advisors
North Carolina
$2.11M -$49K -812 -2%
LNC
553
Lincoln National Corp
Pennsylvania
$2.08M -$759K -12,585 -27%
RZH
554
Relyea Zuckerberg Hanson
Connecticut
$2.07M -$423K -7,010 -17%
SRC
555
Shufro Rose & Co
New York
$2.04M +$2.04M +33,844 New
SS
556
Sunbelt Securities
Texas
$2.01M +$427K +7,083 +27%
ACP
557
Aveo Capital Partners
Colorado
$2M +$2M +33,205 New
BWCS
558
Beirne Wealth Consulting Services
Connecticut
$2M +$7.72K +128 +0.4%
WBG
559
Wharton Business Group
Pennsylvania
$1.97M -$121K -2,000 -6%
RA
560
Rational Advisors
New York
$1.96M +$857K +14,205 +77%
CA
561
Continuum Advisory
Idaho
$1.96M +$89.5K +1,484 +5%
CTC
562
Central Trust Company
Missouri
$1.93M +$905 +15 +0%
SW
563
SkyOak Wealth
Michigan
$1.93M +$695K +11,525 +56%
WWM
564
Western Wealth Management
Colorado
$1.91M -$23.7K -393 -1%
MFG
565
Merit Financial Group
Georgia
$1.91M +$52.3K +867 +3%
NSIM
566
North Star Investment Management
Illinois
$1.89M +$89.9K +1,491 +5%
PA
567
Procyon Advisors
Connecticut
$1.89M +$14.3K +237 +0.8%
Deutsche Bank
568
Deutsche Bank
Germany
$1.89M +$15.7K +260 +0.8%
LHC
569
Little House Capital
Massachusetts
$1.88M +$66K +1,095 +4%
GIA
570
Gladstone Institutional Advisory
Florida
$1.88M -$921K -15,272 -33%
RWA
571
Ropes Wealth Advisors
Massachusetts
$1.88M
Fisher Asset Management
572
Fisher Asset Management
Washington
$1.87M +$1.52M +25,266 +438%
MSWMA
573
Market Street Wealth Management Advisors
Indiana
$1.86M -$133K -2,211 -7%
BSW
574
Buckingham Strategic Wealth
Missouri
$1.86M +$28.1K +466 +2%
FWP
575
FAS Wealth Partners
Kansas
$1.84M -$208K -3,450 -10%

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.