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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
TFS
576
Thoroughbred Financial Services
Tennessee
$1.77M -$17.9K -330 -1%
MFG
577
Merit Financial Group
Georgia
$1.76M +$714K +13,181 +75%
TCM
578
Twele Capital Management
Minnesota
$1.74M +$689K +12,711 +72%
QCM
579
Quest Capital Management
Texas
$1.74M -$104K -1,916 -6%
BSW
580
Buckingham Strategic Wealth
Missouri
$1.73M -$2.16M -39,802 -57%
V
581
Veritable
Delaware
$1.73M -$169K -3,122 -9%
LHC
582
Little House Capital
Massachusetts
$1.72M +$1.63M +30,149 New
KFGK
583
Keystone Financial Group (Kentucky)
Kentucky
$1.71M +$393K +7,255 +32%
NSIM
584
North Star Investment Management
Illinois
$1.71M -$174K -3,210 -10%
NL
585
NWAM LLC
Washington
$1.7M +$1.62M +29,818 New
MWA
586
Martel Wealth Advisors
Washington
$1.67M -$54.2K -1,000 -3%
CWM
587
CCG Wealth Management
California
$1.64M -$539K -9,942 -26%
KL
588
KWMG LLC
Kansas
$1.63M -$78.3K -1,444 -5%
WA
589
Waverly Advisors
Alabama
$1.61M -$234K -4,317 -14%
EAM
590
Evanson Asset Management
California
$1.59M
PAG
591
Pinnacle Advisory Group
Maryland
$1.59M -$149K -2,758 -9%
NFG
592
Nations Financial Group
Iowa
$1.58M -$105K -1,945 -7%
IAA
593
Independent Advisor Alliance
North Carolina
$1.58M -$24.9K -459 -2%
CFA
594
CWS Financial Advisors
Michigan
$1.58M +$1.5M +27,636 New
GPWA
595
Great Point Wealth Advisors
Massachusetts
$1.57M -$4.44K -82 -0.3%
GM
596
GeoWealth Management
Illinois
$1.55M +$4.28K +79 +0.3%
CIA
597
Capital Investment Advisors
Georgia
$1.55M -$46.7K -861 -3%
KA
598
Kovack Advisors
Florida
$1.53M -$1.92M -35,520 -57%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$1.53M +$412K +7,600 +40%
PFS
600
Prospera Financial Services
Texas
$1.52M -$28.3K -523 -2%

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.