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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
SS
601
Sunbelt Securities
Texas
$1.5M -$2.05M -37,829 -59%
PG
602
Patten Group
Tennessee
$1.5M -$108K -1,992 -7%
WAM
603
Wealthspire Advisors (Maryland)
Maryland
$1.48M -$38K -701 -3%
GVAG
604
Great Valley Advisor Group
Delaware
$1.44M -$8.13K -150 -0.6%
BFG
605
Beacon Financial Group
Texas
$1.44M -$1.23M -22,764 -48%
VCM
606
Vivaldi Capital Management
Illinois
$1.43M +$176K +3,239 +16%
DAS
607
Dynamic Advisor Solutions
Arizona
$1.43M +$47.4K +874 +4%
DWA
608
Divergent Wealth Advisors
Utah
$1.42M -$405K -7,468 -23%
PTC
609
Private Trust Company
Ohio
$1.41M -$473K -8,721 -26%
WWM
610
Windsor Wealth Management
Indiana
$1.41M -$2.92M -53,939 -69%
PGWM
611
Parisi Gray Wealth Management
New Jersey
$1.4M -$11.6K -214 -0.9%
HNB
612
Huntington National Bank
Ohio
$1.39M
APW
613
Acima Private Wealth
Virginia
$1.39M +$1.17M +21,501 +763%
LFAS
614
Level Four Advisory Services
Texas
$1.38M -$251K -4,639 -16%
AL
615
Aspiriant LLC
California
$1.38M -$10.2M -188,886 -89%
WRTC
616
Wind River Trust Company
Wyoming
$1.36M -$24.9M -458,597 -95%
I2I
617
Insight 2811 Inc
Illinois
$1.36M +$33.2K +612 +3%
RG
618
Retirement Group
California
$1.36M +$1.29M +23,865 New
CAL
619
Capital Advisors Ltd
Ohio
$1.36M -$7.59K -140 -0.6%
JWA
620
JFS Wealth Advisors
Pennsylvania
$1.36M +$281K +5,182 +28%
SFSG
621
Sound Financial Strategies Group
Mississippi
$1.35M +$11.5K +212 +0.9%
PA
622
Paracle Advisors
Washington
$1.34M -$1.33M -24,538 -51%
SWA
623
Stratos Wealth Advisors
Ohio
$1.33M -$180K -3,323 -12%
CFIA
624
Cantor Fitzgerald Investment Advisors
New York
$1.33M -$160K -2,945 -11%
HFA
625
HC Financial Advisors
California
$1.33M -$5.42K -100 -0.4%

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.