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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
BHWM
601
Bay Harbor Wealth Management
Maryland
$1.62M +$276K +4,576 +20%
JWA
602
JFS Wealth Advisors
Pennsylvania
$1.6M +$161K +2,663 +11%
AF
603
AtlasMark Financial
Texas
$1.6M +$352K +5,839 +28%
PG
604
Patten Group
Tennessee
$1.58M +$1.21K +20 +0.1%
MIM
605
Macroview Investment Management
Maryland
$1.58M +$1.25M +20,690 +379%
GPWA
606
Great Point Wealth Advisors
Massachusetts
$1.57M
ARG
607
Advisory Resource Group
Oklahoma
$1.55M +$280K +4,640 +22%
EWM
608
Evercore Wealth Management
New York
$1.54M +$239K +3,962 +18%
APA
609
American Portfolios Advisors
New York
$1.54M +$859K +14,244 +126%
AWMS
610
Advocacy Wealth Management Services
Georgia
$1.54M +$347K +5,747 +29%
CIA
611
Capital Investment Advisors
Georgia
$1.53M -$106K -1,759 -6%
CAG
612
Csenge Advisory Group
Florida
$1.52M -$382K -6,327 -20%
WA
613
Waverly Advisors
Alabama
$1.48M -$47.7K -791 -3%
BCM
614
Brookstone Capital Management
Illinois
$1.48M +$663K +10,986 +81%
SFG
615
SevenBridge Financial Group
Pennsylvania
$1.46M +$192K +3,183 +15%
VCM
616
Vivaldi Capital Management
Illinois
$1.46M -$55.6K -922 -4%
YIA
617
YHB Investment Advisors
Connecticut
$1.44M +$1.44M +23,953 New
WRTC
618
Wind River Trust Company
Wyoming
$1.44M
ZIM
619
Zacks Investment Management
Illinois
$1.44M +$150K +2,493 +12%
TVAMP
620
Tennessee Valley Asset Management Partners
Tennessee
$1.44M -$1.19M -19,749 -45%
PPSG
621
Princeton Portfolio Strategies Group
New Jersey
$1.44M +$50.5K +837 +4%
I2I
622
Insight 2811 Inc
Illinois
$1.43M +$35.6K +591 +3%
SFSG
623
Sound Financial Strategies Group
Mississippi
$1.42M -$8.08K -134 -0.6%
PA
624
Paracle Advisors
Washington
$1.41M -$4.34K -72 -0.3%
HFA
625
HC Financial Advisors
California
$1.4M

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.