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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
MCA
626
Magnolia Capital Advisors
Mississippi
$1.32M -$9.27K -171 -0.7%
PPSG
627
Princeton Portfolio Strategies Group
New Jersey
$1.31M +$1.25M +22,990 New
KWM
628
Kingsview Wealth Management
Oregon
$1.31M -$246K -4,534 -16%
CFA
629
Cahill Financial Advisors
Minnesota
$1.31M -$908K -16,758 -42%
RA
630
RFG Advisory
Alabama
$1.31M -$3.79M -69,972 -75%
SF
631
Synovus Financial
Georgia
$1.31M -$2.02M -37,328 -62%
NCM
632
New Capital Management
Texas
$1.31M +$348K +6,425 +39%
BHWM
633
Bay Harbor Wealth Management
Maryland
$1.28M -$1.93M -35,641 -61%
SC
634
Savant Capital
Illinois
$1.25M -$462K -8,523 -28%
MCM
635
Maxim Capital Management
California
$1.25M +$113K +2,078 +11%
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M -$126K -2,321 -10%
EWM
637
Evercore Wealth Management
New York
$1.24M -$875K -16,154 -43%
HR
638
Howe & Rusling
New York
$1.23M +$12.3K +227 +1%
ZIM
639
Zacks Investment Management
Illinois
$1.22M -$172K -3,172 -13%
MG
640
Mather Group
Illinois
$1.22M -$212K -3,906 -16%
NWM
641
Northwest Wealth Management
Iowa
$1.21M +$79.6K +1,468 +7%
CBFP
642
Cedar Brook Financial Partners
Ohio
$1.21M +$386K +7,126 +51%
ARG
643
Advisory Resource Group
Oklahoma
$1.2M -$130K -2,393 -10%
SFG
644
SevenBridge Financial Group
Pennsylvania
$1.2M -$85K -1,568 -7%
NYLIM
645
New York Life Investment Management
New York
$1.19M +$1.13M +20,825 New
HSA
646
HBK Sorce Advisory
Pennsylvania
$1.19M +$183K +3,380 +19%
LC
647
Lavaca Capital
Texas
$1.19M +$369K +6,802 +49%
OAM
648
Oppenheimer Asset Management
New York
$1.18M +$305K +5,630 +37%
AF
649
AtlasMark Financial
Texas
$1.18M +$18.3K +337 +2%
PP
650
PrairieView Partners
Minnesota
$1.17M -$53.3K -983 -5%

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.