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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
SWA
626
Stratos Wealth Advisors
Ohio
$1.39M -$10.7K -178 -0.8%
TI
627
Trexquant Investment
Connecticut
$1.38M +$1.38M +22,946 New
NCM
628
New Capital Management
Texas
$1.38M
IAA
629
Independent Advisor Alliance
North Carolina
$1.38M -$181K -2,995 -11%
CAL
630
Capital Advisors Ltd
Ohio
$1.38M -$60.3K -1,000 -4%
NWM
631
Northwest Wealth Management
Iowa
$1.37M +$90.1K +1,493 +7%
RG
632
Retirement Group
California
$1.37M -$69.4K -1,151 -5%
HNB
633
Huntington National Bank
Ohio
$1.37M
CBFP
634
Cedar Brook Financial Partners
Ohio
$1.36M +$94.5K +1,567 +7%
KWM
635
Kingsview Wealth Management
Oregon
$1.36M -$19.8K -328 -1%
CMO
636
Covenant Multifamily Offices
Texas
$1.36M -$699K -11,594 -34%
MCA
637
Magnolia Capital Advisors
Mississippi
$1.34M -$46.7K -774 -3%
CFIA
638
Cantor Fitzgerald Investment Advisors
New York
$1.33M
PA
639
PFG Advisors
Arizona
$1.33M +$109K +1,812 +9%
RSWM
640
Robertson Stephens Wealth Management
California
$1.32M -$820K -13,595 -38%
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$19.4K -322 -1%
FCFC
642
First Citizens Financial Corp
Iowa
$1.28M -$1.21M -20,065 -49%
HR
643
Howe & Rusling
New York
$1.25M -$49.3K -817 -4%
EPP
644
ETF Portfolio Partners
Kansas
$1.25M +$70.6K +1,171 +6%
CFA
645
Cahill Financial Advisors
Minnesota
$1.25M -$136K -2,256 -10%
PGWM
646
Parisi Gray Wealth Management
New Jersey
$1.24M -$238K -3,954 -16%
GL
647
Graypoint LLC
New York
$1.24M +$15.1K +250 +1%
SFG
648
StrategIQ Financial Group
Indiana
$1.22M +$7.36K +122 +0.6%
SC
649
Savant Capital
Illinois
$1.22M -$105K -1,739 -8%
PP
650
PrairieView Partners
Minnesota
$1.21M -$26.2K -434 -2%

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.