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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
CWM
676
Capital Wealth Management
Rhode Island
$1.06M +$366K +6,075 +53%
RC
677
Roundview Capital
New Jersey
$1.05M +$93.1K +1,543 +10%
FCM
678
Firestone Capital Management
Florida
$1.04M -$16.9K -280 -2%
RWP
679
RWA Wealth Partners
Massachusetts
$1.03M -$19.7K -326 -2%
SCM
680
SOL Capital Management
Maryland
$1.03M +$27.9K +462 +3%
CFB
681
Cullen/Frost Bankers
Texas
$1.03M +$415K +6,879 +68%
CS
682
Credit Suisse
Switzerland
$1.03M -$196K -3,247 -16%
KA
683
Kovack Advisors
Florida
$1.01M -$608K -10,083 -38%
QPWM
684
Quadrant Private Wealth Management
Pennsylvania
$1.01M +$51K +845 +5%
SIA
685
Strategic Investment Advisors
Michigan
$1.01M +$17.8K +295 +2%
BMCM
686
Bryn Mawr Capital Management
Pennsylvania
$1M +$280K +4,645 +39%
PPP
687
Private Portfolio Partners
New Jersey
$1M +$66.9K +1,109 +7%
OC
688
Oppenheimer & Co
New York
$988K -$57.5K -953 -5%
TCA
689
Transcend Capital Advisors
New Jersey
$975K +$976K +16,175 New
BZWA
690
Blue Zone Wealth Advisors
California
$973K
PCG
691
Private Capital Group
Connecticut
$973K +$44.8K +743 +5%
TCB
692
Texas Capital Bancshares
Texas
$972K -$129K -2,142 -12%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$971K +$138K +2,291 +17%
HH
694
Hilltop Holdings
Texas
$970K -$1.01M -16,742 -51%
BWA
695
Burt Wealth Advisors
Maryland
$970K -$37.8K -626 -4%
State Street
696
State Street
Massachusetts
$968K +$55.7K +924 +6%
DCM
697
Disciplina Capital Management
Tennessee
$963K
BAM
698
Belpointe Asset Management
Nevada
$959K +$121K +2,001 +14%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$956K +$218K +3,614 +30%
BA
700
Bristlecone Advisors
Washington
$953K

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.