We are live on ! Find out more
IEFA icon

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
MOACM
51
Mutual of America Capital Management
New York
$119M +$3.7M +68,210 +3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$118M -$45M -830,886 -29%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$118M -$16.3M -300,278 -13%
GT
54
Greenleaf Trust
Michigan
$114M +$27.4M +505,228 +34%
HTC
55
Haverford Trust Company
Pennsylvania
$109M -$1.69M -31,255 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$109M -$17.5M -322,486 -14%
PCIG
57
Partners Capital Investment Group
Massachusetts
$104M -$30.3M -559,005 -24%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$103M +$1.62M +29,864 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$101M -$48.7M -897,984 -34%
MMI
60
Matson Money Inc
Ohio
$101M +$3.21M +59,221 +3%
AWM
61
Altium Wealth Management
New York
$100M -$1.21M -22,279 -1%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$97.3M +$92.2M +1,701,627 New
HCC
63
Hirtle Callaghan & Co
Pennsylvania
$94M +$87.2M +1,609,286 +4,495%
WHG
64
Westwood Holdings Group
Texas
$93.6M -$4.72M -87,146 -5%
HighTower Advisors
65
HighTower Advisors
Illinois
$89.4M +$28.4M +524,334 +50%
AAS
66
Avantax Advisory Services
Texas
$88.8M +$3.21M +59,187 +4%
JCM
67
Janney Capital Management
Pennsylvania
$86.2M -$24.6M -453,401 -23%
FHB
68
First Hawaiian Bank
Hawaii
$84.3M +$3.81M +70,359 +5%
SIM
69
Strategic Investment Management
Virginia
$84.2M -$19.5M -359,806 -20%
BP
70
Ballentine Partners
Massachusetts
$83.5M +$10.5M +193,244 +15%
RIG
71
Roosevelt Investment Group
New York
$83.5M -$1.35M -24,856 -2%
CFG
72
CKW Financial Group
Hawaii
$80.7M +$26.9M +496,194 +55%
USAA
73
United Services Automobile Association
Texas
$80.6M -$363M -6,695,850 -83%
TI
74
Truepoint Inc
Ohio
$78.4M +$1.82M +33,676 +3%
AC
75
Allstate Corporation
Illinois
$74.9M -$3.22M -59,481 -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.