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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
RT
726
Rockland Trust
Massachusetts
$754K -$213K -3,928 -23%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$750K -$415K -7,654 -37%
CCFM
728
Clear Creek Financial Management
Washington
$743K +$705K +13,015 New
PWM
729
Perigon Wealth Management
California
$736K +$54.6K +1,007 +8%
TPW
730
TL Private Wealth
Texas
$727K -$638K -11,775 -49%
Bank of Nova Scotia
731
Bank of Nova Scotia
Ontario, Canada
$724K -$8.13K -150 -1%
SAM
732
Secure Asset Management
Michigan
$723K +$170K +3,139 +33%
IF
733
Intrua Financial
Texas
$718K +$634K +11,690 New
CFN
734
Cordasco Financial Network
Florida
$712K -$10.8K -200 -2%
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$700K -$22.3K -411 -3%
SWPG
736
Strategic Wealth Partners Group
Illinois
$692K +$366K +6,757 +126%
SWM
737
Segment Wealth Management
Texas
$690K +$654K +12,071 New
BMCM
738
Bryn Mawr Capital Management
Pennsylvania
$685K -$386K -7,122 -37%
FC
739
Ferris Capital
Massachusetts
$682K +$646K +11,928 New
CFD
740
Creative Financial Designs
Indiana
$668K +$376K +6,938 +146%
CCA
741
Cobblestone Capital Advisors
New York
$664K -$37.7K -695 -6%
BFA
742
Beacon Financial Advisory
Ohio
$664K -$23.1K -426 -4%
TCM
743
Tufton Capital Management
Maryland
$662K +$17.5K +323 +3%
CWM
744
Capital Wealth Management
Rhode Island
$659K +$79.2K +1,462 +15%
LIM
745
Leavell Investment Management
Alabama
$658K +$70.1K +1,293 +13%
APA
746
American Portfolios Advisors
New York
$646K +$6.34K +117 +1%
JWM
747
JGP Wealth Management
Oregon
$646K +$51.2K +944 +9%
CWM
748
Cornerstone Wealth Management
Missouri
$645K -$2.49M -45,888 -80%
SIM
749
Sadoff Investment Management
Wisconsin
$645K
IWS
750
Insight Wealth Strategies
California
$642K -$410K -7,574 -40%

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.