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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
AIP
726
Ahrens Investment Partners
Louisiana
$787K -$93.5K -1,550 -11%
CIC
727
Carnegie Investment Counsel
Ohio
$786K +$290K +4,816 +59%
PWM
728
Perigon Wealth Management
California
$773K -$3.2K -53 -0.4%
LSA
729
Lion Street Advisors
Texas
$771K +$539K +8,934 +226%
PAM
730
Palisade Asset Management
Minnesota
$769K -$82.9K -1,375 -10%
RT
731
Rockland Trust
Massachusetts
$767K -$28K -464 -4%
TPW
732
TL Private Wealth
Texas
$766K +$11.6K +193 +2%
QC
733
QCM Cayman
Texas
$761K -$82.8K -1,372 -10%
SVWAG
734
Sound View Wealth Advisors Group
Georgia
$761K -$29.8K -494 -4%
PCIA
735
Prime Capital Investment Advisors
Kansas
$755K -$127K -2,102 -14%
CFN
736
Cordasco Financial Network
Florida
$751K
Massachusetts Financial Services
737
Massachusetts Financial Services
Massachusetts
$730K +$731K +12,116 New
WWM
738
Windsor Wealth Management
Indiana
$720K -$764K -12,671 -52%
TCM
739
Tufton Capital Management
Maryland
$718K +$19.6K +325 +3%
VA
740
Valmark Advisers
Ohio
$710K +$79.6K +1,319 +13%
JWM
741
JGP Wealth Management
Oregon
$703K +$26.5K +439 +4%
CCA
742
Cobblestone Capital Advisors
New York
$701K
LWANC
743
Laurel Wealth Advisors (North Carolina)
North Carolina
$694K +$32.1K +533 +5%
IWS
744
Insight Wealth Strategies
California
$692K +$15.3K +253 +2%
RGC
745
Roberts, Glore & Co
Illinois
$683K +$19.9K +330 +3%
NP
746
NorthRock Partners
Minnesota
$681K -$193K -3,201 -22%
SIM
747
Sadoff Investment Management
Wisconsin
$680K
FFA
748
Founders Financial Alliance
North Carolina
$674K +$668K +11,071 New
FCH
749
Freestone Capital Holdings
Washington
$670K
EA
750
Efficient Advisors
Ohio
$666K -$5.61K -93 -0.8%

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.