iShares Core MSCI EAFE ETF
IEFA
1,045 hedge funds and large institutions have $51.6B invested in iShares Core MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 461 increasing their positions, 406 reducing their positions, and 165 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 461 | Existing positions reduced: 406
6.12% more ownership
Funds ownership: 80.38% → 86.49% (+6.1%)
7% less funds holding
Funds holding: 1,122 → 1,045 (-77)
8% less funds holding in top 10
Funds holding in top 10: 271 → 249 (-22)
14% less capital invested
Capital invested by funds: $59.6B → $51.6B (-$8.05B)
41% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 165
49% less call options, than puts
Call options by funds: $1.07M | Put options by funds: $2.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.44B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.1B |
| 3 |
M&T Bank
Buffalo,
New York
|
+$913M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$465M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$460M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$863M |
| 2 |
BlackRock
New York
|
-$373M |
| 3 |
JP Morgan Chase
New York
|
-$351M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$279M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$114M |
IEFA Hedge Fund Activity: Q1 2020 in Review
1,045 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI EAFE ETF (IEFA) for Q1 2020, worth a combined $51.6B — down 14% from $59.6B a quarter earlier.
Sellers outnumbered buyers: 165 funds closed out of IEFA and 98 opened new positions — a net loss of 67 holders — while 406 trimmed existing stakes and 461 added.
The largest buyer was Morgan Stanley, adding an estimated $2.44B. The largest seller was Fidelity Investments, cutting an estimated $863M.
- 1,045 institutional investors held iShares Core MSCI EAFE ETF (IEFA) as of Q1 2020, down from 1,122 in Q4 2019.
- Funds reported $51.6B of iShares Core MSCI EAFE ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 98 funds opened new iShares Core MSCI EAFE ETF positions in Q1 2020 and 165 closed out, a net change of -67 holders.
- The largest iShares Core MSCI EAFE ETF buyer in Q1 2020 was Morgan Stanley, an estimated $2.44B added.
- The largest iShares Core MSCI EAFE ETF seller in Q1 2020 was Fidelity Investments, an estimated $863M sold.
Based on aggregated 13F filings for Q1 2020.